Ruane Cunniff's NFLX Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 5,220 shares of Netflix, Inc. (NFLX) worth $489,427, representing 0.01% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Ruane Cunniff has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 6.54 M shares. Largest reduction occurred in Q3 2022, reducing 8.27 M shares.
Analysis based on 13F filings available since 2013 Q2
Ruane Cunniff's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Ruane Cunniff
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +7.01 M | New Buy | 7.01 M | $54.07 |
| Q1 2021 | -72,650 | Reduce 1.04% | 6.94 M | $52.17 |
| Q2 2021 | +1.06 M | Add 15.26% | 8 M | $52.82 |
| Q3 2021 | -73,690 | Reduce 0.92% | 7.93 M | $61.03 |
| Q4 2021 | -175,800 | Reduce 2.22% | 7.75 M | $60.24 |
| Q1 2022 | +6.54 M | Add 84.36% | 14.29 M | $37.46 |
| Q2 2022 | +6.27 M | Add 43.84% | 20.56 M | $17.49 |
| Q3 2022 | -8.27 M | Reduce 40.25% | 12.28 M | $23.54 |
| Q4 2022 | -5.99 M | Reduce 48.76% | 6.29 M | $29.49 |
| Q1 2023 | -127,650 | Reduce 2.03% | 6.16 M | $34.55 |
| Q2 2023 | -6.15 M | Reduce 99.68% | 19,420 | $44.05 |
| Q3 2023 | -7,340 | Reduce 37.80% | 12,080 | $37.76 |
| Q4 2023 | -5,930 | Reduce 49.09% | 6,150 | $48.69 |
| Q3 2024 | -90 | Reduce 1.46% | 6,060 | $70.93 |
| Q3 2025 | -20 | Reduce 0.33% | 6,040 | $119.89 |
| Q4 2025 | -820 | Reduce 13.58% | 5,220 | $93.76 |
Ruane Cunniff's Netflix Investment FAQs
Ruane Cunniff first purchased Netflix, Inc. (NFLX) in Q4 2020, acquiring 7,013,740 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff has held Netflix, Inc. (NFLX) for 21 quarters since Q4 2020.
Ruane Cunniff's largest addition to Netflix, Inc. (NFLX) was in Q4 2020, adding 7,013,740 shares worth $379.25 M.
According to the latest 13F filing for Q4 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 5,220 shares of Netflix, Inc. (NFLX), valued at approximately $489,427.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 0.01% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings.
Ruane Cunniff's peak holding in Netflix, Inc. (NFLX) was 20,555,040 shares, as reported at the end of Q2 2022.