Joel Greenblatt's NFLX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 357,369 shares of Netflix, Inc. (NFLX) worth $33.51 M, representing 0.12% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 134,650 shares. Largest reduction occurred in Q4 2023, reducing 174,110 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +30,819 | Add 9.44% | 357,369 | $93.76 |
| Q3 2025 | +73,390 | Add 28.99% | 326,550 | $119.89 |
| Q2 2025 | +67,500 | Add 36.36% | 253,160 | $133.91 |
| Q1 2025 | -24,280 | Reduce 11.57% | 185,660 | $93.25 |
| Q4 2024 | -90,380 | Reduce 30.09% | 209,940 | $89.13 |
| Q3 2024 | +67,480 | Add 28.98% | 300,320 | $70.93 |
| Q2 2024 | -25,850 | Reduce 9.99% | 232,840 | $67.49 |
| Q1 2024 | +48,470 | Add 23.06% | 258,690 | $60.73 |
| Q4 2023 | -174,110 | Reduce 45.30% | 210,220 | $48.69 |
| Q3 2023 | +99,390 | Add 34.88% | 384,330 | $37.76 |
| Q2 2023 | -114,470 | Reduce 28.66% | 284,940 | $44.05 |
| Q1 2023 | -950 | Reduce 0.24% | 399,410 | $34.55 |
| Q4 2022 | -26,030 | Reduce 6.10% | 400,360 | $29.49 |
| Q3 2022 | +82,900 | Add 24.13% | 426,390 | $23.54 |
| Q2 2022 | +94,770 | Add 38.10% | 343,490 | $17.49 |
| Q1 2022 | +79,170 | Add 46.69% | 248,720 | $37.46 |
| Q4 2021 | +12,270 | Add 7.80% | 169,550 | $60.24 |
| Q3 2021 | -41,270 | Reduce 20.79% | 157,280 | $61.03 |
| Q2 2021 | -16,100 | Reduce 7.50% | 198,550 | $52.82 |
| Q1 2021 | +30,230 | Add 16.39% | 214,650 | $52.16 |
| Q4 2020 | -29,530 | Reduce 13.80% | 184,420 | $54.07 |
| Q3 2020 | +52,350 | Add 32.39% | 213,950 | $50.00 |
| Q2 2020 | +134,650 | Add 499.63% | 161,600 | $45.50 |
| Q1 2020 | +16,290 | Add 152.81% | 26,950 | $37.55 |
| Q4 2019 | -31,990 | Reduce 75.01% | 10,660 | $32.36 |
| Q3 2019 | -1,840 | Reduce 4.14% | 42,650 | $26.75 |
| Q2 2019 | +17,030 | Add 62.02% | 44,490 | $36.73 |
| Q1 2019 | +18,620 | Add 210.63% | 27,460 | $35.65 |
| Q4 2018 | +2,200 | Add 33.13% | 8,840 | $26.81 |
| Q3 2018 | +6,640 | New Buy | 6,640 | $37.35 |
| Q1 2018 | -128,550 | Sold Out | 0 | $0.00 |
| Q4 2017 | +128,550 | New Buy | 128,550 | $19.20 |
| Q3 2014 | -139,370 | Sold Out | 0 | $0.00 |
| Q2 2014 | +139,370 | New Buy | 139,370 | $6.29 |
Joel Greenblatt's Netflix Investment FAQs
Joel Greenblatt first purchased Netflix, Inc. (NFLX) in Q2 2014, acquiring 139,370 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Netflix, Inc. (NFLX) for 34 quarters since Q2 2014.
Joel Greenblatt's largest addition to Netflix, Inc. (NFLX) was in Q2 2014, adding 139,370 shares worth $877,000.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 357,369 shares of Netflix, Inc. (NFLX), valued at approximately $33.51 M.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Netflix, Inc. (NFLX) was 426,390 shares, as reported at the end of Q3 2022.