Polen Capital Management
NFLX icon

Polen Capital Management’s Netflix NFLX Stock Holding History

Polen Capital 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
Q2 		$4.87M Sell
68,139
-15,146
-18% -$1.33M 0.04% 68
2026
Q1 		$8.01M Sell
83,285
-90,512
-52% -$7.98M 0.06% 43
2025
Q4 		$16.3M Sell
173,797
-4,615,003
-96% -$498M 0.07% 36
2025
Q3 		$574M Sell
4,788,800
-3,363,540
-41% -$411M 1.86% 20
2025
Q2 		$1.09B Sell
8,152,340
-728,380
-8% -$82.4M 3.35% 13
2025
Q1 		$828M Sell
8,880,720
-8,397,900
-49% -$799M 2.6% 18
2024
Q4 		$1.54B Sell
17,278,620
-1,800,050
-9% -$148M 4.16% 10
2024
Q3 		$1.35B Sell
19,078,670
-2,114,610
-10% -$141M 3.49% 14
2024
Q2 		$1.43B Sell
21,193,280
-17,199,820
-45% -$1.07B 3.59% 12
2024
Q1 		$2.33B Sell
38,393,100
-2,418,960
-6% -$136M 5.38% 5
2023
Q4 		$1.99B Sell
40,812,060
-23,560,490
-37% -$1.03B 4.79% 6
2023
Q3 		$2.43B Sell
64,372,550
-1,707,590
-3% -$72.4M 6.39% 3
2023
Q2 		$2.91B Sell
66,080,140
-3,502,140
-5% -$129M 7.22% 2
2023
Q1 		$2.4B Buy
69,582,280
+277,770
+0.4% +$9.19M 6.34% 3
2022
Q4 		$2.04B Sell
69,304,510
-4,019,800
-5% -$113M 5.96% 5
2022
Q3 		$1.73B Buy
73,324,310
+25,690,720
+54% +$571M 4.83% 8
2022
Q2 		$833M Sell
47,633,590
-2,421,710
-5% -$53.7M 2.2% 17
2022
Q1 		$1.88B Buy
50,055,300
+23,106,170
+86% +$962M 3.66% 13
2021
Q4 		$1.62B Buy
26,949,130
+797,720
+3% +$51M 2.73% 17
2021
Q3 		$1.6B Buy
26,151,410
+1,758,270
+7% +$96.8M 2.93% 16
2021
Q2 		$1.29B Buy
24,393,140
+924,970
+4% +$47.3M 2.47% 18
2021
Q1 		$1.22B Buy
+23,468,170
New +$1.24B 2.75% 17

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Polen Capital Management's NFLX Position: Q2 2026 in Review

Polen Capital Management reduced its Netflix (NFLX) stake by 18% in Q2 2026, selling an estimated $1.33M and leaving 68,139 shares worth $4.87M. The position accounts for 0.04% of the portfolio, ranked #68.

Polen Capital Management first reported a position in NFLX in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.91B in Q2 2023. 3,361 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Polen Capital Management held 68,139 shares of Netflix worth $4.87M as of Q2 2026.
  • Polen Capital Management sold 15,146 Netflix shares in Q2 2026, an estimated $1.33M.
  • Netflix made up 0.04% of Polen Capital Management's portfolio in Q2 2026, its #68 holding.
  • Polen Capital Management first reported a position in Netflix in Q1 2021 and has held it in 22 quarters since.
  • Polen Capital Management's Netflix position peaked at $2.91B in Q2 2023.
  • 3,361 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.