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Ruane, Cunniff & Goldfarb’s Netflix NFLX Stock Holding History

Ruane, Cunniff & Goldfarb’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 		$778K Buy
8,091
+2,871
+55% +$253K 0.01% 33
2025
Q4 		$489K Sell
5,220
-820
-14% -$88.4K 0.01% 33
2025
Q3 		$724K Sell
6,040
-20
-0.3% -$2.44K 0.01% 30
2025
Q2 		$812K Hold
6,060
– – 0.01% 27
2025
Q1 		$565K Hold
6,060
– – 0.01% 26
2024
Q4 		$540K Hold
6,060
– – 0.01% 29
2024
Q3 		$430K Sell
6,060
-90
-1% -$6.02K 0.01% 28
2024
Q2 		$415K Hold
6,150
– – 0.01% 28
2024
Q1 		$374K Hold
6,150
– – 0.01% 27
2023
Q4 		$299K Sell
6,150
-5,930
-49% -$259K ﹤0.01% 27
2023
Q3 		$456K Sell
12,080
-7,340
-38% -$311K 0.01% 31
2023
Q2 		$855K Sell
19,420
-6,145,520
-100% -$226M 0.01% 23
2023
Q1 		$213M Sell
6,164,940
-127,650
-2% -$4.22M 3.48% 14
2022
Q4 		$186M Sell
6,292,590
-5,988,230
-49% -$168M 2.9% 15
2022
Q3 		$289M Sell
12,280,820
-8,274,220
-40% -$184M 4.29% 12
2022
Q2 		$359M Buy
20,555,040
+6,265,320
+44% +$139M 4.68% 12
2022
Q1 		$535M Buy
14,289,720
+6,538,670
+84% +$272M 5.27% 10
2021
Q4 		$467M Sell
7,751,050
-175,800
-2% -$11.2M 3.99% 14
2021
Q3 		$484M Sell
7,926,850
-73,690
-0.9% -$4.06M 4.35% 13
2021
Q2 		$423M Buy
8,000,540
+1,059,450
+15% +$54.2M 3.75% 14
2021
Q1 		$362M Sell
6,941,090
-72,650
-1% -$3.85M 3.4% 18
2020
Q4 		$379M Buy
+7,013,740
New +$356M 4.04% 14

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ruane, Cunniff & Goldfarb's NFLX Position: Q1 2026 in Review

Ruane, Cunniff & Goldfarb increased its Netflix (NFLX) stake by 55% in Q1 2026, buying an estimated $253K and bringing the position to 8,091 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #33.

Ruane, Cunniff & Goldfarb first reported a position in NFLX in Q4 2020 and has held it in 22 quarters since. The position peaked at $535M in Q1 2022. 3,607 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Ruane, Cunniff & Goldfarb held 8,091 shares of Netflix worth $778K as of Q1 2026.
  • Ruane, Cunniff & Goldfarb bought 2,871 Netflix shares in Q1 2026, an estimated $253K.
  • Netflix made up 0.01% of Ruane, Cunniff & Goldfarb's portfolio in Q1 2026, its #33 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in Netflix in Q4 2020 and has held it in 22 quarters since.
  • Ruane, Cunniff & Goldfarb's Netflix position peaked at $535M in Q1 2022.
  • 3,607 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2026, filed 15 May 2026.