7 tracked superinvestors hold NETFLIX INC. (NFLX), worth $3.4B combined, led by Steve Wymer. Smart money is accumulating NFLX as of the latest 13F filings.
Current price
$78.25
-37.8%
1Y
Netflix, Inc. serves as a worldwide entertainment provider. Its comprehensive library features television series, motion pictures, documentaries, and mobile games, spanning numerous genres and languages. Members can effortlessly stream this content through a variety of internet-connected devices, including smart TVs, digital media players, cable boxes, and mobile phones. Furthermore, the company…
Market cap
$387.6B
P/E
29.7
Div yield
0.0%
Revenue YoY
15.9%
Analyst target
$92
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
7
tracked 13F / N-PORT funds
Combined value
$3.4B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+1
3 buying · 2 selling
Smart money is net accumulating NFLX: 3 funds added or opened versus 2 trimming. 1 opened a brand-new position.
NETFLIX INC. (NFLX) is held by 7 tracked funds worth $3.4B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Steve Wymer at 0.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Terry Smith), with 2 adding and 2 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.9% | $860M | |
| Trimmed | 0.5% | $847M | |
| Added | 0.7% | $485M | |
| Added | 0.6% | $434M | |
| Trimmed | 0.7% | $336M | |
| Held | 1.2% | $261M | |
| New buy | 3.5% | $156M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Calls (bullish)
2 insiders filed SEC Form 144 for $4M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Spencer Neumann | Officer | 9,248 | $701K | 2026-08-10 |
| Bradford Lee Smith | Director | 35,990 | $3M | 2026-06-17 |
Which superinvestors own NFLX?
7 tracked funds hold NETFLIX INC. (NFLX), the largest being Steve Wymer (Fidelity Growth Company) at 0.9% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NFLX?
In the most recent 13F quarter, 3 tracked funds added or opened NFLX and 2 trimmed it, including 1 brand-new position.
How much NFLX do tracked funds hold?
Combined disclosed long exposure to NFLX across tracked superinvestors is $3.4B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.