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 Q1 2026, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.78 B.
Top institutional holders include Ken Fisher and Frank Sands.
Notably, Phil Town has expressed high conviction in this stock, allocating 36.77% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $360.68 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 100.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Netflix, Inc. (NFLX)
Major holders include Ken Fisher ($1.96 B), Frank Sands ($905.22 M), Tom Russo ($539.47 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 46.99 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $360.68 M, with 12 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited NFLX. The total reported sell value was $895.89 M.
Yes, 2 managers opened new positions in NFLX, and 10 increased their existing holdings. The total reported buy value was $535.21 M.
