Question 1

How many shares of NET does Allen Investment Management, LLC own?

Accepted Answer

As of 2026-Q2, Allen Investment Management, LLC holds 328,347 shares of NET (CLOUDFLARE INC - CLASS A).

Question 2

What is Allen Investment Management, LLC's NET position worth?

Accepted Answer

As of 2026-Q2, Allen Investment Management, LLC's NET position is worth $80.5M.

Question 3

Is Allen Investment Management, LLC buying or selling NET?

Accepted Answer

In 2026-Q2, Allen Investment Management, LLC decreased their NET position (-4.3% change in shares).

Question 4

When did Allen Investment Management, LLC first buy NET?

Accepted Answer

Based on available 13F filings, Allen Investment Management, LLC first reported a position in NET in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	328,347	-4.3%	$80.5M	1.0%	$245.28	0
2026-Q1	Decreased	343,045	-26.1%	$70.8M	0.9%	$178.91	0
2025-Q4	Decreased	463,917	-11.9%	$91.5M	1.0%	$199.62	0
2025-Q3	Increased	526,335	+12.4%	$112.9M	1.3%	$218.58	53
2025-Q2	Increased	468,127	+3.6%	$91.7M	1.0%	$194.05	44
2025-Q1	Increased	451,949	+9.0%	$50.9M	0.6%	$114.92	45
2024-Q4	Increased	414,733	+13.7%	$44.7M	0.5%	$109.03	47
2024-Q3	Increased	364,917	+43.1%	$29.5M	0.4%	$81.59	46