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LOUNTZIS ASSET MANAGEMENT, LLC

Position in NET — Cloudflare, Inc.

CIK 1821168 WYOMISSING, PA

Position in NET

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$6,603,918
+$1,043,468 QoQ
Shares Held
26,924
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#310
of 1,214 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in NET Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

LOUNTZIS ASSET MANAGEMENT, LLC holds $20,803,090 across 3 Software - Infrastructure names. NET ranks #2 (31.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NET
Cloudflare, Inc.
This page
26,924 $6,603,918

All Filings in NET

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,603,918 26,924
2026-03-31 $5,560,450 26,948
2025-12-31 $5,312,798 26,948
2025-09-30 $6,128,046 28,557
2025-06-30 $5,592,513 28,558
2025-03-31 $3,218,201 28,558
2024-12-31 $3,121,858 28,992
2024-09-30 $2,399,440 29,663
2024-06-30 $2,362,560 28,523
2024-03-31 $2,763,140 28,536
2023-12-31 $2,375,907 28,536
2023-09-30 $1,810,634 28,722
2023-06-30 $887,005 13,569