NFLX
Netflix, Inc. · Communication Services · Entertainment
$72.61
+2.90% today · +1.46% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Up on workforce reduction announcement
- NFLX +2.90% on the last session vs SPY +0.10%: +2.8 pts of stock-specific move.
- Earnings Tue after the close: EPS $0.82 expected (35 analysts); it moved ±7.1% on average after its last 8 reports.
- News: Netflix announced 6% workforce layoffs, seen as efficiency move ahead of earnings (Barchart). (barchart.com)
- Aftermath, big gain (+2.9% today so far, past its big-gain line of +2.3%): After its 45 big gains in the past 5 years, NFLX was higher a week later 29 times out of 45; half the outcomes fell between -2.2% and +4.7%. History, not a forecast.
- 14 Reddit mentions in the past 24 hours, 79% positive over the week · today's pace is 1.5× its recent daily average.
- 4 analyst actions in the past 10 days (0 positive, 3 negative); latest: Keybanc maintained Overweight, lowered target $92.00 → $85.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.5× its 20-day average; options price a ±9.2% move through the report.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
−$3.1M
unplanned net · 0 buys · 7 sells · 5 insiders
sales: 3 unplanned, 4 under a 10b5-1 plan (43% unplanned)
Congress · 3 months
≈+$16K
3 buys · 1 sell · 3 members
Congress · 1 year
≈+$955.5K
19 buys · 7 sells · 11 members
Fund moves · 3 months
≈+$108.7M
1 buy · 2 sells · 3 investors
Held by funds · now
≈$857.5M
4 investors · largest: Fundsmith
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
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
| 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) | 265,218 | $18.7M | ARKW 1.0% | — | Oct 15 |
| Soros Fund Management (George Soros) | 46,451 | $3.3M | 0.05% | -3% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| 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 | |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 3,967,795 | $381.5M | 2.3% | May 15 |
| 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 |
| 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 |
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