Hudson Value Partners’s Netflix NFLX Stock Holding History

Hudson Value 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 Q2	$1.27M	Sell	17,810 -250	-1%	-$22K	0.32%	58
2026 Q1	$1.74M	Hold	18,060	–	–	0.52%	46
2025 Q4	$1.69M	Sell	18,060 -250	-1%	-$27K	0.5%	46
2025 Q3	$2.2M	Sell	18,310 -120	-0.7%	-$14.6K	0.68%	43
2025 Q2	$2.47M	Sell	18,430 -1,280	-6%	-$145K	0.85%	38
2025 Q1	$1.84M	Sell	19,710 -1,340	-6%	-$127K	0.69%	39
2024 Q4	$1.88M	Sell	21,050 -1,360	-6%	-$112K	0.7%	37
2024 Q3	$1.59M	Sell	22,410 -1,800	-7%	-$120K	0.62%	39
2024 Q2	$1.63M	Sell	24,210 -2,550	-10%	-$159K	0.69%	41
2024 Q1	$1.63M	Sell	26,760 -2,800	-9%	-$158K	0.69%	42
2023 Q4	$1.44M	Hold	29,560	–	–	0.67%	45
2023 Q3	$1.12M	Sell	29,560 -350	-1%	-$14.8K	0.59%	52
2023 Q2	$1.32M	Sell	29,910 -4,030	-12%	-$148K	0.67%	45
2023 Q1	$1.17M	Sell	33,940 -5,870	-15%	-$194K	0.67%	44
2022 Q4	$1.17M	Sell	39,810 -2,250	-5%	-$63.1K	0.72%	41
2022 Q3	$990K	Hold	42,060	–	–	0.67%	45
2022 Q2	$736K	Buy	42,060 +20,000	+91%	+$443K	0.47%	57
2022 Q1	$826K	Hold	22,060	–	–	0.43%	62
2021 Q4	$1.33M	Sell	22,060 -500	-2%	-$31.9K	0.64%	49
2021 Q3	$1.38M	Sell	22,560 -250	-1%	-$13.8K	0.76%	42
2021 Q2	$1.21M	Buy	22,810 +300	+1%	+$15.3K	0.67%	45
2021 Q1	$1.17M	Hold	22,510	–	–	0.71%	46
2020 Q4	$1.18M	Buy	+22,510	New	+$1.14M	0.79%	38

Other funds holding NFLX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Hudson Value Partners's NFLX Position: Q2 2026 in Review

Hudson Value Partners reduced its Netflix (NFLX) stake by 1.4% in Q2 2026, selling an estimated $22K and leaving 17,810 shares worth $1.27M. The position accounts for 0.32% of the portfolio, ranked #58.

Hudson Value Partners first reported a position in NFLX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.47M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Hudson Value Partners held 17,810 shares of Netflix worth $1.27M as of Q2 2026.
Hudson Value Partners sold 250 Netflix shares in Q2 2026, an estimated $22K.
Netflix made up 0.32% of Hudson Value Partners's portfolio in Q2 2026, its #58 holding.
Hudson Value Partners first reported a position in Netflix in Q4 2020 and has held it in 23 quarters since.
Hudson Value Partners's Netflix position peaked at $2.47M in Q2 2025.
1,078 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.