BNP Paribas Asset Management Holding S.A. has opened a new $555.3M position in $NFLX, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NFLX.
$NFLX Hedge Fund Activity
We have seen 1,754 institutional investors add shares of $NFLX stock to their portfolio, and 1,677 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
- JENNISON ASSOCIATES LLC removed 12,258,559 shares (-26.0%) from their portfolio in Q4 2025, for an estimated $1,149,362,491
- CARDANO RISK MANAGEMENT B.V. added 12,199,210 shares (+875.6%) to their portfolio in Q4 2025, for an estimated $1,143,797,929
- GOLDMAN SACHS GROUP INC removed 8,684,020 shares (-25.2%) from their portfolio in Q4 2025, for an estimated $814,213,715
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NFLX Insider Trading Activity
$NFLX insiders have traded $NFLX stock on the open market 148 times in the past 6 months. Of those trades, 0 have been purchases and 148 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 72 sales selling 1,301,239 shares for an estimated $238,543,232.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 4 sales selling 60,628 shares for an estimated $37,132,628.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 6 sales selling 135,120 shares for an estimated $13,267,425.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 60 sales selling 17,743 shares for an estimated $10,559,908.
- 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.
$NFLX Congressional Stock Trading
Members of Congress have traded $NFLX stock 19 times in the past 6 months. Of those trades, 12 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE RICK W. ALLEN sold up to $15,000 on 12/12.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 2 sales worth up to $30,000 on 12/10, 10/07.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $100,000 on 12/08.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NFLX Analyst Ratings
Wall Street analysts have issued reports on $NFLX in the last several months. We have seen 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 01/21/2026
- Wolfe Research issued a "Outperform" rating on 01/21/2026
- TD Cowen issued a "Buy" rating on 01/21/2026
- Oppenheimer issued a "Outperform" rating on 01/21/2026
- Guggenheim issued a "Buy" 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 $NFLX, check out Quiver Quantitative's $NFLX forecast page.
$NFLX Price Targets
Multiple analysts have issued price targets for $NFLX recently. We have seen 29 analysts offer price targets for $NFLX in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Saken Ismailov from Freedom Capital Markets set a target price of $104.0 on 01/27/2026
- Joseph Bonner from Argus Research set a target price of $110.0 on 01/22/2026
- Benjamin Swinburne from Morgan Stanley set a target price of $110.0 on 01/21/2026
- Laura Martin from Needham set a target price of $120.0 on 01/21/2026
- Eric Sheridan from Goldman Sachs set a target price of $100.0 on 01/21/2026
- Jeffrey Wlodarczak from Pivotal Research set a target price of $95.0 on 01/21/2026
- John Hodulik from UBS set a target price of $130.0 on 01/21/2026
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.
