John Overdeck’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.7M | Buy |
191,200
+7,400
| +4% | +$652K | 0.01% | 1291 |
|
|
2026
Q1 | $17.7M | Buy |
183,800
+178,100
| +3,125% | +$15.7M | 0.01% | 1022 |
|
|
2025
Q4 | $534K | Sell |
5,700
-14,300
| -72% | -$1.54M | ﹤0.01% | 3268 |
|
|
2025
Q3 | $2.4M | Buy |
+20,000
| New | +$2.44M | ﹤0.01% | 2010 |
|
|
2022
Q1 | – | Sell |
-853,000
| Closed | -$51.4M | – | 3771 |
|
|
2021
Q4 | $51.4M | Buy |
853,000
+658,000
| +337% | +$42M | 0.11% | 217 |
|
|
2021
Q3 | $11.9M | Sell |
195,000
-755,000
| -79% | -$41.5M | 0.03% | 692 |
|
|
2021
Q2 | $50.2M | Buy |
950,000
+366,000
| +63% | +$18.7M | 0.11% | 205 |
|
|
2021
Q1 | $30.5M | Sell |
584,000
-730,000
| -56% | -$38.7M | 0.08% | 292 |
|
|
2020
Q4 | $71.1M | Buy |
1,314,000
+880,000
| +203% | +$44.6M | 0.2% | 113 |
|
|
2020
Q3 | $21.7M | Sell |
434,000
-394,000
| -48% | -$19.6M | 0.08% | 278 |
|
|
2020
Q2 | $37.7M | Sell |
828,000
-7,000
| -0.8% | -$298K | 0.19% | 113 |
|
|
2020
Q1 | $31.4M | Sell |
835,000
-1,324,000
| -61% | -$46.8M | 0.26% | 66 |
|
|
2019
Q4 | $69.9M | Buy |
2,159,000
+79,000
| +4% | +$2.34M | 0.21% | 106 |
|
|
2019
Q3 | $55.7M | Buy |
2,080,000
+1,001,000
| +93% | +$31.3M | 0.19% | 133 |
|
|
2019
Q2 | $39.6M | Buy |
1,079,000
+469,000
| +77% | +$16.9M | 0.13% | 186 |
|
|
2019
Q1 | $21.8M | Sell |
610,000
-640,000
| -51% | -$22.2M | 0.07% | 369 |
|
|
2018
Q4 | $33.5M | Buy |
1,250,000
+520,000
| +71% | +$15.6M | 0.13% | 206 |
|
|
2018
Q3 | $27.3M | Buy |
730,000
+500,000
| +217% | +$18.1M | 0.07% | 343 |
|
|
2018
Q2 | $9M | Buy |
230,000
+30,000
| +15% | +$1.02M | 0.03% | 715 |
|
|
2018
Q1 | $5.91M | Sell |
200,000
-1,684,000
| -89% | -$45.8M | 0.02% | 861 |
|
|
2017
Q4 | $36.2M | Buy |
1,884,000
+1,514,000
| +409% | +$29.2M | 0.12% | 231 |
|
|
2017
Q3 | $6.71M | Sell |
370,000
-479,000
| -56% | -$8.35M | 0.02% | 672 |
|
|
2017
Q2 | $12.7M | Buy |
849,000
+719,000
| +553% | +$11.1M | 0.05% | 442 |
|
|
2017
Q1 | $1.92M | Buy |
130,000
+80,000
| +160% | +$1.12M | 0.01% | 1483 |
|
|
2016
Q4 | $619K | Buy |
+50,000
| New | +$593K | ﹤0.01% | 2363 |
|
|
2016
Q3 | – | Sell |
-920,000
| Closed | -$8.42M | – | 3292 |
|
|
2016
Q2 | $8.42M | Sell |
920,000
-850,000
| -48% | -$8.17M | 0.04% | 528 |
|
|
2016
Q1 | $18.1M | Buy |
1,770,000
+1,380,000
| +354% | +$13.5M | 0.09% | 273 |
|
|
2015
Q4 | $4.46M | Buy |
390,000
+50,000
| +15% | +$571K | 0.02% | 704 |
|
|
2015
Q3 | $3.51M | Buy |
+340,000
| New | +$3.65M | 0.02% | 629 |
|
Other funds holding NFLX
John Overdeck's NFLX Position: Q2 2026 in Review
John Overdeck increased its Netflix (NFLX) stake by 141% in Q2 2026, buying an estimated $40.5M and bringing the position to 786,200 shares worth $56.1M. The position accounts for 0.04% of the portfolio, ranked #515.
John Overdeck first reported a position in NFLX in Q3 2013 and has held it in 45 quarters since. The position peaked at $288M in Q2 2025. 3,362 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.
- John Overdeck held 786,200 shares of Netflix worth $56.1M as of Q2 2026.
- John Overdeck bought 460,410 Netflix shares in Q2 2026, an estimated $40.5M.
- Netflix made up 0.04% of John Overdeck's portfolio in Q2 2026, its #515 holding.
- John Overdeck first reported a position in Netflix in Q3 2013 and has held it in 45 quarters since.
- John Overdeck's Netflix position peaked at $288M in Q2 2025.
- 3,362 funds tracked by Wall St. Rank held Netflix as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.