JGC
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J. Goldman & Co’s Cloudflare NET Stock Holding History

J. Goldman & Co’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Buy
+50,700
New +$9.67M 0.3% 104
2025
Q3 		– Sell
-1,451
Closed -$284K – 561
2025
Q2 		$284K Buy
+1,451
New +$211K 0.01% 406

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J. Goldman & Co's NET Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Cloudflare (NET) in Q1 2026: 50,700 shares worth $10.5M. The stake represents 0.3% of the portfolio and ranks #104 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in NET as recently as Q2 2025.

J. Goldman & Co first reported a position in NET in Q2 2025 and has held it in 2 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

  • J. Goldman & Co held 50,700 shares of Cloudflare worth $10.5M as of Q1 2026.
  • Cloudflare was a new J. Goldman & Co position in Q1 2026.
  • Cloudflare made up 0.3% of J. Goldman & Co's portfolio in Q1 2026, its #104 holding.
  • J. Goldman & Co first reported a position in Cloudflare in Q2 2025 and has held it in 2 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.