Jefferies Group's NFLX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 268,523 shares of Netflix, Inc. (NFLX) worth $25.18 M, representing 0.13% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 246,413 shares. Largest reduction occurred in Q2 2025, reducing 24,710 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +23,950 | New Buy | 23,950 | $29.49 |
| Q1 2023 | -3,760 | Reduce 15.70% | 20,190 | $34.55 |
| Q2 2023 | -5,550 | Reduce 27.49% | 14,640 | $44.05 |
| Q3 2023 | +1,380 | Add 9.43% | 16,020 | $37.76 |
| Q4 2023 | -4,180 | Reduce 26.09% | 11,840 | $48.69 |
| Q1 2024 | +640 | Add 5.41% | 12,480 | $60.73 |
| Q2 2024 | +28,230 | Add 226.20% | 40,710 | $67.49 |
| Q3 2024 | +13,830 | Add 33.97% | 54,540 | $70.93 |
| Q4 2024 | -15,360 | Reduce 28.16% | 39,180 | $89.14 |
| Q1 2025 | +19,920 | Add 50.84% | 59,100 | $93.26 |
| Q2 2025 | -24,710 | Reduce 41.81% | 34,390 | $133.93 |
| Q3 2025 | -12,280 | Reduce 35.71% | 22,110 | $119.89 |
| Q4 2025 | +246,413 | Add 1114.49% | 268,523 | $93.76 |
Jefferies Group's Netflix Investment FAQs
Jefferies Group first purchased Netflix, Inc. (NFLX) in Q4 2022, acquiring 23,950 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Netflix, Inc. (NFLX) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Netflix, Inc. (NFLX) was in Q4 2025, adding 268,523 shares worth $25.18 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 268,523 shares of Netflix, Inc. (NFLX), valued at approximately $25.18 M.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 0.13% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Netflix, Inc. (NFLX) was 268,523 shares, as reported at the end of Q4 2025.