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Jeremy Grantham's Netflix, Inc. (NFLX) position

Yes: as of Q1 2026, Jeremy Grantham holds 4.0M shares of NFLX worth $385M (1.0% of the disclosed portfolio). Last quarter the position was increased by over 1,000%. First disclosed Q2 2022.
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Current value
$385M
Shares held
4.0M
% of portfolio
1.0%
Est. average buy price (i)
$92.42
est. since Q4 2025
Quarter-end price
$95.00

Estimated trade prices

Average price in quarters with purchases
$91.94
Average prices in quarters with sales
  • Q3 2025: $1,220.39 (399 shares sold)
  • Q4 2024: $823.08 (294 shares sold)
  • Q3 2022: $222.12 (30K shares sold)

NFLX price vs Grantham's position

Dates
$60$500$1,000$1,50020222023202420252026New position of 103K shares · Q2 2022. Average closing price $221.70 · Price range $166.37–$391.50103KsharespurchasedSold 30K shares (29.1%) · Q3 2022. Average closing price $222.12 · Price range $174.45–$249.3030KsharessoldNew position of 2K shares · Q3 2024. Average closing price $668.77 · Price range $598.55–$722.262KsharespurchasedSold 294 shares (18.2%) · Q4 2024. Average closing price $823.08 · Price range $687.65–$936.56294sharessoldAdded 832 shares (62.8%) · Q1 2025. Average closing price $951.01 · Price range $828.40–$1,058.60832sharespurchasedAdded 993 shares (46.0%) · Q2 2025. Average closing price $1,130.44 · Price range $855.86–$1,339.13993sharespurchasedSold 399 shares (12.7%) · Q3 2025. Average closing price $1,220.39 · Price range $1,147.87–$1,297.18399sharessoldAdded 4.0M shares (over 1,000%) · Q1 2026. Average closing price $87.96 · Price range $75.92–$99.364.0Msharespurchased
Average closing price · filing quarter
$87.96
Price range · filing quarter
$75.92 – $99.36

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +4.0M +$353M +12,347.4% 4.0M May 14, 2026
Q4 2025 First covered 33K Feb 17, 2026
Q3 2025 Reduced −399 −$487K −12.7% 3K Nov 13, 2025
Q2 2025 Added +993 +$1.1M +46.0% 3K Aug 13, 2025
Q1 2025 Added +832 +$791K +62.8% 2K May 14, 2025
Q4 2024 Reduced −294 −$242K −18.2% 1K Feb 13, 2025
Q3 2024 New +2K +$1.1M 2K Nov 13, 2024
Q3 2022 Reduced −30K −$6.6M −29.1% 73K Nov 10, 2022
Q2 2022 New +103K +$23M 103K Aug 12, 2022
Data through Q1 2026 · filed May 14, 2026
9 grouped rows from 9 quarters

More Grantham positions

Common questions

Does Jeremy Grantham own NFLX?

Yes. As of Q1 2026, Jeremy Grantham disclosed 4.0M shares of NFLX, worth $385M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy NFLX?

Jeremy Grantham first disclosed a NFLX position in Q2 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell NFLX?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in NFLX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of NFLX does Jeremy Grantham own?

Jeremy Grantham disclosed 4.0M shares of NFLX as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for NFLX?

Jeremy Grantham began building the NFLX position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.