Allen Investment Management, LLC / NET
Allen Investment Management, LLC’s Cloudflare Inc Position
Does Allen Investment Management, LLC own Cloudflare Inc (NET)? Yes — 343.0K shares worth $71M (+0.88% of its 13F portfolio) as of Q1 2026, down from 463.9K shares the prior filed quarter.
Position Value
$71M
Q1 2026
Shares
343.0K
% of Portfolio
+0.88%
Quarters Held
25
currently held
Position History NET
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 343.0K | $71M | +0.88% |
| Q4 2025 | 463.9K | $91M | +1.01% |
| Q3 2025 | 526.3K | $113M | +1.25% |
| Q2 2025 | 468.1K | $92M | +1.00% |
| Q1 2025 | 451.9K | $51M | +0.59% |
| Q4 2024 | 414.7K | $45M | +0.52% |
| Q3 2024 | 364.9K | $30M | +0.35% |
| Q2 2024 | 254.9K | $21M | +0.26% |
| Q1 2024 | 195.5K | $19M | +0.24% |
| Q4 2023 | 195.5K | $16M | +0.22% |
| Q3 2023 | 195.5K | $12M | +0.18% |
| Q2 2023 | 195.5K | $13M | +0.19% |
| Q1 2023 | 195.5K | $12M | +0.20% |
| Q4 2022 | 195.5K | $9M | +0.14% |
| Q3 2022 | 195.5K | $11M | +0.19% |
| Q2 2022 | 195.5K | $9M | +0.14% |
| Q1 2022 | 195.5K | $23M | +0.31% |
| Q4 2021 | 195.5K | $26M | +0.32% |
| Q3 2021 | 195.5K | $22M | +0.30% |
| Q2 2021 | 195.5K | $21M | +0.28% |
| Q1 2021 | 195.5K | $14M | +0.21% |
| Q4 2020 | 195.5K | $15M | +0.25% |
| Q3 2020 | 195.5K | $8M | +0.15% |
| Q2 2020 | 106.2K | $4M | +0.08% |
| Q1 2020 | 67.9K | $2M | +0.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of NET.