Van Lanschot Kempen Investment Management’s Netflix NFLX Stock Holding History

Van Lanschot Kempen Investment 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	$18.2M	Sell	189,752 -21,785	-10%	-$1.92M	0.16%	101
2025 Q4	$19.8M	Buy	211,537 +61,697	+41%	+$6.65M	0.17%	103
2025 Q3	$18M	Sell	149,840 -1,590	-1%	-$194K	0.16%	109
2025 Q2	$20.3M	Buy	151,430 +19,540	+15%	+$2.21M	0.19%	94
2025 Q1	$12.3M	Buy	+131,890	New	+$12.5M	0.13%	129
2022 Q2	–	Sell	-6,080	Closed	-$228K	–	217
2022 Q1	$228K	Buy	6,080 +10	+0.2%	+$416	0.01%	178
2021 Q4	$366K	Sell	6,070 -170	-3%	-$10.9K	0.01%	168
2021 Q3	$381K	Buy	+6,240	New	+$343K	0.01%	167

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Van Lanschot Kempen Investment Management's NFLX Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Netflix (NFLX) stake by 10% in Q1 2026, selling an estimated $1.92M and leaving 189,752 shares worth $18.2M. The position accounts for 0.16% of the portfolio, ranked #101.

Van Lanschot Kempen Investment Management first reported a position in NFLX in Q3 2021 and has held it in 8 quarters since. The position peaked at $20.3M in Q2 2025. 3,614 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Van Lanschot Kempen Investment Management held 189,752 shares of Netflix worth $18.2M as of Q1 2026.
Van Lanschot Kempen Investment Management sold 21,785 Netflix shares in Q1 2026, an estimated $1.92M.
Netflix made up 0.16% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #101 holding.
Van Lanschot Kempen Investment Management first reported a position in Netflix in Q3 2021 and has held it in 8 quarters since.
Van Lanschot Kempen Investment Management's Netflix position peaked at $20.3M in Q2 2025.
3,614 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.