First Manhattan’s Netflix NFLX Stock Holding History

First Manhattan’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 Q1	$3.77M	Buy	39,242 +6,810	+21%	+$600K	0.01%	278
2025 Q4	$3.04M	Sell	32,432 -66,518	-67%	-$7.17M	0.01%	290
2025 Q3	$11.9M	Sell	98,950 -1,410	-1%	-$172K	0.03%	149
2025 Q2	$13.4M	Buy	100,360 +85,790	+589%	+$9.7M	0.04%	141
2025 Q1	$1.36M	Buy	14,570 +190	+1%	+$18.1K	﹤0.01%	347
2024 Q4	$1.28M	Sell	14,380 -2,960	-17%	-$244K	﹤0.01%	360
2024 Q3	$1.23M	Buy	17,340 +3,730	+27%	+$249K	﹤0.01%	345
2024 Q2	$919K	Buy	13,610 +4,880	+56%	+$305K	﹤0.01%	373
2024 Q1	$531K	Sell	8,730 -1,490	-15%	-$84K	﹤0.01%	474
2023 Q4	$498K	Buy	10,220 +750	+8%	+$32.7K	﹤0.01%	477
2023 Q3	$358K	Sell	9,470 -100	-1%	-$4.24K	﹤0.01%	541
2023 Q2	$422K	Sell	9,570 -7,320	-43%	-$270K	﹤0.01%	525
2023 Q1	$584K	Sell	16,890 -1,510	-8%	-$50K	﹤0.01%	481
2022 Q4	$543K	Sell	18,400 -22,630	-55%	-$635K	﹤0.01%	498
2022 Q3	$966K	Buy	41,030 +230	+0.6%	+$5.11K	﹤0.01%	417
2022 Q2	$713K	Buy	40,800 +19,630	+93%	+$435K	﹤0.01%	466
2022 Q1	$793K	Buy	21,170 +11,250	+113%	+$468K	﹤0.01%	488
2021 Q4	$597K	Sell	9,920 -340	-3%	-$21.7K	﹤0.01%	538
2021 Q3	$626K	Buy	10,260 +2,250	+28%	+$124K	﹤0.01%	513
2021 Q2	$423K	Hold	8,010	–	–	﹤0.01%	589
2021 Q1	$417K	Buy	8,010 +450	+6%	+$23.9K	﹤0.01%	573
2020 Q4	$408K	Sell	7,560 -1,520	-17%	-$77.1K	﹤0.01%	551
2020 Q3	$454K	Buy	9,080 +1,180	+15%	+$58.7K	﹤0.01%	504
2020 Q2	$359K	Buy	7,900 +160	+2%	+$6.81K	﹤0.01%	548
2020 Q1	$290K	Hold	7,740	–	–	﹤0.01%	556
2019 Q4	$250K	Sell	7,740 -210	-3%	-$6.23K	﹤0.01%	646
2019 Q3	$212K	Sell	7,950 -43,610	-85%	-$1.36M	﹤0.01%	682
2019 Q2	$1.89M	Buy	51,560 +250	+0.5%	+$9.02K	0.01%	340
2019 Q1	$1.83M	Buy	51,310 +15,460	+43%	+$536K	0.01%	352
2018 Q4	$959K	Buy	35,850 +27,750	+343%	+$830K	0.01%	443
2018 Q3	$303K	Sell	8,100 -850	-9%	-$30.9K	﹤0.01%	656
2018 Q2	$350K	Buy	8,950 +1,650	+23%	+$56.2K	﹤0.01%	604
2018 Q1	$215K	Hold	7,300	–	–	﹤0.01%	663
2017 Q4	$140K	Hold	7,300	–	–	﹤0.01%	788
2017 Q3	$132K	Hold	7,300	–	–	﹤0.01%	755
2017 Q2	$109K	Sell	7,300 -3,000	-29%	-$46.2K	﹤0.01%	780
2017 Q1	$152K	Sell	10,300 -1,000	-9%	-$14K	﹤0.01%	737
2016 Q4	$139K	Hold	11,300	–	–	﹤0.01%	733
2016 Q3	$111K	Hold	11,300	–	–	﹤0.01%	773
2016 Q2	$103K	Hold	11,300	–	–	﹤0.01%	808
2016 Q1	$115K	Sell	11,300 -950	-8%	-$9.33K	﹤0.01%	763
2015 Q4	$140K	Buy	12,250 +5,000	+69%	+$57.1K	﹤0.01%	737
2015 Q3	$74K	Buy	7,250 +2,000	+38%	+$21.5K	﹤0.01%	862
2015 Q2	$49K	Hold	5,250	–	–	﹤0.01%	967
2015 Q1	$31K	Sell	5,250 -1,400	-21%	-$8.49K	﹤0.01%	1057
2014 Q4	$32K	Hold	6,650	–	–	﹤0.01%	1058
2014 Q3	$42K	Hold	6,650	–	–	﹤0.01%	994
2014 Q2	$41K	Hold	6,650	–	–	﹤0.01%	991
2014 Q1	$33K	Hold	6,650	–	–	﹤0.01%	1021
2013 Q4	$34K	Sell	6,650 -350	-5%	-$1.72K	﹤0.01%	1008
2013 Q3	$30K	Hold	7,000	–	–	﹤0.01%	1021
2013 Q2	$24K	Buy	+7,000	New	+$20.8K	﹤0.01%	1045

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Manhattan's NFLX Position: Q1 2026 in Review

First Manhattan increased its Netflix (NFLX) stake by 21% in Q1 2026, buying an estimated $600K and bringing the position to 39,242 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #278.

First Manhattan first reported a position in NFLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

First Manhattan held 39,242 shares of Netflix worth $3.77M as of Q1 2026.
First Manhattan bought 6,810 Netflix shares in Q1 2026, an estimated $600K.
Netflix made up 0.01% of First Manhattan's portfolio in Q1 2026, its #278 holding.
First Manhattan first reported a position in Netflix in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Netflix position peaked at $13.4M in Q2 2025.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.