SEC 13F Intelligence

Two Sigma Advisers, LP / NFLX

Two Sigma Advisers, LP’s Netflix Inc. Position

Does Two Sigma Advisers, LP own Netflix Inc. (NFLX)? Not currently — the last reported position was 2.03M shares worth $190M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$190M
Q4 2025
Shares
2.03M
% of Portfolio
+0.37%
Quarters Held
20
position exited

Position History NFLX

Reported value by quarter
Q4 ’18: $204MQ4 ’18Q4 ’19: $177MQ1 ’20: $3MQ3 ’20: $19MQ3 ’20Q4 ’20: $249MQ4 ’21: $55MQ1 ’22: $17MQ1 ’22Q2 ’22: $331MQ3 ’22: $41MQ1 ’23: $405MQ1 ’23Q3 ’23: $185MQ4 ’23: $479MQ1 ’24: $493MQ1 ’24Q2 ’24: $395MQ3 ’24: $32MQ4 ’24: $412MQ4 ’24Q1 ’25: $192MQ2 ’25: $696MQ3 ’25: $669MQ3 ’25Q4 ’25: $190Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.03M$190M+0.37%
Q3 2025558.1K$669M+1.34%
Q2 2025519.9K$696M+1.43%
Q1 2025205.7K$192M+0.43%
Q4 2024461.9K$412M+0.95%
Q3 202444.6K$32M+0.07%
Q2 2024584.9K$395M+0.88%
Q1 2024811.8K$493M+1.14%
Q4 2023982.9K$479M+1.12%
Q3 2023489.4K$185M+0.47%
Q1 20231.17M$405M+1.05%
Q3 2022172.2K$41M+0.12%
Q2 20221.89M$331M+0.94%
Q1 202244.2K$17M+0.04%
Q4 202191.3K$55M+0.14%
Q4 2020461.2K$249M+0.67%
Q3 202037.6K$19M+0.05%
Q1 20208.3K$3M+0.01%
Q4 2019546.5K$177M+0.41%
Q4 2018763.9K$204M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Advisers, LP’s full portfolio or all institutional holders of NFLX.