Archon Partners’s Netflix NFLX Stock Holding History

Archon Partners’s Portfolio NFLX Stock Details NFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.9M	Sell	185,000 -20,500	-10%	-$1.54M	1.33%	28
2026 Q2	$14.7M	Sell	205,500 -5,000	-2%	-$440K	1.57%	21
2026 Q1	$20.2M	Hold	210,500	–	–	2.4%	14
2025 Q4	$19.7M	Hold	210,500	–	–	2.06%	16
2025 Q3	$25.2M	Hold	210,500	–	–	2.68%	14
2025 Q2	$28.2M	Hold	210,500	–	–	3.25%	12
2025 Q1	$19.6M	Hold	210,500	–	–	2.38%	17
2024 Q4	$18.8M	Hold	210,500	–	–	2.18%	19
2024 Q3	$14.9M	Hold	210,500	–	–	1.73%	21
2024 Q2	$14.2M	Hold	210,500	–	–	1.82%	19
2024 Q1	$12.8M	Hold	210,500	–	–	1.56%	25
2023 Q4	$10.2M	Hold	210,500	–	–	1.41%	24
2023 Q3	$7.95M	Hold	210,500	–	–	1.24%	30
2023 Q2	$9.27M	Buy	210,500 +62,500	+42%	+$2.3M	1.39%	27
2023 Q1	$5.11M	Buy	+148,000	New	+$4.9M	0.85%	34
2017 Q1	–	Sell	-435,400	Closed	-$5.39M	–	60
2016 Q4	$5.39M	Buy	+435,400	New	+$5.16M	1.41%	36

Other funds holding NFLX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Archon Partners's NFLX Position: Q3 2026 in Review

Archon Partners reduced its Netflix (NFLX) stake by 10% in Q3 2026, selling an estimated $1.54M and leaving 185,000 shares worth $12.9M. The position accounts for 1.33% of the portfolio, ranked #28.

Archon Partners first reported a position in NFLX in Q4 2016 and has held it in 16 quarters since. The position peaked at $28.2M in Q2 2025. 2,262 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

Archon Partners held 185,000 shares of Netflix worth $12.9M as of Q3 2026.
Archon Partners sold 20,500 Netflix shares in Q3 2026, an estimated $1.54M.
Netflix made up 1.33% of Archon Partners's portfolio in Q3 2026, its #28 holding.
Archon Partners first reported a position in Netflix in Q4 2016 and has held it in 16 quarters since.
Archon Partners's Netflix position peaked at $28.2M in Q2 2025.
2,262 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on Archon Partners's 13F filing for Q3 2026, filed 26 Oct 2026.