TG
NFLX icon

Tom Gayner’s Netflix NFLX Stock Holding History

Tom Gayner’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 		$2.86M Buy
+40,000
New +$3.52M 0.02% 126
2023
Q1 		– Sell
-430,000
Closed -$12.7M – 134
2022
Q4 		$12.7M Hold
430,000
– – 0.17% 91
2022
Q3 		$10.1M Hold
430,000
– – 0.15% 90
2022
Q2 		$7.52M Buy
+430,000
New +$9.53M 0.11% 99
2021
Q3 		– Sell
-4,300
Closed -$227K – 126
2021
Q2 		$227K Buy
+4,300
New +$220K ﹤0.01% 125

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

Tom Gayner's NFLX Position: Q2 2026 in Review

Tom Gayner opened a new position in Netflix (NFLX) in Q2 2026: 40,000 shares worth $2.86M. The stake represents 0.02% of the portfolio and ranks #126 among its holdings. This is a return to the name: Tom Gayner previously reported a position in NFLX as recently as Q4 2022.

Tom Gayner first reported a position in NFLX in Q2 2021 and has held it in 5 quarters since. The position peaked at $12.7M in Q4 2022. 3,362 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • Tom Gayner held 40,000 shares of Netflix worth $2.86M as of Q2 2026.
  • Netflix was a new Tom Gayner position in Q2 2026.
  • Netflix made up 0.02% of Tom Gayner's portfolio in Q2 2026, its #126 holding.
  • Tom Gayner first reported a position in Netflix in Q2 2021 and has held it in 5 quarters since.
  • Tom Gayner's Netflix position peaked at $12.7M in Q4 2022.
  • 3,362 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.