Joel Greenblatt's NFLX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 517,412 shares of Netflix, Inc. (NFLX) worth $49.75 M, representing 0.15% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 160,043 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 |
|---|---|---|---|---|
| Q1 2026 | +160,043 | Add 44.78% | 517,412 | $96.15 |
| 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 35 quarters since Q2 2014.
Joel Greenblatt's largest addition to Netflix, Inc. (NFLX) was in Q1 2026, adding 517,412 shares worth $49.75 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 517,412 shares of Netflix, Inc. (NFLX), valued at approximately $49.75 M.
As of the Q1 2026 filing, Netflix, Inc. (NFLX) represents approximately 0.15% 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 517,412 shares, as reported at the end of Q1 2026.