AIM
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Allen Investment Management’s Cloudflare NET Stock Holding History

Allen Investment Management’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.5M Sell
328,347
-14,698
-4% -$3.22M 0.96% 27
2026
Q1 		$70.8M Sell
343,045
-120,872
-26% -$23M 0.88% 28
2025
Q4 		$91.5M Sell
463,917
-62,418
-12% -$13.2M 1.01% 25
2025
Q3 		$113M Buy
526,335
+58,208
+12% +$11.9M 1.25% 22
2025
Q2 		$91.7M Buy
468,127
+16,178
+4% +$2.35M 1% 23
2025
Q1 		$50.9M Buy
451,949
+37,216
+9% +$4.93M 0.59% 30
2024
Q4 		$44.7M Buy
414,733
+49,816
+14% +$4.87M 0.52% 34
2024
Q3 		$29.5M Buy
364,917
+109,970
+43% +$8.84M 0.35% 42
2024
Q2 		$21.1M Buy
254,947
+59,457
+30% +$4.8M 0.26% 49
2024
Q1 		$18.9M Hold
195,490
– – 0.24% 50
2023
Q4 		$16.3M Hold
195,490
– – 0.22% 52
2023
Q3 		$12.3M Hold
195,490
– – 0.18% 55
2023
Q2 		$12.8M Hold
195,490
– – 0.19% 50
2023
Q1 		$12.1M Hold
195,490
– – 0.2% 52
2022
Q4 		$8.84M Hold
195,490
– – 0.14% 58
2022
Q3 		$10.8M Hold
195,490
– – 0.19% 48
2022
Q2 		$8.55M Hold
195,490
– – 0.14% 56
2022
Q1 		$23.4M Hold
195,490
– – 0.31% 39
2021
Q4 		$25.7M Hold
195,490
– – 0.32% 38
2021
Q3 		$22M Hold
195,490
– – 0.3% 41
2021
Q2 		$20.7M Hold
195,490
– – 0.28% 40
2021
Q1 		$13.7M Hold
195,490
– – 0.21% 45
2020
Q4 		$14.9M Hold
195,490
– – 0.25% 44
2020
Q3 		$8.03M Buy
195,490
+89,271
+84% +$3.42M 0.15% 58
2020
Q2 		$3.82M Buy
106,219
+38,359
+57% +$1.07M 0.08% 78
2020
Q1 		$1.59M Buy
+67,860
New +$1.32M 0.05% 92

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allen Investment Management's NET Position: Q2 2026 in Review

Allen Investment Management reduced its Cloudflare (NET) stake by 4.3% in Q2 2026, selling an estimated $3.22M and leaving 328,347 shares worth $80.5M. The position accounts for 0.96% of the portfolio, ranked #27.

Allen Investment Management first reported a position in NET in Q1 2020 and has held it in 26 quarters since. The position peaked at $113M in Q3 2025. 1,221 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Allen Investment Management held 328,347 shares of Cloudflare worth $80.5M as of Q2 2026.
  • Allen Investment Management sold 14,698 Cloudflare shares in Q2 2026, an estimated $3.22M.
  • Cloudflare made up 0.96% of Allen Investment Management's portfolio in Q2 2026, its #27 holding.
  • Allen Investment Management first reported a position in Cloudflare in Q1 2020 and has held it in 26 quarters since.
  • Allen Investment Management's Cloudflare position peaked at $113M in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.