North Point Portfolio Managers’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.48M Sell
93,102
-21,264
-19% -$1.6M 1.09% 36
2026
Q2
$8.17M Sell
114,366
-163
-0.1% -$14.4K 1.35% 33
2026
Q1
$11M Buy
+114,529
New +$10.1M 1.96% 28

Other funds holding NFLX

North Point Portfolio Managers's NFLX Position: Q3 2026 in Review

North Point Portfolio Managers reduced its Netflix (NFLX) stake by 19% in Q3 2026, selling an estimated $1.6M and leaving 93,102 shares worth $6.48M. The position accounts for 1.09% of the portfolio, ranked #36.

North Point Portfolio Managers first reported a position in NFLX in Q1 2026 and has held it in 3 quarters since. The position peaked at $11M in Q1 2026. 168 funds tracked by Wall St. Rank hold NFLX as of Q3 2026.

  • North Point Portfolio Managers held 93,102 shares of Netflix worth $6.48M as of Q3 2026.
  • North Point Portfolio Managers sold 21,264 Netflix shares in Q3 2026, an estimated $1.6M.
  • Netflix made up 1.09% of North Point Portfolio Managers's portfolio in Q3 2026, its #36 holding.
  • North Point Portfolio Managers first reported a position in Netflix in Q1 2026 and has held it in 3 quarters since.
  • North Point Portfolio Managers's Netflix position peaked at $11M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Netflix as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.