Paragon Advisors, LLC

Position in NET — Cloudflare, Inc.

CIK 1799719 COLLEGE STATION, TX

Position in NET

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,029,446

+$1,807,837 QoQ

Shares Held

8,274

+670.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#510

of 1,214 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Paragon Advisors, LLC holds $24,491,316 across 5 Software - Infrastructure names. NET ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	26,970	$10,060,349
2	CRWD	CrowdStrike Holdings, Inc.	34,232	$6,530,952
3	PANW	Palo Alto Networks Inc	10,762	$3,670,057
4	PLTR	Palantir Technologies Inc.	18,861	$2,200,512
5	NET	Cloudflare, Inc. This page	8,274	$2,029,446

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,029,446	8,274	+670.4%	Shares	Sole	2026-07-29
2026-03-31	$221,609	1,074	0.0%	Shares	Sole	2026-05-04
2025-12-31	$211,739	1,074	0.0%	Shares	Sole	2026-01-12
2025-09-30	$230,469	1,074	-20.0%	Shares	Sole	2025-11-03
2025-06-30	$262,803	1,342	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.