Joel Isaacson & Co’s Cloudflare NET Stock Holding History

Joel Isaacson & 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 Q2	$2.36M	Sell	9,602 -290	-3%	-$63.4K	0.07%	129
2026 Q1	$2.04M	Sell	9,892 -800	-7%	-$153K	0.07%	132
2025 Q4	$2.11M	Sell	10,692 -183	-2%	-$38.7K	0.07%	129
2025 Q3	$2.33M	Sell	10,875 -10	-0.1%	-$2.04K	0.08%	108
2025 Q2	$2.13M	Buy	10,885 +10	+0.1%	+$1.45K	0.09%	108
2025 Q1	$1.23M	Buy	10,875 +3,926	+56%	+$520K	0.06%	144
2024 Q4	$748K	Hold	6,949	–	–	0.03%	181
2024 Q3	$562K	Hold	6,949	–	–	0.03%	201
2024 Q2	$576K	Hold	6,949	–	–	0.03%	194
2024 Q1	$673K	Buy	6,949 +183	+3%	+$16.6K	0.04%	173
2023 Q4	$563K	Hold	6,766	–	–	0.03%	178
2023 Q3	$427K	Hold	6,766	–	–	0.03%	201
2023 Q2	$442K	Hold	6,766	–	–	0.03%	205
2023 Q1	$417K	Hold	6,766	–	–	0.03%	207
2022 Q4	$306K	Hold	6,766	–	–	0.02%	240
2022 Q3	$374K	Hold	6,766	–	–	0.03%	199
2022 Q2	$296K	Hold	6,766	–	–	0.02%	237
2022 Q1	$732K	Hold	6,766	–	–	0.05%	142
2021 Q4	$890K	Hold	6,766	–	–	0.06%	131
2021 Q3	$762K	Hold	6,766	–	–	0.06%	141
2021 Q2	$716K	Buy	+6,766	New	+$560K	0.06%	137

Other funds holding NET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Joel Isaacson & Co's NET Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Cloudflare (NET) stake by 2.9% in Q2 2026, selling an estimated $63.4K and leaving 9,602 shares worth $2.36M. The position accounts for 0.07% of the portfolio, ranked #129.

Joel Isaacson & Co first reported a position in NET in Q2 2021 and has held it in 21 quarters since. 642 funds tracked by Wall St. Rank hold NET as of Q2 2026.

Joel Isaacson & Co held 9,602 shares of Cloudflare worth $2.36M as of Q2 2026.
Joel Isaacson & Co sold 290 Cloudflare shares in Q2 2026, an estimated $63.4K.
Cloudflare made up 0.07% of Joel Isaacson & Co's portfolio in Q2 2026, its #129 holding.
Joel Isaacson & Co first reported a position in Cloudflare in Q2 2021 and has held it in 21 quarters since.
642 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.