Wallsti
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NFLX

Netflix, Inc. · Communication Services · Entertainment
TECHSellMABuy · 5 ▼ZACKSHold R500#320 today TARGET+36%
$62.34 +0.42% today · -2.44% 1W
Nov 2 close or latest
Pre-market $62.20 -0.22% ·
Why it movedMoving with its group (XLC +0.4%)Readout ›

Holders' trades in the past 90 days

Mixed: ≈$500.4M bought and ≈$393.1M sold. Net of both sides: 0.06% of the float.

WhoDoing≈ ValueOf the floatOf market capTheir stakePublicPrice sincePrice vs theirs
Insiders · Form 4 Sold · 2 trades, 2 people, Aug 6 – Aug 10 $2.7M <0.01% <0.01% Aug 10 -18.3% -15.9%
ARK Invest · ARK daily Bought · 1 session, Oct 21 $1.2M <0.01% <0.01% <0.01% of shares Oct 21 -4.2% -4.2%
Congress · PTR Bought · 3 trades, 2 people, Aug 12 – Sep 14 $24K <0.01% Oct 1 -8.1%
Congress · PTR Sold · 1 trade, 1 person, Aug 11 $8K <0.01% Sep 9 -18.0%
Fundsmith · 13F Bought · Q2 2026 · new position $499.1M 0.17% 0.19% 0.17% of shares
3.7% of its portfolio
Aug 14 -20.2% -12.7%
Tiger Global · 13F Sold · Q2 2026 · sold out $234.5M 0.06% 0.09% <0.01% of shares Aug 14 -20.2% -35.2%
Coatue · 13F Sold · Q2 2026 $155.9M 0.05% 0.06% 0.11% of shares
0.69% of its portfolio
Aug 14 -20.2% -12.7%

After NFLX's past unplanned insider sales (7 times), its median move a month later was -6.9%. Aftermath

In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.

The chart beside it

Technical rating: Sell (5 buy, 7 neutral, 14 sell of 26 indicators). RSI 32. Price -13.8% vs its 50-day average, -23.5% vs its 200-day, -46.1% from its 52-week high. Next 5 sessions: bargain $59.55 (-4.5%), stretch $65.26 (+4.7%). Technical · Pricing

Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.

Insiders · 1 month
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
−$2.7M
unplanned net · 0 buys · 6 sells · 4 insiders
sales: 2 unplanned, 4 under a 10b5-1 plan (33% unplanned)
Congress · 3 months
≈+$16K
3 buys · 1 sell · 3 members
Congress · 1 year
≈+$772.5K
15 buys · 5 sells · 9 members
Fund moves · 3 months
≈+$109.9M
2 buys · 2 sells · 4 investors
Held by funds · now
≈$855.9M
4 investors · largest: Fundsmith

Insiders

Trade dateInsiderRoleSideTypeSharesAvg priceValueFiled
Oct 26, 2026 Bradford L Smith Director Sell 10b5-1 plan 17,980 $64.03 $1.2M Oct 27
Sep 10, 2026 Richard N Barton Director Sell 10b5-1 plan 1,440 $75.77 $109.1K Sep 10
Sep 8, 2026 Richard N Barton Director Sell 10b5-1 plan 720 $77.60 $55.9K Sep 9
Aug 10, 2026 Spencer Adam Neumann CFO Sell unplanned 9,248 $75.79 $700.9K Aug 10
Aug 6, 2026 Gregory K Peters CEO Sell unplanned 27,312 $73.54 $2M Aug 6
Aug 5, 2026 Richard N Barton Director Sell 10b5-1 plan 2,160 $75.10 $162.2K Aug 6
Aug 4, 2026 Theodore A Sarandos CEO Sell 10b5-1 plan 133,162 $73.10 $9.7M Aug 4
Aug 4, 2026 David A Hyman General Counsel Sell unplanned 5,723 $72.85 $416.9K Aug 4
Jun 17, 2026 Bradford L Smith Director Sell 10b5-1 plan 35,990 $77.52 $2.8M Jun 18
Jun 1, 2026 Reed Hastings Director Sell 10b5-1 plan 386,700 $85.97 $33.2M Jun 2
May 7, 2026 Spencer Adam Neumann CFO Sell unplanned 9,253 $88.95 $823.1K May 7
May 7, 2026 Gregory K Peters CEO Sell unplanned 27,312 $88.69 $2.4M May 7
May 5, 2026 David A Hyman General Counsel Sell unplanned 5,722 $88.08 $504K May 5
May 5, 2026 Theodore A Sarandos CEO Sell unplanned 27,312 $87.97 $2.4M May 5
May 1, 2026 Reed Hastings Director Sell 10b5-1 plan 407,550 $93.13 $38M May 4

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade dateMemberChamberSideAmountDisclosed
Sep 14, 2026 Cleo Fields House Buy $1K–$15K Oct 1
Aug 12, 2026 Byron Donalds House Buy $1K–$15K Sep 15
Aug 12, 2026 Byron Donalds House Buy $1K–$15K Sep 15
Aug 11, 2026 Cory A Booker Senate Sell $1K–$15K Sep 9
Mar 27, 2026 Alan Armstrong Senate Buy $15K–$50K Jul 21
Mar 20, 2026 Byron Donalds House Buy $1K–$15K Apr 8
Mar 20, 2026 Byron Donalds House Buy $1K–$15K Apr 8
Feb 13, 2026 Angus S King, Jr. Senate Sell $1K–$15K Mar 24
Jan 20, 2026 Cleo Fields House Buy $50K–$100K Feb 3
Jan 8, 2026 John Boozman Senate Buy $1K–$15K Feb 15
Dec 12, 2025 Richard W. Allen House Sell $1K–$15K Jan 15
Dec 10, 2025 Gilbert Cisneros House Sell $1K–$15K Jan 12
Dec 8, 2025 Jonathan Jackson House Sell $50K–$100K Jan 8
Dec 3, 2025 Cleo Fields House Buy $1K–$15K Dec 17
Dec 3, 2025 Cleo Fields House Buy $1K–$15K Dec 17

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it
InvestorSharesValueOf its portfolioVs quarter beforeAs of
Fundsmith (Terry Smith) 6,990,345 $499.1M 3.7% new Q2 2026
Coatue (Philippe Laffont) 4,710,420 $336.3M 0.69% -32% Q2 2026
ARK Invest (Cathie Wood) 276,798 $17.2M ARKW 1.0% — Nov 2
Soros Fund Management (George Soros) 46,451 $3.3M 0.05% -3% Q2 2026
ARK's position

ARK holds NFLX at 0.13% of its portfolio (#93 of 124) and has barely traded it in the past month.

OverShare of ARK then → nowNet bought or soldFrom tradingFrom price and other
1M since Oct 2 0.12% → 0.13% +$1.2M +0.01+0.00
3M since Aug 3 0.16% → 0.13% +$1.2M +0.01−0.04
1Y since Oct 31 0.12% → 0.13% +$12.9M +0.09−0.08
ARK's buying and selling runs
SideTradedSessions tradedShares≈ ValueOf each session's volumePrice over it
Buying Oct 21, 2026 1 18,783 $1.2M <0.1%
Buying Jul 17, 2026 1 38,068 $2.6M <0.1%
Buying Apr 17, 2026 1 26,161 $2.5M <0.1%

Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.

Their moves
DateInvestorMoveSourceShares≈ ValueNow heldFiled
Oct 21, 2026 ARK Invest (Cathie Wood) Bought ARKW 18,783 $1.2M source
Aug 14, 2026 Fundsmith (Terry Smith) New stake 13F, Q2 2026 6,990,345 $499.1M 3.7% Aug 14
Aug 14, 2026 Coatue (Philippe Laffont) Trimmed 13F, Q2 2026 2,183,140 $155.9M 0.7% Aug 14
Aug 14, 2026 Tiger Global (Chase Coleman) Sold out 13F, Q2 2026 2,439,000 $234.5M Aug 14
Jul 17, 2026 ARK Invest (Cathie Wood) Bought ARKW 38,068 $2.6M source
May 15, 2026 Coatue (Philippe Laffont) Trimmed 13F, Q1 2026 3,967,795 $381.5M 2.3% May 15
Apr 17, 2026 ARK Invest (Cathie Wood) Bought ARKW 26,161 $2.5M source
Mar 26, 2026 ARK Invest (Cathie Wood) Sold ARKW 6,775 $632.2K source
Feb 17, 2026 Viking Global (Andreas Halvorsen) Sold out 13F, Q4 2025 500,812 $600.4M Feb 17
Feb 17, 2026 Coatue (Philippe Laffont) Added 13F, Q4 2025 10,242,620 $960.3M 2.5% Feb 17
Feb 17, 2026 Tiger Global (Chase Coleman) Added 13F, Q4 2025 2,237,100 $209.8M 0.8% Feb 17
Jan 21, 2026 ARK Invest (Cathie Wood) Bought ARKW 83,368 $7.1M source
Nov 14, 2025 Viking Global (Andreas Halvorsen) New stake 13F, Q3 2025 500,812 $600.4M 1.6% Nov 14
Nov 14, 2025 Tiger Global (Chase Coleman) New stake 13F, Q3 2025 201,900 $242.1M 0.7% Nov 14
Oct 22, 2025 ARK Invest (Cathie Wood) Bought ARKW 15,756 $17.6M source

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves