SEC 13F Intelligence

Rpg Investment Advisory, LLC / NET

Rpg Investment Advisory, LLC’s Cloudflare Inc Position

Does Rpg Investment Advisory, LLC own Cloudflare Inc (NET)? Yes94.9K shares worth $20M (+2.36% of its 13F portfolio) as of Q1 2026, up from 94.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
94.9K
% of Portfolio
+2.36%
Quarters Held
23
currently held

Position History NET

Reported value by quarter
Q3 ’20: $5MQ3 ’20Q4 ’20: $8MQ1 ’21: $8MQ2 ’21: $12MQ2 ’21Q3 ’21: $13MQ4 ’21: $15MQ1 ’22: $18MQ1 ’22Q2 ’22: $7MQ3 ’22: $10MQ4 ’22: $8MQ4 ’22Q1 ’23: $12MQ2 ’23: $12MQ3 ’23: $12MQ3 ’23Q4 ’23: $14MQ1 ’24: $16MQ2 ’24: $14MQ2 ’24Q3 ’24: $14MQ4 ’24: $18MQ1 ’25: $33MQ1 ’25Q2 ’25: $22MQ3 ’25: $20MQ4 ’25: $19MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202694.9K$20M+2.36%
Q4 202594.0K$19M+2.10%
Q3 202593.1K$20M+2.36%
Q2 2025112.3K$22M+2.74%
Q1 2025296.9K$33M+2.40%
Q4 2024167.9K$18M+2.42%
Q3 2024167.0K$14M+1.93%
Q2 2024165.0K$14M+2.02%
Q1 2024164.5K$16M+2.39%
Q4 2023165.9K$14M+2.25%
Q3 2023190.7K$12M+2.21%
Q2 2023190.3K$12M+2.15%
Q1 2023191.7K$12M+2.09%
Q4 2022185.1K$8M+1.61%
Q3 2022180.6K$10M+2.15%
Q2 2022154.8K$7M+1.37%
Q1 2022148.4K$18M+2.90%
Q4 2021111.5K$15M+2.28%
Q3 2021114.9K$13M+2.13%
Q2 2021117.0K$12M+2.02%
Q1 2021116.0K$8M+1.46%
Q4 2020105.2K$8M+1.61%
Q3 2020120.0K$5M+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rpg Investment Advisory, LLC’s full portfolio or all institutional holders of NET.