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OPTU · NFLX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

OPTUNFLX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • OPTU
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterOPTUNFLX
Q3 202022 holders, $2.4bn43 holders, $57.4bn
Q4 202020 holders, $2.8bn48 holders, $63.2bn
Q1 202116 holders, $2.2bn44 holders, $60.9bn
Q2 202117 holders, $2.2bn51 holders, $59.3bn
Q3 202110 holders, $151m42 holders, $67.8bn
Q4 20218 holders, $175m46 holders, $64.2bn
Q1 20227 holders, $95m42 holders, $34.9bn
Q2 20229 holders, $80m35 holders, $15.0bn
Q3 20224 holders, $9.9m37 holders, $21.8bn
Q4 20225 holders, $115m36 holders, $30.4bn
Q1 20235 holders, $111m42 holders, $33.8bn
Q2 20234 holders, $107m43 holders, $42.3bn
Q3 20235 holders, $101m43 holders, $33.1bn
Q4 20233 holders, $52m39 holders, $42.1bn
Q1 20242 holders, $19m44 holders, $50.0bn
Q2 20242 holders, $16m44 holders, $55.5bn
Q3 20242 holders, $32m44 holders, $55.8bn
Q4 20243 holders, $33m51 holders, $73.4bn
Q1 20252 holders, $38m50 holders, $76.5bn
Q2 20252 holders, $32m45 holders, $106bn
Q3 20252 holders, $34m50 holders, $91.6bn
Q4 20253 holders, $24m48 holders, $73.1bn
Q1 20263 holders, $25m44 holders, $74.2bn
Q2 2026none listed holders, n.a.38 holders, $50.9bn
OPTU

Altice USA Inc

Holders
2
Reported value
$19m
Buyers
0
Sellers
1

Breadth -1 among 93 comparable managers.

Communications and media
NFLX

Netflix Inc.

Holders
44
Reported value
$50.0bn
Buyers
22
Sellers
23

Breadth -1 among 93 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q1 2024

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OPTU (1)

Baupost Group LLC

Only NFLX (43)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, and 18 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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