Position in NET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,355,178
+$314,063 QoQ
Shares Held
9,602
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#486
of 1,210 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $56,953,933 across 8 Software - Infrastructure names. NET ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
119,369 | $44,527,024 | |
| 2 | ORCL |
Oracle Corp
|
20,696 | $3,032,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,760 | $2,888,749 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
14,888 | $2,840,407 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
9,602 | $2,355,178 | |
| 6 | MDB |
MongoDB, Inc.
|
1,986 | $667,097 | |
| 7 | DBX |
Dropbox, Inc.
|
15,000 | $412,050 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,500 | $230,430 |
All Filings in NET
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,355,178 | 9,602 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,041,115 | 9,892 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,107,927 | 10,692 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,333,666 | 10,875 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,131,609 | 10,885 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,225,503 | 10,875 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $748,268 | 6,949 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $562,104 | 6,949 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $575,585 | 6,949 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $672,871 | 6,949 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $563,337 | 6,766 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $426,528 | 6,766 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $442,293 | 6,766 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $417,191 | 6,766 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $305,890 | 6,766 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $374,227 | 6,766 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $296,012 | 6,766 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $809,890 | 6,766 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $889,729 | 6,766 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $762,189 | 6,766 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $716,113 | 6,766 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||