Netflix

NFLX

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$2.7bn

Combined value at quarter end

Last quarter

6 bought

3 sold or trimmed

Fund portfolios

Funds holding it

See which

Price at Q2 ’26 end

$71.40

-25.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+5.1%Q3 ’24

+25.7%Q4 ’24

+4.6%Q1 ’25

+43.6%Q2 ’25

-10.5%Q3 ’25

-21.8%Q4 ’25

+2.5%Q1 ’26

-25.7%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

5Q4 ’23

6Q1 ’24

6Q2 ’24

6Q3 ’24

6Q4 ’24

6Q1 ’25

6Q2 ’25

6Q3 ’25

6Q4 ’25

8Q1 ’26

11Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Netflix.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Netflix

Greenlea Lane Capital	5.4%$19.7m	$19.7m	Trimmed -1.3%	2 qtrs
Pershing Square	4.8%$934m	$934m	New	1 qtr
Gardner Russo & Quinn	4.6%$408m	$408m	Added +1.8%	17 qtrs
Fundsmith	3.7%$499m	$499m	New	1 qtr
Harris Associates (Oakmark)	1.0%$786m	$786m	Added +12%	36 qtrs
Weitz Investment Management	0.7%$10.5m	$10.5m	New	1 qtr
Polen Capital Management	0.0%$4.9m	$4.9m	Trimmed -18%	22 qtrs
Markel Group	0.0%$2.9m	$2.9m	New	1 qtr
Semper Augustus	0.0%$213k	$213k	Unchanged	2 qtrs
First Pacific Advisors (FPA)	0.0%$1.2m	$1.2m	Unchanged	26 qtrs
Ruane, Cunniff & Goldfarb (Sequoia)	0.0%$578k	$578k	Unchanged	23 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Netflix
		Bought or sold				Filing
10 Sep 2026	Barton Richard NDirector	▼ Sold	720	$75.27	$54k	Form 4
9 Sep 2026	Barton Richard NDirector	▼ Sold	720	$76.26	$55k	Form 4
8 Sep 2026	Barton Richard NDirector	▼ Sold	720	$77.60	$56k	Form 4
10 Aug 2026	Neumann Spencer AdamChief Financial Officer	▼ Sold	9,248	$75.79	$701k	Form 4
6 Aug 2026	Peters Gregory KCo-CEO	▼ Sold	27,312	$73.54	$2.0m	Form 4
5 Aug 2026	Barton Richard NDirector	▼ Sold	2,160	$75.10	$162k	Form 4
4 Aug 2026	Sarandos Theodore ACo-CEO	▼ Sold	27,312	$73.35	$2.0m	Form 4
4 Aug 2026	Hyman David AChief Legal Officer	▼ Sold	5,723	$72.85	$417k	Form 4
3 Aug 2026	Sarandos Theodore ACo-CEO	▼ Sold	81,891	$72.90	$6.0m	Form 4
3 Aug 2026	Sarandos Theodore ACo-CEO	▼ Sold	23,959	$73.48	$1.8m	Form 4

About the company

Sector: Communication and media · Services-Video Tape Rental
Incorporated in: Delaware
Financial year ends: 31 December
Shares outstanding: 4.16bn at 30 Jun 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$4.4bn2013

$6.8bn2015

$12bn2017

$20bn2019

$30bn2021

$34bn2023

$45bn2025

Netflix revenue and net income by year
Year	Revenue	Net income
2025	$45bn	$11bn
2024	$39bn	$8.7bn
2023	$34bn	$5.4bn
2022	$32bn	$4.5bn
2021	$30bn	$5.1bn
2020	$25bn	$2.8bn
2019	$20bn	$1.9bn
2018	$16bn	$1.2bn
2017	$12bn	$559m
2016	$8.8bn	$187m
2015	$6.8bn	$123m
2014	$5.5bn	$267m
2013	$4.4bn	$112m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter

Horizon Kinetics in Q2 2026

In fund portfolios

US-registered funds run by these managers that hold Netflix, from their latest N-PORT filings.

Funds holding Netflix

Fundsmith Equity ETFFundsmith	2.9%	$221k	30 Jun 2026
Weitz Partners Value FundWeitz Investment Management	1.4%	$6.8m	30 Jun 2026
Oakmark Global FundHarris Associates (Oakmark)	1.1%	$12.2m	30 Jun 2026
Weitz Partners III Opportunity FundWeitz Investment Management	1.1%	$3.6m	30 Jun 2026