Renaissance Technologies's NFLX Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 7.18 M shares of Netflix, Inc. (NFLX) worth $673.04 M, representing 1.04% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in NFLX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 15.04 M shares. Largest reduction occurred in Q2 2015, reducing 19.82 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4.46 M | Add 164.46% | 7.18 M | $93.76 |
| Q3 2025 | -2.67 M | Reduce 49.60% | 2.71 M | $119.89 |
| Q2 2025 | +5.38 M | Add 131892.16% | 5.39 M | $133.91 |
| Q1 2025 | -4.08 M | Reduce 99.90% | 4,080 | $92.78 |
| Q4 2024 | -122,740 | Reduce 2.92% | 4.08 M | $89.13 |
| Q3 2024 | +1.49 M | Add 54.66% | 4.2 M | $70.93 |
| Q2 2024 | +2.72 M | New Buy | 2.72 M | $67.49 |
| Q1 2024 | -4.05 M | Sold Out | 0 | $0.00 |
| Q4 2023 | -9.77 M | Reduce 70.67% | 4.05 M | $48.69 |
| Q3 2023 | +9.08 M | Add 191.50% | 13.83 M | $37.76 |
| Q2 2023 | -1.5 M | Reduce 24.04% | 4.74 M | $0.04 |
| Q1 2023 | +6.22 M | Add 25694.67% | 6.24 M | $0.03 |
| Q4 2022 | -7.94 M | Reduce 99.70% | 24,210 | $0.03 |
| Q3 2022 | +7.97 M | New Buy | 7.97 M | $23.54 |
| Q1 2022 | -2.33 M | Sold Out | 0 | $0.00 |
| Q4 2021 | -2.52 M | Reduce 51.91% | 2.33 M | $60.24 |
| Q3 2021 | -92,000 | Reduce 1.86% | 4.85 M | $61.03 |
| Q2 2021 | +2.99 M | Add 153.10% | 4.94 M | $52.82 |
| Q1 2021 | -4.56 M | Reduce 70.03% | 1.95 M | $52.17 |
| Q4 2020 | +2.16 M | Add 49.53% | 6.52 M | $54.07 |
| Q3 2020 | -3.77 M | Reduce 46.35% | 4.36 M | $50.00 |
| Q2 2020 | +1.52 M | Add 23.04% | 8.12 M | $45.50 |
| Q1 2020 | -854,000 | Reduce 11.45% | 6.6 M | $37.55 |
| Q4 2019 | +973,000 | Add 15.01% | 7.46 M | $32.36 |
| Q3 2019 | +1.3 M | Add 25.06% | 6.48 M | $26.76 |
| Q2 2019 | +5.18 M | New Buy | 5.18 M | $36.73 |
| Q1 2019 | -6.97 M | Sold Out | 0 | $0.00 |
| Q4 2018 | -274,970 | Reduce 3.80% | 6.97 M | $26.77 |
| Q3 2018 | -2.77 M | Reduce 27.64% | 7.24 M | $37.41 |
| Q2 2018 | -2.9 M | Reduce 22.46% | 10.01 M | $39.14 |
| Q1 2018 | +8.89 M | Add 221.25% | 12.91 M | $29.54 |
| Q4 2017 | -17.22 M | Reduce 81.08% | 4.02 M | $19.20 |
| Q3 2017 | +15.04 M | Add 242.90% | 21.24 M | $18.14 |
| Q2 2017 | -7.16 M | Reduce 53.64% | 6.19 M | $14.94 |
| Q1 2017 | +2.3 M | Add 20.83% | 13.36 M | $14.78 |
| Q4 2016 | +11.06 M | New Buy | 11.06 M | $12.38 |
| Q1 2016 | -6.27 M | Sold Out | 0 | $0.00 |
| Q4 2015 | +1.62 M | Add 34.93% | 6.27 M | $11.44 |
| Q3 2015 | +4.65 M | New Buy | 4.65 M | $10.33 |
| Q2 2015 | -19.82 M | Sold Out | 0 | $0.00 |
| Q1 2015 | -3.49 M | Reduce 14.96% | 19.82 M | $5.95 |
| Q4 2014 | +8.39 M | Add 56.28% | 23.3 M | $4.88 |
| Q3 2014 | +1.21 M | Add 8.85% | 14.91 M | $6.45 |
| Q2 2014 | -1.43 M | Reduce 9.45% | 13.7 M | $6.29 |
| Q1 2014 | +519,190 | Add 3.55% | 15.13 M | $5.03 |
| Q4 2013 | -4.92 M | Reduce 25.20% | 14.61 M | $5.26 |
| Q3 2013 | +19.53 M | New Buy | 19.53 M | $4.42 |
Renaissance Technologies's Netflix Investment FAQs
Renaissance Technologies first purchased Netflix, Inc. (NFLX) in Q3 2013, acquiring 19,530,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Netflix, Inc. (NFLX) for 47 quarters since Q3 2013.
Renaissance Technologies's largest addition to Netflix, Inc. (NFLX) was in Q3 2013, adding 19,530,000 shares worth $86.27 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 7,178,287 shares of Netflix, Inc. (NFLX), valued at approximately $673.04 M.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 1.04% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Netflix, Inc. (NFLX) was 23,303,000 shares, as reported at the end of Q4 2014.