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 2020-Q1. 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
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

NET26 quarters

NET
26 quarters