Tom Russo's NFLX Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 5 M shares of Netflix, Inc. (NFLX) worth $469.25 M, representing 5.07% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Tom Russo has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 4.2 M shares. Largest reduction occurred in Q1 2024, reducing 2.51 M shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Tom Russo
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -139,485 | Reduce 2.71% | 5 M | $93.76 |
| Q3 2025 | -279,090 | Reduce 5.15% | 5.14 M | $119.89 |
| Q2 2025 | -160,780 | Reduce 2.88% | 5.42 M | $133.91 |
| Q1 2025 | -743,610 | Reduce 11.75% | 5.58 M | $93.25 |
| Q4 2024 | -990,650 | Reduce 13.54% | 6.33 M | $89.13 |
| Q3 2024 | -502,240 | Reduce 6.42% | 7.32 M | $70.93 |
| Q2 2024 | -920,130 | Reduce 10.53% | 7.82 M | $67.49 |
| Q1 2024 | -2.51 M | Reduce 22.30% | 8.74 M | $60.73 |
| Q4 2023 | -365,130 | Reduce 3.14% | 11.25 M | $48.69 |
| Q3 2023 | -142,700 | Reduce 1.21% | 11.61 M | $37.76 |
| Q2 2023 | +1.1 M | Add 10.34% | 11.76 M | $44.05 |
| Q1 2023 | -49,600 | Reduce 0.46% | 10.66 M | $34.55 |
| Q4 2022 | +1.3 M | Add 13.79% | 10.71 M | $29.49 |
| Q3 2022 | +4.2 M | Add 80.63% | 9.41 M | $23.54 |
| Q2 2022 | +5.21 M | New Buy | 5.21 M | $17.49 |
Tom Russo's Netflix Investment FAQs
Tom Russo first purchased Netflix, Inc. (NFLX) in Q2 2022, acquiring 5,208,420 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held Netflix, Inc. (NFLX) for 15 quarters since Q2 2022.
Tom Russo's largest addition to Netflix, Inc. (NFLX) was in Q2 2022, adding 5,208,420 shares worth $91.08 M.
According to the latest 13F filing for Q4 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 5,004,765 shares of Netflix, Inc. (NFLX), valued at approximately $469.25 M.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 5.07% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Russo's peak holding in Netflix, Inc. (NFLX) was 11,757,450 shares, as reported at the end of Q2 2023.