Follow-The-Filings

Security · featured owners

NFLX Netflix Inc.

Communication Services COM Equity as of 2026 Q2 among managers we track

  • 16 Owners
  • #39
  • Max 5.4%
  • Master 0.18%
  • $3.1B
  • 4 new 4 add 4 reduce 3 exits

NFLX (Netflix Inc.) is held in 16 featured 13F books as of 2026 Q2. Josh Tarasoff - Greenlea Lane Capital Management is the largest tracked holder by portfolio weight (5.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 5.4% (Josh Tarasoff - Greenlea Lane Capital Management) · not free-float ownership

  1. Josh Tarasoff reduce 5.4%
  2. Bill Ackman new 4.8%
  3. Thomas Russo add 4.6%
  4. Rule One Partners add 4.3%
  5. Terry Smith new 3.7%
  6. Bill Nygren / Oakmark add 1.0%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Ackman - Pershing Square 2026 Q2 4.8% New 4.8% 13,081,465 $934M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 1.0% Add +11.7% 11,014,943 $786M history
Terry Smith - Fundsmith 2026 Q2 3.7% New 3.7% 6,990,345 $499M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 4.6% Add +1.8% 5,710,088 $408M history
Philippe Laffont - Coatue Management 2026 Q2 0.69% Reduce −31.7% 4,710,420 $336M history
Rule One Partners 2026 Q2 4.3% Add +5.2% 405,000 $30M history
Josh Tarasoff - Greenlea Lane Capital Management 2026 Q2 5.4% Reduce −1.3% 275,835 $20M history
Cathie Wood - Ark Investment Management 2026 Q2 0.10% Add +3.4% 224,871 $16M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.73% New 0.73% 147,200 $11M history
Polen Capital Management 2026 Q2 0.04% Reduce −18.2% 68,139 $5M history
George Soros - Soros Fund Management 2026 Q2 0.04% Reduce −3.0% 46,451 $3M history
Thomas Gayner - Markel Group 2026 Q2 0.02% New 0.02% 40,000 $3M history
First Pacific Advisors 2026 Q2 0.01% Hold 16,400 $1M history
Ruane, Cunniff & Goldfarb 2026 Q2 0.01% Hold 8,091 $578K history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.02% Hold 2,980 $213K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 <0.01% Hold 13 $1K history
Chase Coleman - Tiger Global Management exited 2026 Q2 last 2026 Q1 1.0% Exit −1.03% 2,439,000 $235M history
Alex Sacerdote - Whale Rock Capital Management exited 2026 Q2 last 2026 Q1 0.16% Exit −0.16% 131,960 $13M history
Murray Stahl - Horizon Kinetics Asset Management exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 2,410 $232K history

16 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B2 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Sep 8, 2026 Filing Doc
4 Period Sep 1, 2026 · 10 forms Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 3, 2026 · 10 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $33.72B $39B $45.18B
Gross profit * $14.01B $17.96B $21.91B
Gross margin * 41.5% 46.1% 48.5%
Net income $5.41B $8.71B $10.98B
Net margin * 16.0% 22.3% 24.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $9.92B $13.1B $13.02B
Total non-current assets * $38.81B $40.53B $42.58B
Total assets $48.73B $53.63B $55.6B
Total current liabilities $8.86B $10.76B $10.98B
Total non-current liabilities * $19.28B $18.13B $18B
Total equity $20.59B $24.74B $26.62B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.27B $7.36B $10.15B
Cash from investing $0.542B -$2.18B $1.04B
Cash from financing -$5.95B -$4.07B -$10.35B
Net change in cash $1.95B $0.689B $1.23B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders