Mar Vista Investment Partners’s Netflix NFLX Stock Holding History

Mar Vista Investment 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 Q1	$24.9M	Buy	259,292 +132,848	+105%	+$11.7M	2.49%	20
2025 Q4	$11.9M	Buy	+126,444	New	+$13.6M	1.09%	29
2022 Q2	–	Sell	-170	Closed	-$6K	–	64
2022 Q1	$6K	Sell	170 -1,346,690	-100%	-$56.1M	﹤0.01%	66
2021 Q4	$81.1M	Sell	1,346,860 -312,210	-19%	-$19.9M	2.19%	23
2021 Q3	$101M	Sell	1,659,070 -70,360	-4%	-$3.87M	2.61%	20
2021 Q2	$91.3M	Buy	+1,729,430	New	+$88.4M	2.25%	23

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

Mar Vista Investment Partners's NFLX Position: Q1 2026 in Review

Mar Vista Investment Partners increased its Netflix (NFLX) stake by 105% in Q1 2026, buying an estimated $11.7M and bringing the position to 259,292 shares worth $24.9M. The position accounts for 2.49% of the portfolio, ranked #20.

Mar Vista Investment Partners first reported a position in NFLX in Q2 2021 and has held it in 6 quarters since. The position peaked at $101M in Q3 2021. 3,609 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Mar Vista Investment Partners held 259,292 shares of Netflix worth $24.9M as of Q1 2026.
Mar Vista Investment Partners bought 132,848 Netflix shares in Q1 2026, an estimated $11.7M.
Netflix made up 2.49% of Mar Vista Investment Partners's portfolio in Q1 2026, its #20 holding.
Mar Vista Investment Partners first reported a position in Netflix in Q2 2021 and has held it in 6 quarters since.
Mar Vista Investment Partners's Netflix position peaked at $101M in Q3 2021.
3,609 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Mar Vista Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.