Ray Dalio's NET Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 15,015 shares of Cloudflare, Inc. (NET) worth $3.22 M, representing 0.01% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in NET, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 95,223 shares. Largest reduction occurred in Q2 2022, reducing 108,901 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Cloudflare (NET) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cloudflare (NET) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +20,619 | New Buy | 20,619 | $76.00 |
| Q1 2021 | -20,619 | Sold Out | 20,619 | $0.00 |
| Q1 2022 | +115,842 | New Buy | 115,842 | $119.70 |
| Q2 2022 | -108,901 | Reduce 94.01% | 6,941 | $43.80 |
| Q3 2022 | +41,038 | Add 591.24% | 47,979 | $55.32 |
| Q4 2022 | -47,979 | Sold Out | 47,979 | $0.00 |
| Q3 2025 | +15,015 | New Buy | 15,015 | $214.59 |
Ray Dalio's Cloudflare Investment FAQs
Ray Dalio first purchased Cloudflare, Inc. (NET) in Q4 2020, acquiring 20,619 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Cloudflare, Inc. (NET) for 20 quarters since Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Cloudflare, Inc. (NET) was in Q1 2022, adding 115,842 shares worth $13.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 15,015 shares of Cloudflare, Inc. (NET), valued at approximately $3.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Cloudflare, Inc. (NET) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Cloudflare, Inc. (NET) was 115,842 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.