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Netflix, Inc.

NFLX Communication Services
$77.4 +$1.39 (1.83%)
Market Cap: $322.29 B
Gurus Holding
19
Popularity Rank
#47
% of Shares Held
1.51%
Net Activity (Q2 2026)
+$1.07 B

Guru Ownership Trend

Guru Analysis for Netflix, Inc. (NFLX)

Netflix, Inc. (NFLX), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.87 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.07 B net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Frank Sands reduced exposure by 43.3%.

Key Holders

Top 5 by Value

$1.46 B
$738.99 M
$499.11 M
$407.7 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.65 B
Total Buy Value
New Buys 3
Additions 11
-$584.53 M
Total Sell Value
Reductions 3
Sold Out 4

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
14

FAQs for Netflix, Inc. (NFLX)

Major holders include Ken Fisher ($1.46 B), Jeremy Grantham ($738.99 M), Terry Smith ($499.11 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 62.86 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.07 B, with 14 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited NFLX. The total reported sell value was $584.53 M.

Yes, 3 managers opened new positions in NFLX, and 11 increased their existing holdings. The total reported buy value was $1.65 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.43% Add 0.4% 20,415,312 $1.46 B Q2 2026
1.66% Add 155.6% 10,350,004 $738.99 M Q2 2026
3.66% New Buy 6,990,345 $499.11 M Q2 2026
0.67% Add 275718.1% 6,787,884 $484.66 M Q2 2026
4.57% Add 1.8% 5,710,088 $407.7 M Q2 2026
1.42% Reduce -43.3% 5,336,614 $381.03 M Q2 2026
0.27% Add 1237.4% 2,674,789 $190.98 M Q2 2026
0.06% Reduce -13.8% 2,529,862 $180.63 M Q2 2026
0.10% Add 19.6% 618,766 $44.18 M Q2 2026
4.31% Add 5.2% 405,000 $29.88 M Q2 2026
0.18% Add 8.2% 388,271 $27.72 M Q2 2026
0.10% Add 3.4% 224,871 $16.06 M Q2 2026
0.11% Add 20.1% 170,903 $12.2 M Q2 2026
0.73% New Buy 147,200 $10.51 M Q2 2026
0.04% Reduce -3.0% 46,451 $3.32 M Q2 2026
0.02% New Buy 40,000 $2.86 M Q2 2026
0.01% 16,400 $1.17 M Q2 2026
0.01% 8,091 $577,697 Q2 2026
0.00% Add 2.1% 1,151 $84,921 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form