RPG Investment Advisory, LLC

Position in NET — Cloudflare, Inc.

CIK 1666664 Pleasanton, CA

Position in NET

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$19,586,411

+$1,049,580 QoQ

Shares Held

94,923

+1.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

RPG Investment Advisory, LLC holds $116,349,059 across 8 Software - Infrastructure names. NET ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	64,088	$23,723,454
2	PLTR	Palantir Technologies Inc.	147,212	$21,534,171
3	NET	Cloudflare, Inc. This page	94,923	$19,586,411
4	FTNT	Fortinet, Inc.	221,225	$18,078,507
5	ZETA	Zeta Global Holdings Corp.	759,790	$12,095,856
6	OKTA	Okta, Inc.	132,241	$10,408,689
7	ZS	Zscaler, Inc.	51,396	$7,210,344
8	CRWD	CrowdStrike Holdings, Inc.	38,028	$3,711,627

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,586,411	94,923	+1.0%	Shares	Sole	2026-05-14
2025-12-31	$18,536,831	94,024	+1.0%	Shares	Sole	2026-01-20
2025-09-30	$19,986,054	93,136	-17.1%	Shares	Sole	2025-10-23
2025-06-30	$21,999,933	112,342	-62.2%	Shares	Sole	2025-08-12
2025-03-31	$33,453,378	296,862	+76.9%	Shares	Sole	2025-05-14
2024-12-31	$18,074,626	167,855	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$13,510,005	167,017	+1.2%	Shares	Sole	2024-11-05
2024-06-30	$13,668,275	165,016	+0.3%	Shares	Sole	2024-08-07
2024-03-31	$15,930,955	164,525	-0.8%	Shares	Sole	2024-05-07
2023-12-31	$13,810,169	165,868	-13.0%	Shares	Sole	2024-01-29
2023-09-30	$12,022,988	190,720	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$12,440,630	190,311	-0.7%	Shares	Sole	2023-08-10
2023-03-31	$11,818,680	191,675	+3.5%	Shares	Sole	2023-05-08
2022-12-31	$8,368,551	185,104	+2.5%	Shares	Sole	2023-02-06
2022-09-30	$9,987,492	180,573	+16.6%	Shares	Sole	2022-11-07
2022-06-30	$6,772,675	154,804	+4.3%	Shares	Sole	2022-07-26
2022-03-31	$17,762,163	148,389	+33.0%	Shares	Sole	2022-05-10
2021-12-31	$14,667,378	111,539	-3.0%	Shares	Sole	2022-01-28
2021-09-30	$12,947,991	114,940	-1.8%	Shares	Sole	2021-10-25
2021-06-30	$12,383,174	116,999	+0.9%	Shares	Sole	2021-08-03
2021-03-31	$8,148,262	115,973	+10.2%	Shares	Sole	2021-04-27
2020-12-31	$7,995,591	105,219	-12.4%	Shares	Sole	2021-01-27
2020-09-30	$4,929,047	120,045	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.