NETFLIX INC.

$NFLX
Smart money positioned

72 of the Top-200 alpha managers hold $NFLX as of the latest 13F snapshot.

13F holders
3,562
Insider buys · 90d
0
Congress · 90d
4trades

Smart Money · top-200 alpha cohort

72 holders · Q1 2026
Mass Initiation on $NFLX: 41 of 69 Cohort Holders New This Quarter

72 of the Top-200 alpha managers hold $NFLX as of Q1 2026 — 26 new, 1 added, 2 trimmed, 43 held flat.

26 initiations · 1 add · 2 trims · 43 held flat  ·  Q1 2026

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 3,562 · Source: 13F-HR
01
Brightline Capital Management, LLC
1.06% of portfolio
278,433,500 sh
02
Solus Alternative Asset Management LP
1.08% of portfolio
247,192,800 sh
03
State Street
0.56% of portfolio
176,780,995 sh
04
Axa S.a.
0.57% of portfolio
171,654,762 sh
05
State Farm Mutual Automobile Insurance Co.
0.26% of portfolio
77,452,490 sh
06
Envestnet Asset Management Inc.
1.02% of portfolio
68,045,981 sh
07
Renaissancere Holdings Ltd.
0.58% of portfolio
67,358,990 sh
08
ProShare Advisors LLC
0.62% of portfolio
61,894,705 sh
09
Bank of Nova Scotia Trust Co.
1.64% of portfolio
39,110,334 sh
10
Augustine Asset Management Inc.
0.68% of portfolio
38,912,666 sh
See all 3,562 13F holders · Pro →

Insider activity · last 90 days

22 transactions · 6 filers
09 Feb 2026
Hyman David A
▼ SOLD
5,727
$81.06
S
10 Feb 2026
Peters Gregory K
▼ SOLD
1,310
$84.40
S
10 Feb 2026
Peters Gregory K
▼ SOLD
11,283
$83.76
S
10 Feb 2026
Peters Gregory K
▼ SOLD
14,719
$82.74
S
10 Feb 2026
Willems Cletus R
▼ SOLD
3,136
$82.67
S
06 Feb 2026
Neumann Spencer Adam
▼ SOLD
9,248
$81.27
S
02 Feb 2026
Hastings Reed
▼ SOLD
38,620
$84.96
S
02 Feb 2026
Hastings Reed
▼ SOLD
104,594
$84.09
S
02 Feb 2026
Hastings Reed
▼ SOLD
247,756
$83.22
S
29 Jan 2026
Peters Gregory K
▼ SOLD
7,560
$83.75
S
29 Jan 2026
Peters Gregory K
▼ SOLD
98,221
$82.87
S
16 Jan 2026
Hyman David A
▼ SOLD
23,439
$88.11
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

28 disclosures · STOCK Act
House · Florida · Traded Mar 20
BOUGHT
$1K–$15K
Apr 9STOCK
House · Florida · Traded Mar 20
BOUGHT
$1K–$15K
Apr 9STOCK
House · Michigan · Traded Mar 20
BOUGHT
$1K–$15K
Apr 1STOCK
Traded Feb 13
SOLD
$1K–$15K
Mar 24STOCK
House · Texas · Traded Feb 27
BOUGHT
$1K–$15K
Mar 10STOCK
House · Texas · Traded Feb 5
BOUGHT
$1K–$15K
Mar 10STOCK
House · Texas · Traded Feb 17
BOUGHT
$1K–$15K
Mar 10STOCK
Senate · Arkansas · Traded Jan 8
BOUGHT
$1K–$15K
Feb 15STOCK
House · Texas · Traded Jan 30
BOUGHT
$15K–$50K
Feb 11STOCK
House · Louisiana · Traded Jan 20
BOUGHT
$50K–$100K
Feb 3STOCK
See full $NFLX Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:27 UTC.