Lewis Asset Management, LLC

Position in NET — Cloudflare, Inc.

CIK 2004520 LAFAYETTE, CA

Position in NET

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$246,261

+$39,096 QoQ

Shares Held

1,004

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#920

of 1,214 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lewis Asset Management, LLC holds $10,685,908 across 6 Software - Infrastructure names. NET ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	14,864	$5,544,569
2	ORCL	Oracle Corp	19,010	$2,785,915
3	PANW	Palo Alto Networks Inc	2,828	$964,404
4	CRWD	CrowdStrike Holdings, Inc.	19,616	$935,609
5	NET	Cloudflare, Inc. This page	1,004	$246,261
6	TOST	Toast, Inc.	7,518	$209,150

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,261	1,004	0.0%	Shares	Sole	2026-07-21
2026-03-31	$207,165	1,004	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.