Question 1

Does Allen Investment Management own NET stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Allen Investment Management holds 328,347 shares of NET (Cloudflare), worth $80.5M.

Question 2

How many shares of NET does Allen Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Allen Investment Management holds 328,347 shares of NET (Cloudflare).

Question 3

What is Allen Investment Management's NET position worth?

Accepted Answer

As of its Q2 2026 13F, Allen Investment Management's NET position is worth $80.5M.

Question 4

Is Allen Investment Management buying or selling NET?

Accepted Answer

In Q2 2026, Allen Investment Management reduced its NET position by 14,698 shares (-4.3%).

Question 5

When did Allen Investment Management first buy NET?

Accepted Answer

Allen Investment Management first reported NET in its Q1 2020 13F and has listed it in 26 quarterly 13F filings.

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