Netflix, Inc. (NASDAQ:NFLX) Q1 2026 Earnings Call Transcript
Spencer Wong: Good afternoon, and welcome to the Netflix, Inc. Q1 2026 earnings interview. I am Spencer Wong, VP of finance and capital markets.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 608,320 | $58,489,969 | -22% | 1.68% |
| 2. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 37,721 | $3,626,874 | +24% | 1.82% |
| 3. | Bayforest Capital Theodoros Tsagaris | 385 | $37,018 | +521% | 0.04% |
| 4. | Bourgeon Capital John Zaro | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $379.96 | 40 | $15,198.40 | 5,158,941 | 2022-01-28 | Filing | |
| $376.45 | 2,500 | $941,132.00 | 5,158,901 | 2022-01-28 | Filing | |
| $375.29 | 2,000 | $750,580.00 | 5,156,401 | 2022-01-28 | Filing | |
| $393.47 | 535 | $210,508.38 | 5,154,401 | 2022-01-27 | Filing | |
| $392.85 | 4,424 | $1,737,980.79 | 5,153,866 | 2022-01-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $98.00 | 28,630 | $2,805,740.00 | 73,787 | 2026-04-02 | Filing | |
| $96.66 | 20,580 | $1,989,264.86 | 3,940 | 2026-04-01 | Filing | |
| $95.68 | 247,923 | $23,720,454.49 | 24,520 | 2026-04-01 | Filing | |
| $95.02 | 152,047 | $14,446,745.71 | 272,443 | 2026-04-01 | Filing | |
| $97.00 | 28,630 | $2,777,110.00 | 73,787 | 2026-03-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,476,404 | $238,106,263 | 2.9% | |
| 2. | 1,149,887 | $110,561,635 | 0.73% | |
| 3. | 885,447 | $85,135,729 | 1.13% | |
| 4. | 854,845 | $82,193,347 | 1.37% | |
| 5. | 825,858 | $79,381,470 | 2.33% |