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CABO · 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.

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.
  • CABO
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterCABONFLX
Q3 202014 holders, $2.9bn43 holders, $57.4bn
Q4 202010 holders, $3.2bn48 holders, $63.2bn
Q1 202111 holders, $2.6bn44 holders, $60.9bn
Q2 202110 holders, $3.0bn51 holders, $59.3bn
Q3 202110 holders, $2.9bn42 holders, $67.8bn
Q4 20218 holders, $3.0bn46 holders, $64.2bn
Q1 202210 holders, $2.3bn42 holders, $34.9bn
Q2 202212 holders, $1.7bn35 holders, $15.0bn
Q3 20229 holders, $742m37 holders, $21.8bn
Q4 20228 holders, $731m36 holders, $30.4bn
Q1 202310 holders, $783m42 holders, $33.8bn
Q2 20238 holders, $755m43 holders, $42.3bn
Q3 20239 holders, $709m43 holders, $33.1bn
Q4 20239 holders, $552m39 holders, $42.1bn
Q1 20248 holders, $336m44 holders, $50.0bn
Q2 20245 holders, $189m44 holders, $55.5bn
Q3 20243 holders, $73m44 holders, $55.8bn
Q4 20243 holders, $71m51 holders, $73.4bn
Q1 20252 holders, $46m50 holders, $76.5bn
Q2 20252 holders, $11m45 holders, $106bn
Q3 20252 holders, $5.2m50 holders, $91.6bn
Q4 20252 holders, $4.1m48 holders, $73.1bn
Q1 2026none listed holders, n.a.44 holders, $74.2bn
Q2 2026none listed holders, n.a.38 holders, $50.9bn
CABO

Cable One Inc

Holders
0
Reported value
$0
Buyers
15
Sellers
8

Breadth +7 among 91 comparable managers.

NFLX

Netflix Inc.

Holders
44
Reported value
$74.2bn
Buyers
27
Sellers
25

Breadth +2 among 91 comparable managers.

Who holds both, Q1 2026

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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