← Back to 13F board
NFLX
Quarter 2026Q1 · NETFLIX INC. · CUSIP 64110L106
⚠️ Divergence — The three dimensions disagree — e.g. few whales piling in while most trim, or broad nibbling while whales sell. This contradiction is the signal.
Size · Holdings
$19.9B
#25 · 21 Holders
Total market value held across tracked managers.
Force · Net Flow
-$5.3B
#9219 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
+7
14▲ 7▼ · 4 New
Net-buying groups minus net-selling groups (related filers count once).

Who's adding

capital_group+$2.5B
harris_oakmark+$945M
millennium+$298M
marshall_wace+$295M
russo+$58M
hound+$27M
aqr+$27M
gotham+$15M
point72+$13M
whale_rock+$13M
bridgewater+$6M
soros+$5M
gamco+$2M
semper_augustus+$287K

Who's trimming

maverick-$5M
polen-$9M
two_sigma-$84M
coatue-$382M
rentec-$686M
citadel-$2.5B
norges-$5.8B

Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.