WELCH & FORBES LLC has added 115,125 shares of $NFLX to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NFLX.
NETFLIX Hedge Fund Activity
We have seen 1,929 institutional investors add shares of NETFLIX stock to their portfolio, and 1,591 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 77,868,029 shares (-70.9%) from their portfolio in Q4 2025, for an estimated $7,300,906,399
- NORGES BANK added 61,894,705 shares (+inf%) to their portfolio in Q4 2025, for an estimated $5,803,247,540
- BANK OF NEW YORK MELLON CORP removed 28,686,390 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,689,635,926
- JPMORGAN CHASE & CO removed 25,714,908 shares (-28.8%) from their portfolio in Q4 2025, for an estimated $2,411,029,774
- PRICE T ROWE ASSOCIATES INC /MD/ removed 23,459,212 shares (-21.4%) from their portfolio in Q4 2025, for an estimated $2,199,535,717
- FMR LLC removed 15,207,723 shares (-7.2%) from their portfolio in Q4 2025, for an estimated $1,425,876,108
- JENNISON ASSOCIATES LLC removed 12,258,559 shares (-26.0%) from their portfolio in Q4 2025, for an estimated $1,149,362,491
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
NETFLIX Insider Trading Activity
NETFLIX insiders have traded $NFLX stock on the open market 102 times in the past 6 months. Of those trades, 0 have been purchases and 102 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by insiders over the last 6 months:
- REED HASTINGS has made 0 purchases and 42 sales selling 2,064,204 shares for an estimated $237,750,277.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 4 sales selling 60,628 shares for an estimated $37,132,628.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 44 sales selling 127,063 shares for an estimated $15,422,406.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 6 sales selling 135,120 shares for an estimated $13,267,425.
- BRADFORD L SMITH has made 0 purchases and 3 sales selling 31,790 shares for an estimated $2,824,821.
- THEODORE A SARANDOS (Co-CEO) sold 2,027 shares for an estimated $2,213,638
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 3,374 shares for an estimated $521,131.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
NETFLIX Congressional Stock Trading
Members of Congress have traded $NFLX stock 17 times in the past 6 months. Of those trades, 12 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- REPRESENTATIVE CLEO FIELDS has traded it 8 times. They made 8 purchases worth up to $1,380,000 on 01/20, 12/03, 11/20, 11/03, 10/31 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/08.
- REPRESENTATIVE RICK W. ALLEN sold up to $15,000 on 12/12.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 12/10.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $100,000 on 12/08.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 10/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
NETFLIX Analyst Ratings
Wall Street analysts have issued reports on $NFLX in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 01/21/2026
- Wolfe Research issued a "Outperform" rating on 01/21/2026
- Piper Sandler issued a "Overweight" rating on 01/21/2026
- TD Cowen issued a "Buy" rating on 01/21/2026
- Oppenheimer issued a "Outperform" rating on 01/21/2026
- Morgan Stanley issued a "Overweight" rating on 01/21/2026
- BMO Capital issued a "Outperform" rating on 01/21/2026
To track analyst ratings and price targets for NETFLIX, check out Quiver Quantitative's $NFLX forecast page.
NETFLIX Price Targets
Multiple analysts have issued price targets for $NFLX recently. We have seen 27 analysts offer price targets for $NFLX in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Thomas Champion from Piper Sandler set a target price of $115.0 on 04/17/2026
- Jason Helfstein from Oppenheimer set a target price of $120.0 on 04/17/2026
- Michael Morris from Guggenheim set a target price of $120.0 on 04/17/2026
- Barton Crockett from Rosenblatt set a target price of $95.0 on 04/17/2026
- Alicia Reese from Wedbush set a target price of $118.0 on 04/17/2026
- Justin Patterson from Keybanc set a target price of $115.0 on 04/17/2026
- Kannan Venkateshwar from Barclays set a target price of $110.0 on 04/17/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NFLX ticker page for more data.
