Paul Lountzis
Lountzis Asset Management
Paul Lountzis Cloudflare Inc stake
total: 139
Lountzis Asset Management NET trades
- Total transactions:
- 10
- New positions:
- 1
- Added:
- 2
- Reduced:
- 7
- Held since:
- 2023 Q2
- Held for:
- 13 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Paul Lountzis holds 26,924 Cloudflare Inc (NET) shares with a market value of roughly $6.60M accounting for 2.09% of the overall portfolio. To date, the estimated cost basis is nearly $64.92 for "buy" trades and estimated average "sell" price is $158.15. Lountzis Asset Management first purchased NET in 2023 Q2, initially acquiring 13,569 shares. Since the initial investment in Cloudflare Inc (NET), Lountzis Asset Management has made 9 more transactions.
When did Paul Lountzis buy Cloudflare Inc (NET)?
Paul Lountzis first invested in Cloudflare Inc (NET) in 2023 Q2 at the reported quarter-end price of $65.66 per share.
What's the cost basis of Lountzis Asset Management's NET stake?
The estimated cost basis for Cloudflare Inc (NET) stake is around $64.92 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $64.92
- Weighted AVG sell price:
- $158.15
Paul Lountzis's historical trades in Cloudflare Inc
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.09%
|
26,924
|
$245.28
|
$6,603,919
|
-0.09% (-24)
|
-0%
|
|
2025 Q4
|
1.89%
|
26,948
|
$197.15
|
$5,312,798
|
-5.63% (-1,609)
|
-0.1%
|
|
2025 Q3
|
2.00%
|
28,557
|
$214.59
|
$6,128,047
|
-0.00% (-1)
|
-0%
|
|
2025 Q1
|
1.31%
|
28,558
|
$121.00
|
$3,455,518
|
-1.50% (-434)
|
-0.02%
|
|
2024 Q4
|
1.32%
|
28,992
|
$107.68
|
$3,121,859
|
-2.26% (-671)
|
-0.03%
|
|
2024 Q3
|
1.00%
|
29,663
|
$80.89
|
$2,399,440
|
+4.00% (+1,140)
|
+0.04%
|
|
2024 Q2
|
1.10%
|
28,523
|
$82.83
|
$2,362,560
|
-0.05% (-13)
|
-0%
|
|
2023 Q4
|
1.30%
|
28,536
|
$83.26
|
$2,375,907
|
-0.65% (-186)
|
-0.01%
|
|
2023 Q3
|
1.01%
|
28,722
|
$63.05
|
$1,811,000
|
+111.67% (+15,153)
|
+0.53%
|
|
2023 Q2
|
0.49%
|
13,569
|
$65.66
|
$891,000
|
new
|
+0.49%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.