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LOUNTZIS ASSET MANAGEMENT, LLC → NET
LOUNTZIS ASSET MANAGEMENT, LLC NET Position History
Cloudflare, Inc. • Technology
Quarters held
4
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.3M |
| Q1 2026 | $5.6M |
| Q2 2026 | $6.6M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 24.2K | — | — |
| Q2 2026 | $6.6M | 26.9K | — | — |
| Q1 2026 | $5.6M | 26.9K | — | — |
| Q4 2025 | $5.3M | 26.9K | — | — |
Other funds holding NET
$3.1B
$2.7B
$2.6B
$2.4B
$2.1B
$1.8B
$1.8B
$1.8B