NET
Cloudflare Inc
Cloudflare Inc historical holders
total: 3
Lountzis Asset Management Cloudflare Inc transactions over time
- Total transactions:
- 10
- New positions:
- 1
- Added:
- 2
- Reduced:
- 7
- Held since:
- 2023 Q2
- Held for:
- 13 quarters
- Latest activity:
- 2026 Q2
Paul Lountzis has been an institutional investor in Cloudflare Inc (NET) since 2023 Q2. According to 2026 Q2 report, Paul Lountzis holds 26,924 shares with a market value of roughly $6.60M representing 2.09% of their equity portfolio. The fund/company first acquired NET in 2023 Q2, initially purchasing 13,569 shares. Since the initial investment, Lountzis Asset Management has made 9 more transactions in this position.
Does Paul Lountzis still hold NET?
Yes, Paul Lountzis continues to hold Cloudflare Inc (NET). According to their 2026 Q2 report, they maintain a position of 26,924 shares valued at approximately $6.60M, representing 2.09% of their equity portfolio.
When did Paul Lountzis first invest in NET?
Paul Lountzis first invested in Cloudflare Inc (NET) in 2023 Q2 at the reported quarter-end price of $65.66 per share, acquiring 13,569 shares in their initial purchase.
What is Paul Lountzis's average cost basis for NET?
Based on historical transaction data, Paul Lountzis's estimated cost basis for Cloudflare Inc (NET) is approximately $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
NET transactions history by Lountzis Asset Management
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.