Ninety One’s Netflix NFLX Stock Holding History

Ninety One’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	–	Sell	-143,470	Closed	-$13.5M	–	108
2025 Q4	$13.5M	Sell	143,470 -5,380	-4%	-$580K	0.58%	26
2025 Q3	$17.7M	Buy	148,850 +22,180	+18%	+$2.71M	0.8%	19
2025 Q2	$16.8M	Buy	+126,670	New	+$14.3M	2.77%	11
2025 Q1	–	Sell	-246,510	Closed	-$22M	–	82
2024 Q4	$22M	Hold	246,510	–	–	4.85%	4
2024 Q3	$17.4M	Buy	+246,510	New	+$16.5M	3.8%	7
2024 Q1	–	Sell	-340,060	Closed	-$16.6M	–	80
2023 Q4	$16.6M	Buy	+340,060	New	+$14.8M	2.52%	16
2022 Q1	–	Sell	-292,290	Closed	-$17.8M	–	115
2021 Q4	$17.8M	Buy	+292,290	New	+$18.7M	5.19%	4

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

Ninety One's NFLX Position: Q1 2026 in Review

Ninety One sold out of Netflix (NFLX) in Q1 2026, closing a stake of 143,470 shares — an estimated $13.5M sold.

Ninety One first reported a position in NFLX in Q4 2021 and held it in 7 quarters. The position peaked at $22M in Q4 2024. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Ninety One reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
Ninety One sold 143,470 Netflix shares in Q1 2026, an estimated $13.5M.
Ninety One first reported a position in Netflix in Q4 2021 and held it in 7 quarters.
Ninety One's Netflix position peaked at $22M in Q4 2024.
3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Ninety One's 13F filing for Q1 2026, filed 24 Apr 2026.