JBF Capital’s Netflix NFLX Stock Holding History

JBF Capital’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	$9.62M	Buy	100,000 +31,000	+45%	+$2.73M	1.42%	9
2025 Q4	$6.47M	Sell	69,000 -10,000	-13%	-$1.08M	0.93%	12
2025 Q3	$9.47M	Hold	79,000	–	–	1.34%	10
2025 Q2	$10.6M	Hold	79,000	–	–	1.69%	8
2025 Q1	$7.37M	Buy	79,000 +29,000	+58%	+$2.76M	1.42%	8
2024 Q4	$4.46M	Buy	50,000 +14,000	+39%	+$1.15M	0.76%	15
2024 Q3	$2.55M	Hold	36,000	–	–	0.38%	36
2024 Q2	$2.43M	Hold	36,000	–	–	0.38%	36
2024 Q1	$2.19M	Buy	36,000 +3,000	+9%	+$169K	0.36%	33
2023 Q4	$1.61M	Buy	+33,000	New	+$1.44M	0.31%	34

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

JBF Capital's NFLX Position: Q1 2026 in Review

JBF Capital increased its Netflix (NFLX) stake by 45% in Q1 2026, buying an estimated $2.73M and bringing the position to 100,000 shares worth $9.62M. The position accounts for 1.42% of the portfolio, ranked #9.

JBF Capital first reported a position in NFLX in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.6M in Q2 2025. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

JBF Capital held 100,000 shares of Netflix worth $9.62M as of Q1 2026.
JBF Capital bought 31,000 Netflix shares in Q1 2026, an estimated $2.73M.
Netflix made up 1.42% of JBF Capital's portfolio in Q1 2026, its #9 holding.
JBF Capital first reported a position in Netflix in Q4 2023 and has held it in 10 quarters since.
JBF Capital's Netflix position peaked at $10.6M in Q2 2025.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on JBF Capital's 13F filing for Q1 2026, filed 8 May 2026.