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 short-term holding has been held for 7 quarters.
Based on 13F filings, Ray Dalio has maintained this position in NET for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2022, adding 115,842 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
| Report Date | 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 | 0 | $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 | 0 | $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 7 quarters since Q4 2020.
Ray Dalio's largest addition to Cloudflare, Inc. (NET) was in Q1 2022, adding 115,842 shares worth $13.87 M.
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.
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.
Ray Dalio's peak holding in Cloudflare, Inc. (NET) was 115,842 shares, as reported at the end of Q1 2022.