NFLX
Netflix, Inc. · Communication Services · Entertainment
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones -0.8% ·
nuevas posiciones netas -7.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | 0 | 2.79B | $199.92B | +8 | −9 |
| Q1 2026 | 187 | -2 | 2.85B | $273.69B | +6 | −9 |
| Q4 2025 | 188 | 0 | 3.01B | $282.40B | +2 | −1 |
| Q3 2025 | 30 | +2 | 187.41M | $224.64B | +2 | −1 |
| Q2 2025 | 26 | -2 | 165.82M | $221.99B | — | −2 |
| Q1 2025 | 25 | +1 | 72.77M | $67.82B | +1 | — |
| Q4 2024 | 24 | 0 | 76.10M | $67.81B | +1 | −1 |
| Q3 2024 | 23 | 0 | 56.92M | $40.35B | — | — |
| Q2 2024 | 23 | — | 58.56M | $39.50B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 38.38M | — | $51.39B | 0.8% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 33.96M | — | $45.48B | 0.9% | n/c | 1 | SEC ↗ ×23 |
| 3 | Fidelity (FMR) ✦ | 22.09M | — | $29.58B | 1.7% | n/c | 1 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (pasivo) | 17.44M | +2.1% | $23.36B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 11.19M | -4.6% | $14.98B | 1.7% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Capital World Investors ✦ | 10.46M | -9.2% | $14.01B | 2.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 9.93M | +2.4% | $13.23B | 0.9% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (pasivo) | 5.92M | +5.4% | $7.93B | 1.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Wellington Management ✦ | 3.98M | -9.4% | $5.32B | 1.0% | ▼ Trim | 5 | SEC ↗ ×9 |
| 10 | Baillie Gifford ✦ | 3.90M | -3.2% | $5.23B | 3.9% | ▼ Trim | 5 | SEC ↗ ×4 |
| 11 | Arrowstreet Capital ✦ | 2.45M | -1.2% | $3.29B | 2.3% | ▼ Trim | 5 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 2.02M | -2.1% | $2.70B | 1.1% | ▼ Trim | 5 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 948.91K | +187.3% | $1.27B | 1.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Coatue Management ✦ | 618.74K | 0.0% | $828.57M | 2.3% | Held | 5 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 538.53K | +131892.2% | $721.16M | 1.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 393.73K | +2.9% | $527.26M | 0.9% | ▲ Add | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 371.87K | -21.1% | $497.99M | 0.6% | ▼ Trim | 5 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 331.34K | -30.0% | $443.71M | 0.4% | ▼ Trim | 5 | SEC ↗ ×2 |
| 19 | AQR Capital Management ✦ | 275.31K | -2.9% | $367.11M | 0.3% | ▼ Trim | 5 | SEC ↗ ×8 |
| 20 | Two Sigma Investments ✦ | 215.22K | +1.9% | $288.20M | 0.5% | ▲ Add | 5 | SEC ↗ |
| 21 | PRIMECAP Management ✦ | 197.24K | +32.6% | $264.13M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 22 | Millennium Management ✦ | 162.62K | -47.5% | $217.76M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 25.32K | +36.4% | $33.90M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 12.01K | -0.3% | $16.08M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 25 | Harris Associates (Oakmark) ✦ | 3.22K | -2.8% | $4.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Bridgewater Associates ✦ | 2.62K | -91.4% | $3.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Viking Global Investors | $698.87M | era 2.2% |
| Point72 Asset Management | $104.92M | era 0.3% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 1.05M acciones, $101,207 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 720 acc. · $54,194
Director · 720 acc. · $54,907
Director · 720 acc. · $55,872
Officer · 9.25K acc. · $700,907
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Netflix will lay off roughly 6% of its workforce, according to a memo obtained by CNBC.
CNBCNetflix has responded to a slumping stock price by cutting 6% of its staff. The streamer has dealt with growth concerns…
Business InsiderNetflix is cutting about 1,000 employees, following in the footsteps of other major media companies. The cuts impact…
Business InsiderNetflix cuts about 6% of jobs, WSJ reports
ReutersThe job cuts affect about 1,000 positions and come as the company struggles with slowing growth.
WSJ