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

Allen Investment Management, LLC holds 343,045 shares of NET (CLOUDFLARE INC), worth $70.8M as of 2026-Q1. The position was decreased (-26.1% shares). NET represents 0.9% of Allen Investment Management, LLC's portfolio.

Current Value

$70.8M

Current Shares

343,045

Total Value Change

+$49.7M

Total Shares Change

+88,098

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
343,045
-26.1%
$70.8M0.9%$178.91
0
2025-Q4
Decreased
463,917
-11.9%
$91.5M1.0%$199.62
0
2025-Q3
Increased
526,335
+12.4%
$112.9M1.3%$218.58
53
2025-Q2
Increased
468,127
+3.6%
$91.7M1.0%$194.05
44
2025-Q1
Increased
451,949
+9.0%
$50.9M0.6%$114.92
45
2024-Q4
Increased
414,733
+13.7%
$44.7M0.5%$109.03
47
2024-Q3
Increased
364,917
+43.1%
$29.5M0.4%$81.59
46
2024-Q2
Increased
254,947
+30.4%
$21.1M0.3%$82.83
43

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

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