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VSNT · 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.

VSNTNFLX
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.
  • VSNT
  • NFLX
0204060202120222023202420252026
Holders and value by quarter
QuarterVSNTNFLX
Q3 2020none listed holders, n.a.43 holders, $57.4bn
Q4 2020none listed holders, n.a.48 holders, $63.2bn
Q1 2021none listed holders, n.a.44 holders, $60.9bn
Q2 2021none listed holders, n.a.51 holders, $59.3bn
Q3 2021none listed holders, n.a.42 holders, $67.8bn
Q4 2021none listed holders, n.a.46 holders, $64.2bn
Q1 2022none listed holders, n.a.42 holders, $34.9bn
Q2 2022none listed holders, n.a.35 holders, $15.0bn
Q3 2022none listed holders, n.a.37 holders, $21.8bn
Q4 2022none listed holders, n.a.36 holders, $30.4bn
Q1 2023none listed holders, n.a.42 holders, $33.8bn
Q2 2023none listed holders, n.a.43 holders, $42.3bn
Q3 2023none listed holders, n.a.43 holders, $33.1bn
Q4 2023none listed holders, n.a.39 holders, $42.1bn
Q1 2024none listed holders, n.a.44 holders, $50.0bn
Q2 2024none listed holders, n.a.44 holders, $55.5bn
Q3 2024none listed holders, n.a.44 holders, $55.8bn
Q4 2024none listed holders, n.a.51 holders, $73.4bn
Q1 2025none listed holders, n.a.50 holders, $76.5bn
Q2 2025none listed holders, n.a.45 holders, $106bn
Q3 2025none listed holders, n.a.50 holders, $91.6bn
Q4 2025none listed holders, n.a.48 holders, $73.1bn
Q1 202610 holders, $794m44 holders, $74.2bn
Q2 20269 holders, $595m38 holders, $50.9bn
VSNT

Versant Media Group Inc

Holders
10
Reported value
$794m
Buyers
32
Sellers
1

Not ranked this quarter: its new positions are allocations in a new listing.

Communications and media
NFLX

Netflix Inc.

Holders
44
Reported value
$74.2bn
Buyers
27
Sellers
25

Breadth +2 among 91 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VSNT (3)

Dodge & Cox, First Eagle Investment Management LLC, Greenlight Capital

Only NFLX (37)

AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, and 12 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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