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Signal dossier · Q4 2025
NFLX
Netflix · Communication
HoldLens verdict · single −100..+100 scale
BUY
Score: +13 / +100
WEAK BUY
2 tracked managers buying with 1 on a 3+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+13
Buy component
+13
Dissent penalty
−0
Unanimity bonus
+8
Quality differential
+0
Info density
+3
Buyers / Sellers
2 / 0
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Multi-quarter conviction
Managers who have been moving the same direction on NFLX for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Consecutive-quarter BUYERS
Smart money activity
Every tracked 13F move on NFLX — grouped by quarter, ranked by manager quality.
Smart money activity
4 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Lee AinslieElite Maverick Capital | 3.40% |
Oakmark Funds | 4.00% |
Q3 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Oakmark Funds | 3.60% |
Q2 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Oakmark Funds | 3.40% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Insider activity (Form 4)
0 buys · 1 sell from corporate insiders
Net: INSIDER SELLING
| Insider | Value |
|---|---|
Ted Sarandos Co-CEO | $10.01M |
Latest news
Recent headlines for NFLX — context for the moves above.
Current ownership
3 tracked superinvestors currently hold NFLX as a top position.
| Manager | % Portfolio |
|---|---|
| John Armitage Streaming profitability turn. | 3.9% |
| Bill Nygren Streaming pivot to profitability. | 3.6% |
| Lee Ainslie Streaming profitability turn. | 3.4% |
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HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.