OP Asset Management’s Netflix NFLX Stock Holding History

OP Asset Management’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	$77.7M	Buy	807,619 +311,055	+63%	+$27.4M	0.78%	21
2025 Q4	$46.6M	Buy	496,564 +23,534	+5%	+$2.54M	0.55%	27
2025 Q3	$56.7M	Buy	473,030 +8,410	+2%	+$1.03M	0.73%	20
2025 Q2	$62.2M	Buy	464,620 +6,630	+1%	+$750K	0.89%	17
2025 Q1	$42.7M	Buy	+457,990	New	+$43.6M	0.7%	24

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

OP Asset Management's NFLX Position: Q1 2026 in Review

OP Asset Management increased its Netflix (NFLX) stake by 63% in Q1 2026, buying an estimated $27.4M and bringing the position to 807,619 shares worth $77.7M. The position accounts for 0.78% of the portfolio, ranked #21.

OP Asset Management first reported a position in NFLX in Q1 2025 and has held it in 5 quarters since. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

OP Asset Management held 807,619 shares of Netflix worth $77.7M as of Q1 2026.
OP Asset Management bought 311,055 Netflix shares in Q1 2026, an estimated $27.4M.
Netflix made up 0.78% of OP Asset Management's portfolio in Q1 2026, its #21 holding.
OP Asset Management first reported a position in Netflix in Q1 2025 and has held it in 5 quarters since.
3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.