NETFLIX INC (NFLX) Stock Institutional Trading Activity
NETFLIX INC (NFLX) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Tiger Global Management, Polen Capital Management, Eagle Capital Management, and Viking Global Investors. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2021 | Polen Capital Management | Buy | 79,772 | 2,694,913 | $1,623,523 |
| Q3 2021 | ARK Invest | Sell | -86,197 | 25,376 | $15,488 |
| Q3 2021 | Eagle Capital Management | Sell | -74,615 | 2,746,008 | $1,675,999 |
| Q3 2021 | Sequoia Financial Advisors | Sell | -1,181 | 768 | $469 |
| Q3 2021 | Meritage Group | Sell | -5,542 | 319,363 | $194,920 |
| Q3 2021 | Viking Global Investors | Sell | -467,631 | 410,913 | $250,797 |
| Q3 2021 | Renaissance Technologies LLC | Sell | -9,200 | 485,100 | $296,076 |
| Q3 2021 | Egerton Capital UK | Sell | -829,231 | 673,160 | $410,856 |
| Q3 2021 | Sequoia Fund | Sell | -7,369 | 792,685 | $483,807 |
| Q3 2021 | Polen Capital Management | Buy | 175,827 | 2,615,141 | $1,596,125 |
| Q2 2021 | ARK Invest | Sell | -21,928 | 111,573 | $58,934 |
| Q2 2021 | Eagle Capital Management | Buy | 1,311,492 | 2,820,623 | $1,489,881 |
| Q2 2021 | Sequoia Financial Advisors | Buy | 10 | 1,949 | $1,029 |
| Q2 2021 | Greenlea Lane Capital Management | Buy | 8,140 | 43,413 | $22,931 |
| Q2 2021 | Appaloosa Management | Sell | -42,000 | 65,500 | $34,598 |
| Q2 2021 | Meritage Group | Buy | 2,567 | 324,905 | $171,618 |
| Q2 2021 | Renaissance Technologies LLC | Buy | 299,000 | 494,300 | $261,094 |
| Q2 2021 | Sequoia Fund | Buy | 105,945 | 800,054 | $422,597 |
| Q2 2021 | Viking Global Investors | Buy | 128,487 | 878,544 | $464,056 |
| Q2 2021 | Tiger Global Management | Buy | 30,200 | 1,086,490 | $573,895 |
| Q2 2021 | Egerton Capital UK | Sell | -40,435 | 1,502,391 | $793,578 |
| Q2 2021 | Polen Capital Management | Buy | 92,497 | 2,439,314 | $1,288,470 |
| Q1 2021 | ARK Invest | Sell | -72,917 | 133,501 | $69,642 |
| Q1 2021 | Eagle Capital Management | Sell | -138,207 | 1,509,131 | $787,253 |
| Q1 2021 | Sequoia Financial Advisors | Buy | 177 | 1,939 | $1,011 |
| Q1 2021 | Greenbrier Partners Capital Management | Buy | 8,000 | 8,000 | $4,173 |
| Q1 2021 | Greenlea Lane Capital Management | Sell | -942 | 35,273 | $18,401 |
| Q1 2021 | Appaloosa Management | Sell | -19,500 | 107,500 | $56,078 |
| Q1 2021 | Renaissance Technologies LLC | Sell | -456,300 | 195,300 | $101,880 |
| Q1 2021 | Meritage Group | Buy | 322,338 | 322,338 | $168,151 |
Frequently asked questions about NFLX activity
Which institutional owners are buying NFLX?
Institutional owners buying NFLX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NFLX activity?
"Buy" means an investor increased their reported position in NFLX compared to the prior reporting period. This reflects growing exposure to NETFLIX INC (NFLX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NFLX increasing?
Institutional interest in NFLX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.