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NFLX · Communications

NETFLIX INC

USA Communications Filing: 2026-03-31
Smart-money confidence · 1 of 3 sources firing
Moderate — mixed signals ◆ flat this week

3 funds opened new positions

Hedge funds
73
Congress
No data
Insiders
No data
Trend 16 weeks
Top 80% of the model portfolio by smart-money confidence  ·  how the score works
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Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$306.6B
Industry
Entertainment
Sector
Communication Services
Exchange
NasdaqGS
About NETFLIX INC

Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages. It also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California.

Who's behind the signal
Every informed buyer we can see on NFLX, across all three feeds.
Hedge funds · 12
Light Street Capital (Kacher) New position
ARK Invest (Cathie Wood) New position
Baillie Gifford & Co Increased +912%
Coatue Management Increased +1655%
D.E. Shaw & Co Increased +1381%
Tudor Investment (Paul Tudor Jones) Increased +2377%
+6 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 50
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2022-06-10 Kathy E. Manning · D-NC House SOLD $15,001 - $50,000
2022-05-19 William R. Keating · D-MA House SOLD $15,001 - $50,000
2022-03-29 Alan S. Lowenthal · D-CA House BOUGHT $1,001 - $15,000
2022-03-24 Alan S. Lowenthal · D-CA House BOUGHT $15,001 - $50,000
2022-03-17 James R. Langevin · D-RI House SOLD $1,001 - $15,000
2022-03-17 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2022-03-11 James R. Langevin · D-RI House BOUGHT $1,001 - $15,000
2022-02-15 Alan S. Lowenthal · D-CA House SOLD $1,001 - $15,000
2022-02-15 Alan S. Lowenthal · D-CA House SOLD $15,001 - $50,000
2022-02-03 James R. Langevin · D-RI House BOUGHT $1,001 - $15,000
2022-02-02 Kathy E. Manning · D-NC House BOUGHT $1,001 - $15,000
2022-01-28 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2022-01-22 Kathy E. Manning · D-NC House BOUGHT $15,001 - $50,000
2021-12-31 Kathy E. Manning · D-NC House BOUGHT $1,001 - $15,000
2021-10-25 Josh Gottheimer · D-NJ House BOUGHT $1,001 - $15,000
2021-08-27 Marie Newman · D-IL House SOLD $50,001 - $100,000
2021-08-19 James R. Langevin · D-RI House SOLD $1,001 - $15,000
2021-07-19 Marie Newman · D-IL House SOLD $1,001 - $15,000
2021-07-16 James R. Langevin · D-RI House BOUGHT $1,001 - $15,000
2021-06-22 Ro Khanna · D-CA House BOUGHT $1,001 - $15,000
2021-06-22 Kathy E. Manning · D-NC House BOUGHT $1,001 - $15,000
2021-05-27 David B. McKinley · R-WV House SOLD $1,001 - $15,000
2021-04-16 Marie Newman · D-IL House SOLD $1,001 - $15,000
2021-04-12 Marie Newman · D-IL House BOUGHT $50,001 - $100,000
2021-04-09 Marie Newman · D-IL House SOLD $50,001 - $100,000
2021-04-05 Marie Newman · D-IL House BOUGHT $50,001 - $100,000
2021-04-05 Marie Newman · D-IL House SOLD $50,001 - $100,000
2021-04-01 Marie Newman · D-IL House SOLD $50,001 - $100,000
2021-03-24 Alan S. Lowenthal · D-CA House BOUGHT $1,001 - $15,000
2021-03-05 John A. Yarmuth · D-KY House SOLD $1,001 - $15,000
2021-02-25 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2021-02-22 David B. McKinley · R-WV House BOUGHT $1,001 - $15,000
2021-02-16 Peter Meijer · R-MI House SOLD $1,001 - $15,000
2021-01-25 Marie Newman · D-IL House BOUGHT $50,001 - $100,000
2021-01-22 Ro Khanna · D-CA House BOUGHT $1,001 - $15,000
2021-01-22 Marie Newman · D-IL House SOLD $100,001 - $250,000
2021-01-19 Marie Newman · D-IL House SOLD $1,001 - $15,000
2021-01-19 Marie Newman · D-IL House BOUGHT $1,001 - $15,000
2021-01-14 Marie Newman · D-IL House SOLD $1,001 - $15,000
2020-11-19 Gilbert Ray Cisneros, Jr. · D-CA House BOUGHT $15,001 - $50,000
2020-11-11 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2020-10-29 Gilbert Ray Cisneros, Jr. · D-CA House BOUGHT $15,001 - $50,000
2020-09-23 Ron Wyden · D-OR Senate SOLD $1,001 - $15,000
2020-09-23 Dean Phillips · D-MN House BOUGHT $1,001 - $15,000
2020-09-14 Ron Wyden · D-OR Senate SOLD $1,001 - $15,000
2020-09-04 Pat Roberts · R-KS Senate BOUGHT $50,001 - $100,000
2020-09-04 Pat Roberts · R-KS Senate SOLD $50,001 - $100,000
2020-08-20 Ron Wyden · D-OR Senate BOUGHT $1,001 - $15,000
2020-08-20 David B. McKinley · R-WV House BOUGHT $1,001 - $15,000
2020-07-15 Pat Roberts · R-KS Senate BOUGHT $1,001 - $15,000
12
Investors
2
New positions
9
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Light Street Capital (Kacher)
Trust weight: 1.2×
New position
% of portfolio
2.9%
Position change
NEW
2.9% of Light Street Capital's portfolio
ARK Invest (Cathie Wood)
Trust weight: 1.3×
New position
% of portfolio
0.1%
Position change
NEW
0.1% of ARK Invest's portfolio
Baillie Gifford & Co
Trust weight: 1.4×
Increased +912%
% of portfolio
2.9%
Position change
+912%
2.9% of Baillie Gifford & Co's portfolio
Coatue Management
Trust weight: 1.4×
Increased +1655%
% of portfolio
2.5%
Position change
+1655%
2.5% of Coatue Management's portfolio
D.E. Shaw & Co
Trust weight: 1.0×
Increased +1381%
% of portfolio
0.9%
Position change
+1381%
0.9% of D.E. Shaw & Co's portfolio
Tudor Investment (Paul Tudor Jones)
Trust weight: 1.2×
Increased +2377%
% of portfolio
0.8%
Position change
+2377%
0.8% of Tudor Investment's portfolio
Tiger Global Management
Trust weight: 1.4×
Increased +1108%
% of portfolio
0.8%
Position change
+1108%
0.8% of Tiger Global Management's portfolio
Citadel Advisors
Trust weight: 1.0×
Increased +6386%
% of portfolio
0.4%
Position change
+6386%
0.4% of Citadel Advisors's portfolio
Millennium Management (Englander)
Trust weight: 1.0×
Increased +1713%
% of portfolio
0.2%
Position change
+1713%
0.2% of Millennium Management's portfolio
AQR Capital Management
Trust weight: 1.0×
Increased +691%
% of portfolio
0.1%
Position change
+691%
0.1% of AQR Capital Management's portfolio
Gotham Asset Mgmt (Greenblatt)
Trust weight: 1.1×
Increased +994%
% of portfolio
0.1%
Position change
+994%
0.1% of Gotham Asset Mgmt's portfolio
Bridgewater Associates (Dalio)
Trust weight: 1.3×
Decreased −31%
% of portfolio
0.0%
Position change
−31%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to NETFLIX INC
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Neutral
Sentiment
0
Buys
4
Sells
352
Combined score
-2
Insider boost
Date Insider Title Action Shares Price Value
2026-06-17 SMITH BRADFORD L Director SELL 22,190 $77.21 $1,713,265
2026-06-17 SMITH BRADFORD L Director SELL 13,800 $78.01 $1,076,534
2026-06-01 HASTINGS REED Director SELL 332,917 $85.85 $28,579,559
2026-06-01 HASTINGS REED Director SELL 53,783 $86.73 $4,664,476
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell NETFLIX INC or any security.

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