Selkirk Management’s Netflix NFLX Stock Holding History

Selkirk 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	$4.81M	Sell	67,300 -25,000	-27%	-$2.2M	1.5%	10
2026 Q1	$8.87M	Hold	92,300	–	–	3.02%	9
2025 Q4	$8.65M	Hold	92,300	–	–	2.29%	10
2025 Q3	$11.1M	Hold	92,300	–	–	3.03%	9
2025 Q2	$12.4M	Hold	92,300	–	–	3.66%	7
2025 Q1	$8.61M	Hold	92,300	–	–	3.3%	8
2024 Q4	$8.23M	Hold	92,300	–	–	2.95%	10
2024 Q3	$6.55M	Hold	92,300	–	–	2.68%	10
2024 Q2	$6.23M	Sell	92,300 -7,200	-7%	-$450K	2.92%	12
2024 Q1	$6.04M	Hold	99,500	–	–	3.1%	11
2023 Q4	$4.84M	Hold	99,500	–	–	3.28%	10
2023 Q3	$3.76M	Hold	99,500	–	–	2.8%	11
2023 Q2	$4.38M	Hold	99,500	–	–	3.42%	11
2023 Q1	$3.44M	Hold	99,500	–	–	4.05%	7
2022 Q4	$2.93M	Hold	99,500	–	–	3.98%	9
2022 Q3	$2.34M	Buy	99,500 +36,000	+57%	+$800K	2.79%	9
2022 Q2	$1.11M	Hold	63,500	–	–	1.3%	13
2022 Q1	$2.38M	Hold	63,500	–	–	1.5%	13
2021 Q4	$3.83M	Hold	63,500	–	–	2.05%	13
2021 Q3	$3.88M	Hold	63,500	–	–	1.58%	15
2021 Q2	$3.35M	Hold	63,500	–	–	1.22%	15
2021 Q1	$3.31M	Hold	63,500	–	–	0.99%	20
2020 Q4	$3.43M	Hold	63,500	–	–	1.11%	18
2020 Q3	$3.17M	Hold	63,500	–	–	1.01%	20
2020 Q2	$2.89M	Hold	63,500	–	–	1.24%	19
2020 Q1	$2.38M	Hold	63,500	–	–	1.35%	20
2019 Q4	$2.06M	Buy	+63,500	New	+$1.88M	1.03%	19

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Selkirk Management's NFLX Position: Q2 2026 in Review

Selkirk Management reduced its Netflix (NFLX) stake by 27% in Q2 2026, selling an estimated $2.2M and leaving 67,300 shares worth $4.81M. The position accounts for 1.5% of the portfolio, ranked #10.

Selkirk Management first reported a position in NFLX in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q2 2025. 3,377 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Selkirk Management held 67,300 shares of Netflix worth $4.81M as of Q2 2026.
Selkirk Management sold 25,000 Netflix shares in Q2 2026, an estimated $2.2M.
Netflix made up 1.5% of Selkirk Management's portfolio in Q2 2026, its #10 holding.
Selkirk Management first reported a position in Netflix in Q4 2019 and has held it in 27 quarters since.
Selkirk Management's Netflix position peaked at $12.4M in Q2 2025.
3,377 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Selkirk Management's 13F filing for Q2 2026, filed 14 Aug 2026.