NETGEAR, Inc.
US ˙ NasdaqGS ˙ US64111Q1040

SecurityNTGR / NETGEAR, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership24,400 shares
Latest Disclosed Value $ 598,532
Two Sigma Advisers, Lp reports 4.27% increase in ownership of NTGR / NETGEAR, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 24,400 shares of NETGEAR, Inc. (US:NTGR) valued at $598,532 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 23,400 shares of NETGEAR, Inc.. This represents a change in shares of 4.27% during the quarter. The current value of the position is $587,796 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-17 2025-12-31 13F NETGEAR COM 64111Q104 24,400 1,000 4.27 599 -21.00 0.0012
2025-11-14 2025-09-30 13F NETGEAR COM 64111Q104 23,400 700 3.08 758 14.87 0.0015
2025-08-14 2025-06-30 13F NETGEAR COM 64111Q104 22,700 -4,600 -16.85 660 -1.20 0.0014
2025-05-15 2025-03-31 13F NETGEAR COM 64111Q104 27,300 -17,200 -38.65 668 -46.21 0.0015
2025-02-14 2024-12-31 13F NETGEAR COM 64111Q104 44,500 -96,600 -68.46 1,240 -56.18 0.0029
2024-11-14 2024-09-30 13F NETGEAR COM 64111Q104 141,100 -54,500 -27.86 2,830 -5.41 0.0066
2024-08-14 2024-06-30 13F NETGEAR COM 64111Q104 195,600 -12,300 -5.92 2,993 -8.72 0.0067
2024-05-15 2024-03-31 13F NETGEAR COM 64111Q104 207,900 -40,700 -16.37 3,279 -9.55 0.0076
2024-02-14 2023-12-31 13F NETGEAR COM 64111Q104 248,600 17,700 7.67 3,625 24.66 0.0085
2023-11-14 2023-09-30 13F NETGEAR COM 64111Q104 230,900 82,400 55.49 2,907 38.30 0.0074
2023-08-14 2023-06-30 13F NETGEAR COM 64111Q104 148,500 61,500 70.69 2,103 30.56 0.0054
2023-05-15 2023-03-31 13F NETGEAR COM 64111Q104 87,000 -8,500 -8.90 1,610 -6.88 0.0042
2023-02-14 2022-12-31 13F NETGEAR COM 64111Q104 95,500 -1,300 -1.34 1,730 -10.88 0.0048
2022-11-14 2022-09-30 13F NETGEAR COM 64111Q104 96,800 69,800 258.52 1,940 288.00 0.0056
2022-08-15 2022-06-30 13F NETGEAR COM 64111Q104 27,000 6,600 32.35 500 -0.60 0.0014
2022-05-16 2022-03-31 13F NETGEAR COM 64111Q104 20,400 -25,700 -55.75 503 -62.66 0.0013
2022-02-14 2021-12-31 13F NETGEAR COM 64111Q104 46,100 10,200 28.41 1,347 17.54 0.0034
2021-11-15 2021-09-30 13F NETGEAR COM 64111Q104 35,900 -61,300 -63.07 1,146 -69.23 0.0030
2021-08-16 2021-06-30 13F NETGEAR COM 64111Q104 97,200 -4,100 -4.05 3,725 -10.52 0.0098
2021-05-17 2021-03-31 13F NETGEAR COM 64111Q104 101,300 -44,500 -30.52 4,163 -29.73 0.0114
2021-02-16 2020-12-31 13F NETGEAR COM 64111Q104 145,800 -14,100 -8.82 5,924 20.21 0.0158
2020-11-16 2020-09-30 13F NETGEAR COM 64111Q104 159,900 0 0.00 4,928 19.03 0.0141
2020-09-15 2020-06-30 13F/A-1 NETGEAR COM 64111Q104 159,900 -6,200 -3.73 4,140 9.12 0.0122
2020-08-14 2020-06-30 13F NETGEAR COM 64111Q104 159,900 -6,200 4,140 11,963.2250
2020-05-15 2020-03-31 13F NETGEAR COM 64111Q104 166,100 -53,500 -24.36 3,794 -29.51 0.0145
2020-02-14 2019-12-31 13F NETGEAR COM 64111Q104 219,600 115,600 111.15 5,382 60.61 0.0125
2019-11-14 2019-09-30 13F NETGEAR COM 64111Q104 104,000 5,800 5.91 3,351 34.96 0.0082
2019-08-14 2019-06-30 13F NETGEAR COM 64111Q104 98,200 47,400 93.31 2,483 47.62 0.0062
2019-05-15 2019-03-31 13F NETGEAR COM 64111Q104 50,800 14,400 39.56 1,682 -11.19 0.0042
2019-02-14 2018-12-31 13F NETGEAR COM 64111Q104 36,400 -1,300 -3.45 1,894 -20.05 0.0052
2018-11-14 2018-09-30 13F NETGEAR COM 64111Q104 37,700 1,863 5.20 2,369 5.76 0.0058
2018-08-14 2018-06-30 13F NETGEAR COM 64111Q104 35,837 6,200 20.92 2,240 32.15 0.0060
2018-05-15 2018-03-31 13F NETGEAR COM 64111Q104 29,637 -28,100 -48.67 1,695 -50.03 0.0046
2018-02-14 2017-12-31 13F NETGEAR COM 64111Q104 57,737 19,300 50.21 3,392 85.36 0.0091
2017-11-14 2017-09-30 13F NETGEAR COM 64111Q104 38,437 -13,763 -26.37 1,830 -18.67 0.0052
2017-08-14 2017-06-30 13F NETGEAR COM 64111Q104 52,200 -2,600 -4.74 2,250 -17.13 0.0074
2017-05-15 2017-03-31 13F NETGEAR COM 64111Q104 54,800 -437 -0.79 2,715 -9.56 0.0089
2017-02-14 2016-12-31 13F NETGEAR COM 64111Q104 55,237 5,200 10.39 3,002 -0.83 0.0115
2016-11-14 2016-09-30 13F NETGEAR COM 64111Q104 50,037 -41,200 -45.16 3,027 -30.21 0.0129
2016-08-15 2016-06-30 13F NETGEAR COM 64111Q104 91,237 -8,800 -8.80 4,337 7.40 0.0220
2016-05-16 2016-03-31 13F NETGEAR COM 64111Q104 100,037 -73,372 -42.31 4,038 -44.44 0.0226
2016-02-16 2015-12-31 13F NETGEAR COM 64111Q104 173,409 14,470 9.10 7,268 56.54 0.0433
2015-11-16 2015-09-30 13F NETGEAR COM 64111Q104 158,939 63,202 66.02 4,643 61.55 0.0293
2016-02-09 2015-06-30 13F/A-1 NETGEAR COMMON STOCK 64111Q104 95,737 42,900 81.19 2,874 65.46 0.0221
2015-08-14 2015-06-30 13F NETGEAR COMMON STOCK 64111Q104 96,637 2,904
2016-02-09 2015-03-31 13F/A-1 NETGEAR COM 64111Q104 52,837 19,800 59.93 1,737 47.83 0.0133
2015-05-15 2015-03-31 13F NETGEAR COM 64111Q104 51,137 1,682
2016-02-09 2014-12-31 13F/A-1 NETGEAR COMMON STOCK 64111Q104 33,037 -61,800 -65.16 1,175 -60.36 0.0094
2015-02-17 2014-12-31 13F NETGEAR COMMON STOCK 64111Q104 33,437 1,189
2016-02-09 2014-09-30 13F/A-1 NETGEAR COM 64111Q104 94,837 -15,600 -14.13 2,964 -22.81 0.0234
2014-11-14 2014-09-30 13F NETGEAR COM 64111Q104 94,637 2,958
2016-02-09 2014-06-30 13F/A-1 NETGEAR COMMON STOCK 64111Q104 110,437 69,400 169.12 3,840 177.66 0.0309
2014-08-14 2014-06-30 13F NETGEAR COMMON STOCK 64111Q104 110,437 3,840
2014-05-15 2014-03-31 13F Netgear Common Stock 64111Q104 41,037 -13,300 -24.48 1,383 -22.69 0.0126
2014-02-14 2013-12-31 13F Netgear Common Stock 64111Q104 54,337 24,700 83.34 1,789 95.52 0.0173
2013-11-14 2013-09-30 13F Netgear Common Stock 64111Q104 29,637 -37,600 -55.92 915 -55.43 0.0109
2013-08-14 2013-06-30 13F NETGEAR COM 64111Q104 67,237 67,237 2,053 0.0293
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.