Renaissance Technologies's NFLX Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 2.7M shares of Netflix, Inc. (NFLX) worth $325.42 M, representing 0.43% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 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 15.0M shares. Largest reduction occurred in Q4 2017, reducing 17.2M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +19.53 M | New Buy | 19.53 M | $4.42 |
| Q4 2013 | -4.92 M | Reduce 25.20% | 14.61 M | $5.26 |
| Q1 2014 | +519,190 | Add 3.55% | 15.13 M | $5.03 |
| Q2 2014 | -1.43 M | Reduce 9.45% | 13.7 M | $6.29 |
| Q3 2014 | +1.21 M | Add 8.85% | 14.91 M | $6.45 |
| Q4 2014 | +8.39 M | Add 56.28% | 23.3 M | $4.88 |
| Q1 2015 | -3.49 M | Reduce 14.96% | 19.82 M | $5.95 |
| Q2 2015 | -19.82 M | Sold Out | 19.82 M | $0.00 |
| Q3 2015 | +4.65 M | New Buy | 4.65 M | $10.33 |
| Q4 2015 | +1.62 M | Add 34.93% | 6.27 M | $11.44 |
| Q1 2016 | -6.27 M | Sold Out | 6.27 M | $0.00 |
| Q4 2016 | +11.06 M | New Buy | 11.06 M | $12.38 |
| Q1 2017 | +2.3 M | Add 20.83% | 13.36 M | $14.78 |
| Q2 2017 | -7.16 M | Reduce 53.64% | 6.19 M | $14.94 |
| Q3 2017 | +15.04 M | Add 242.90% | 21.24 M | $18.14 |
| Q4 2017 | -17.22 M | Reduce 81.08% | 4.02 M | $19.20 |
| Q1 2018 | +8.89 M | Add 221.25% | 12.91 M | $29.54 |
| Q2 2018 | -2.9 M | Reduce 22.46% | 10.01 M | $39.14 |
| Q3 2018 | -2.77 M | Reduce 27.64% | 7.24 M | $37.41 |
| Q4 2018 | -274,970 | Reduce 3.80% | 6.97 M | $26.77 |
| Q1 2019 | -6.97 M | Sold Out | 6.97 M | $0.00 |
| Q2 2019 | +5.18 M | New Buy | 5.18 M | $36.73 |
| Q3 2019 | +1.3 M | Add 25.06% | 6.48 M | $26.76 |
| Q4 2019 | +973,000 | Add 15.01% | 7.46 M | $32.36 |
| Q1 2020 | -854,000 | Reduce 11.45% | 6.6 M | $37.55 |
| Q2 2020 | +1.52 M | Add 23.04% | 8.12 M | $45.50 |
| Q3 2020 | -3.77 M | Reduce 46.35% | 4.36 M | $50.00 |
| Q4 2020 | +2.16 M | Add 49.53% | 6.52 M | $54.07 |
| Q1 2021 | -4.56 M | Reduce 70.03% | 1.95 M | $52.17 |
| Q2 2021 | +2.99 M | Add 153.10% | 4.94 M | $52.82 |
| Q3 2021 | -92,000 | Reduce 1.86% | 4.85 M | $61.03 |
| Q4 2021 | -2.52 M | Reduce 51.91% | 2.33 M | $60.24 |
| Q1 2022 | -2.33 M | Sold Out | 2.33 M | $0.00 |
| Q3 2022 | +7.97 M | New Buy | 7.97 M | $23.54 |
| Q4 2022 | -7.94 M | Reduce 99.70% | 24,210 | $0.03 |
| Q1 2023 | +6.22 M | Add 25694.67% | 6.24 M | $0.03 |
| Q2 2023 | -1.5 M | Reduce 24.04% | 4.74 M | $0.04 |
| Q3 2023 | +9.08 M | Add 191.50% | 13.83 M | $37.76 |
| Q4 2023 | -9.77 M | Reduce 70.67% | 4.05 M | $48.69 |
| Q1 2024 | -4.05 M | Sold Out | 4.05 M | $0.00 |
| Q2 2024 | +2.72 M | New Buy | 2.72 M | $67.49 |
| Q3 2024 | +1.49 M | Add 54.66% | 4.2 M | $70.93 |
| Q4 2024 | -122,740 | Reduce 2.92% | 4.08 M | $89.13 |
| Q1 2025 | -4.08 M | Reduce 99.90% | 4,080 | $92.78 |
| Q2 2025 | +5.38 M | Add 131892.16% | 5.39 M | $133.91 |
| Q3 2025 | -2.67 M | Reduce 49.60% | 2.71 M | $119.89 |
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 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to Netflix, Inc. (NFLX) was in Q3 2013, adding 19,530,000 shares worth $86.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 2,714,290 shares of Netflix, Inc. (NFLX), valued at approximately $325.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Netflix, Inc. (NFLX) represents approximately 0.43% of Renaissance Technologies'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.
Renaissance Technologies's peak holding in Netflix, Inc. (NFLX) was 23,303,000 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.