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

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

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

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

Is Allen Investment Management, LLC buying or selling NET?

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

When did Allen Investment Management, LLC first buy NET?

Based on available 13F filings, Allen Investment Management, LLC first reported a position in NET in 2020-Q1. They have held the position across 26 quarters.

Back to AI Allen Investment Management, LLC

NET
26 quarters

Position history for AIAllen Investment Management, LLC's holdings in CLOUDFLARE INC

Current Value

$80.5M

Current Shares

328,347

Total Value Change

+$78.9M

Total Shares Change

+260,487

Quarter-by-Quarter History

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
2024-Q2	Increased	254,947	+30.4%	$21.1M	0.3%	$82.83	43
2024-Q1	Unchanged	195,490	0.0%	$18.9M	0.2%	$96.83	0
2023-Q4	Unchanged	195,490	0.0%	$16.3M	0.2%	$83.26	0
2023-Q3	Unchanged	195,490	0.0%	$12.3M	0.2%	$63.04	0
2023-Q2	Unchanged	195,490	0.0%	$12.8M	0.2%	$64.08	0
2023-Q1	Unchanged	195,490	0.0%	$12.1M	0.2%	$58.91	0
2022-Q4	Unchanged	195,490	0.0%	$8.8M	0.1%	$45.21	0
2022-Q3	Unchanged	195,490	0.0%	$10.8M	0.2%	$54.85	0
2022-Q2	Unchanged	195,490	0.0%	$8.6M	0.1%	$45.87	0
2022-Q1	Unchanged	195,490	0.0%	$23.4M	0.3%	$124.40	0
2021-Q4	Unchanged	195,490	0.0%	$25.7M	0.3%	$133.20	0
2021-Q3	Unchanged	195,490	0.0%	$22M	0.3%	$112.34	0
2021-Q2	Unchanged	195,490	0.0%	$20.7M	0.3%	$107.60	0
2021-Q1	Unchanged	195,490	0.0%	$13.7M	0.2%	$65.80	0
2020-Q4	Unchanged	195,490	0.0%	$14.9M	0.3%	$77.53	0
2020-Q3	Increased	195,490	+84.0%	$8M	0.1%	$40.67	51
2020-Q2	Increased	106,219	+56.5%	$3.8M	0.1%	$35.11	38
2020-Q1	New	67,860	-	$1.6M	0.0%	$23.89	35

Other major holders of NET: Capital World Investors, VANGUARD GROUP INC

NET26 quarters

NET
26 quarters