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 | $14.4M | Sell |
201,000
-44,400
| -18% | -$3.91M | 0.01% | 1256 |
|
|
2026
Q1 | $23.6M | Buy |
+245,400
| New | +$21.6M | 0.02% | 855 |
|
|
2025
Q4 | – | Sell |
-30,000
| Closed | -$3.6M | – | 4299 |
|
|
2025
Q3 | $3.6M | Buy |
+30,000
| New | +$3.66M | 0.01% | 1722 |
|
|
2022
Q1 | – | Sell |
-1,105,000
| Closed | -$66.6M | – | 3772 |
|
|
2021
Q4 | $66.6M | Buy |
1,105,000
+755,000
| +216% | +$48.2M | 0.14% | 172 |
|
|
2021
Q3 | $21.4M | Sell |
350,000
-756,000
| -68% | -$41.6M | 0.05% | 449 |
|
|
2021
Q2 | $58.4M | Buy |
1,106,000
+545,000
| +97% | +$27.9M | 0.13% | 179 |
|
|
2021
Q1 | $29.3M | Sell |
561,000
-1,288,000
| -70% | -$68.3M | 0.08% | 303 |
|
|
2020
Q4 | $100M | Buy |
1,849,000
+1,172,000
| +173% | +$59.4M | 0.29% | 77 |
|
|
2020
Q3 | $33.9M | Sell |
677,000
-285,000
| -30% | -$14.2M | 0.12% | 176 |
|
|
2020
Q2 | $43.8M | Buy |
962,000
+127,000
| +15% | +$5.41M | 0.22% | 94 |
|
|
2020
Q1 | $31.4M | Sell |
835,000
-1,902,000
| -69% | -$67.3M | 0.26% | 67 |
|
|
2019
Q4 | $88.6M | Buy |
2,737,000
+952,000
| +53% | +$28.2M | 0.27% | 76 |
|
|
2019
Q3 | $47.8M | Buy |
1,785,000
+471,000
| +36% | +$14.7M | 0.16% | 160 |
|
|
2019
Q2 | $48.3M | Buy |
1,314,000
+544,000
| +71% | +$19.6M | 0.16% | 155 |
|
|
2019
Q1 | $27.5M | Sell |
770,000
-860,000
| -53% | -$29.8M | 0.09% | 300 |
|
|
2018
Q4 | $43.6M | Buy |
1,630,000
+750,000
| +85% | +$22.4M | 0.17% | 149 |
|
|
2018
Q3 | $32.9M | Buy |
880,000
+602,000
| +217% | +$21.9M | 0.09% | 290 |
|
|
2018
Q2 | $10.9M | Buy |
278,000
+138,000
| +99% | +$4.7M | 0.03% | 640 |
|
|
2018
Q1 | $4.13M | Sell |
140,000
-1,380,000
| -91% | -$37.6M | 0.01% | 1066 |
|
|
2017
Q4 | $29.2M | Buy |
1,520,000
+964,000
| +173% | +$18.6M | 0.1% | 281 |
|
|
2017
Q3 | $10.1M | Sell |
556,000
-131,000
| -19% | -$2.28M | 0.04% | 515 |
|
|
2017
Q2 | $10.3M | Buy |
687,000
+595,000
| +647% | +$9.15M | 0.04% | 514 |
|
|
2017
Q1 | $1.36M | Buy |
92,000
+32,000
| +53% | +$449K | ﹤0.01% | 1712 |
|
|
2016
Q4 | $743K | Sell |
60,000
-140,000
| -70% | -$1.66M | ﹤0.01% | 2223 |
|
|
2016
Q3 | $1.97M | Sell |
200,000
-780,000
| -80% | -$7.45M | 0.01% | 1469 |
|
|
2016
Q2 | $8.96M | Sell |
980,000
-210,000
| -18% | -$2.02M | 0.04% | 504 |
|
|
2016
Q1 | $12.2M | Buy |
1,190,000
+730,000
| +159% | +$7.17M | 0.06% | 388 |
|
|
2015
Q4 | $5.26M | Buy |
460,000
+310,000
| +207% | +$3.54M | 0.03% | 651 |
|
|
2015
Q3 | $1.55M | Buy |
+150,000
| New | +$1.61M | 0.01% | 961 |
|
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.