NFLX
Holders' trades in the past 90 days
Mixed: ≈$500.4M bought and ≈$393.1M sold. Net of both sides: 0.06% of the float.
| Who | Doing | ≈ Value | Of the float | Of market cap | Their stake | Public | Price since | Price 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.
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
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Aug 3, 2026 | Theodore A Sarandos | CEO | Tax | tax withholding | 27,076 | $71.71 | $1.9M | Aug 4 |
| Aug 3, 2026 | Spencer Adam Neumann | CFO | Tax | tax withholding | 9,170 | $71.71 | $657.6K | Aug 4 |
| Aug 3, 2026 | Gregory K Peters | CEO | Tax | tax withholding | 27,076 | $71.71 | $1.9M | Aug 4 |
| Aug 3, 2026 | Cletus R Willems | Chief Global Affairs Off | Tax | tax withholding | 3,021 | $71.71 | $216.6K | Aug 4 |
| Aug 3, 2026 | David A Hyman | General Counsel | Tax | tax withholding | 5,677 | $71.71 | $407.1K | 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 4, 2026 | David A Hyman | General Counsel | Tax | tax withholding | 5,677 | $92.06 | $522.6K | May 5 |
| May 4, 2026 | Cletus R Willems | Chief Global Affairs Off | Tax | tax withholding | 3,027 | $92.06 | $278.7K | May 5 |
| May 4, 2026 | Gregory K Peters | CEO | Tax | tax withholding | 27,076 | $92.06 | $2.5M | May 5 |
| May 4, 2026 | Theodore A Sarandos | CEO | Tax | tax withholding | 27,076 | $92.06 | $2.5M | May 5 |
| May 4, 2026 | Spencer Adam Neumann | CFO | Tax | tax withholding | 9,175 | $92.06 | $844.7K | May 5 |
| May 1, 2026 | Reed Hastings | Director | Sell | 10b5-1 plan | 407,550 | $93.13 | $38M | May 4 |
| Apr 2, 2026 | Spencer Adam Neumann | CFO | Sell | 10b5-1 plan | 28,630 | $98.00 | $2.8M | Apr 3 |
| Apr 1, 2026 | Reed Hastings | Director | Sell | 10b5-1 plan | 420,550 | $95.49 | $40.2M | Apr 2 |
| Mar 2, 2026 | Reed Hastings | Director | Sell | 10b5-1 plan | 410,550 | $97.01 | $39.8M | Mar 3 |
| Mar 2, 2026 | Spencer Adam Neumann | CFO | Sell | 10b5-1 plan | 28,630 | $97.00 | $2.8M | Mar 3 |
| Feb 27, 2026 | Spencer Adam Neumann | CFO | Sell | 10b5-1 plan | 57,260 | $95.50 | $5.5M | Mar 2 |
| Feb 10, 2026 | Cletus R Willems | Chief Global Affairs Off | Sell | unplanned | 3,136 | $82.67 | $259.3K | Feb 11 |
| Feb 10, 2026 | Gregory K Peters | CEO | Sell | unplanned | 27,312 | $83.24 | $2.3M | Feb 11 |
| Feb 9, 2026 | David A Hyman | General Counsel | Sell | unplanned | 5,727 | $81.06 | $464.2K | Feb 11 |
| Feb 6, 2026 | Spencer Adam Neumann | CFO | Sell | unplanned | 9,248 | $81.27 | $751.6K | Feb 9 |
| Feb 3, 2026 | David A Hyman | General Counsel | Tax | tax withholding | 5,682 | $82.76 | $470.2K | Feb 4 |
| Feb 3, 2026 | Gregory K Peters | CEO | Tax | tax withholding | 27,076 | $82.76 | $2.2M | Feb 4 |
| Feb 3, 2026 | Theodore A Sarandos | CEO | Tax | tax withholding | 27,076 | $82.76 | $2.2M | Feb 4 |
| Feb 3, 2026 | Cletus R Willems | Chief Global Affairs Off | Tax | tax withholding | 3,021 | $82.76 | $250K | Feb 4 |
| Feb 3, 2026 | Spencer Adam Neumann | CFO | Tax | tax withholding | 9,170 | $82.76 | $758.9K | Feb 4 |
| Feb 2, 2026 | Reed Hastings | Director | Sell | 10b5-1 plan | 390,970 | $83.63 | $32.7M | Feb 3 |
| Jan 29, 2026 | Gregory K Peters | CEO | Sell | 10b5-1 plan | 105,781 | $82.94 | $8.8M | Jan 30 |
| Jan 16, 2026 | David A Hyman | General Counsel | Sell | 10b5-1 plan | 23,439 | $88.11 | $2.1M | Jan 20 |
| Jan 15, 2026 | Bradford L Smith | Director | Sell | 10b5-1 plan | 31,790 | $88.86 | $2.8M | Jan 16 |
| Jan 7, 2026 | Spencer Adam Neumann | CFO | Tax | tax withholding | 33,383 | $90.65 | $3M | Jan 8 |
| Jan 7, 2026 | Gregory K Peters | CEO | Tax | tax withholding | 101,639 | $90.65 | $9.2M | Jan 8 |
| Jan 7, 2026 | David A Hyman | General Counsel | Tax | tax withholding | 20,061 | $90.65 | $1.8M | Jan 8 |
| Jan 7, 2026 | Theodore A Sarandos | CEO | Tax | tax withholding | 101,608 | $90.65 | $9.2M | Jan 8 |
| Jan 2, 2026 | Reed Hastings | Director | Sell | 10b5-1 plan | 426,290 | $91.67 | $39.1M | Jan 5 |
| Dec 1, 2025 | Reed Hastings | Director | Sell | 10b5-1 plan | 375,470 | $108.43 | $40.7M | Dec 2 |
| Nov 6, 2025 | Cletus R Willems | Chief Global Affairs Off | Sell | unplanned | 238 | $1,100.33 | $261.9K | Nov 6 |
| Nov 4, 2025 | David A Hyman | General Counsel | Sell | 10b5-1 plan | 31,462 | $1,099.84 | $34.6M | Nov 5 |
| Nov 4, 2025 | Theodore A Sarandos | CEO | Sell | unplanned | 2,027 | $1,092.08 | $2.2M | Nov 5 |
| Nov 4, 2025 | Gregory K Peters | CEO | Sell | unplanned | 2,027 | $1,095.68 | $2.2M | Nov 5 |
| Nov 3, 2025 | Spencer Adam Neumann | CFO | Sell | 10b5-1 plan | 2,360 | $1,097.56 | $2.6M | Nov 4 |
| Nov 3, 2025 | Spencer Adam Neumann | CFO | Sell | 10b5-1 plan | 240 | $1,121.67 | $269.2K | Nov 4 |
| Nov 3, 2025 | David A Hyman | General Counsel | Tax | tax withholding | 422 | $1,118.86 | $472.2K | Nov 5 |
| Nov 3, 2025 | Cletus R Willems | Chief Global Affairs Off | Tax | tax withholding | 225 | $1,118.86 | $251.7K | Nov 5 |
| Nov 3, 2025 | Theodore A Sarandos | CEO | Tax | tax withholding | 2,010 | $1,118.86 | $2.2M | Nov 5 |
| Nov 3, 2025 | Spencer Adam Neumann | CFO | Sell | unplanned | 695 | $1,093.78 | $760.2K | Nov 5 |
| Nov 3, 2025 | Spencer Adam Neumann | CFO | Tax | tax withholding | 682 | $1,118.86 | $763.1K | Nov 5 |
| Nov 3, 2025 | Gregory K Peters | CEO | Tax | tax withholding | 2,010 | $1,118.86 | $2.2M | Nov 5 |
| Oct 31, 2025 | Reed Hastings | Director | Sell | 10b5-1 plan | 40,374 | $1,121.51 | $45.3M | Nov 4 |
| Oct 1, 2025 | Reed Hastings | Director | Sell | 10b5-1 plan | 42,176 | $1,171.92 | $49.4M | Oct 2 |
| Oct 1, 2025 | Spencer Adam Neumann | CFO | Sell | 10b5-1 plan | 2,600 | $1,172.51 | $3M | Oct 2 |
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 date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| 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 |
| Nov 20, 2025 | Cleo Fields | House | Buy | $100K–$250K | Dec 10 |
| Nov 20, 2025 | Cleo Fields | House | Buy | $100K–$250K | Dec 10 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 3, 2025 | Cleo Fields | House | Buy | $100K–$250K | Nov 19 |
| Nov 3, 2025 | Cleo Fields | House | Buy | $100K–$250K | Nov 19 |
| Oct 31, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 31, 2025 | Cleo Fields | House | Buy | $100K–$250K | Nov 12 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 24, 2025 | Marjorie Taylor Greene | House | Buy | $1K–$15K | Oct 28 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Oct 7, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Nov 18 |
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
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As 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 holds NFLX at 0.13% of its portfolio (#93 of 124) and has barely traded it in the past month.
| Over | Share of ARK then → now | Net bought or sold | From trading | From 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 |
| Side | Traded | Sessions traded | Shares | ≈ Value | Of each session's volume | Price 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% | |
| Selling | Mar 26, 2026 | 1 | 6,775 | $632.2K | <0.1% | |
| Buying | Jan 21, 2026 | 1 | 83,368 | $7.1M | <0.1% | |
| Buying | Oct 22, 2025 | 1 | 15,756 | $17.6M | 0.1% | |
| Selling | Feb 1, 2022 | 1 | 103 | $47.1K | <0.1% | |
| Selling | Jan 18 – Jan 27, 2022 | 6 of 8 | 21,915 | $10.3M | <0.1% | -24.3% |
| Selling | Aug 25, 2021 | 1 | 192 | $105.1K | <0.1% | |
| Selling | Aug 9 – Aug 11, 2021 | 3 | 91,498 | $47.3M | 1.1% | -1.5% |
| Selling | Jul 27, 2021 | 1 | 21,937 | $11.4M | 0.8% | |
| Buying | Jul 6, 2021 | 1 | 34,561 | $18.7M | 1.2% |
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.
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| 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