Cloverfields Capital Group LP Has $7.35 Million Holdings in Netflix, Inc. $NFLX

Posted by Brenda Bartman on Jul 24th, 2026

Cloverfields Capital Group LP grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 22.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 76,408 shares of the Internet television network’s stock after purchasing an additional 14,001 shares during the quarter. Netflix comprises about 2.4% of Cloverfields Capital Group LP’s investment portfolio, making the stock its 5th biggest position. Cloverfields Capital Group LP’s holdings in Netflix were worth $7,347,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Checchi Capital Advisers LLC increased its holdings in Netflix by 875.7% during the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock worth $2,920,000 after purchasing an additional 27,951 shares during the period. BNC Wealth Management LLC boosted its stake in shares of Netflix by 991.3% in the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock valued at $3,866,000 after buying an additional 37,451 shares during the period. Crew Capital Management Ltd grew its position in shares of Netflix by 1,021.9% during the fourth quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after buying an additional 8,226 shares in the last quarter. Family Capital Trust Co increased its stake in shares of Netflix by 20,869.5% during the fourth quarter. Family Capital Trust Co now owns 27,470 shares of the Internet television network’s stock worth $2,576,000 after buying an additional 27,339 shares during the period. Finally, Vanguard Group Inc. increased its stake in shares of Netflix by 912.5% during the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after buying an additional 351,493,659 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Multiple analysts and commentators argue the post-earnings pullback has made Netflix look like a value opportunity, pointing to continued profitable growth, strong margins, and a cheaper valuation after the sell-off. Netflix (NFLX) Stock Has Become a Value Play Post Q2
Positive Sentiment: Netflix’s latest debt refinancing move, issuing $1 billion in senior notes, may support liquidity and balance-sheet management rather than signal distress. Netflix Issues $1 Billion Senior Notes to Refinance Debt
Positive Sentiment: Some coverage says the company’s old catalog remains a secret weapon, suggesting engagement from legacy hits can offset worries about the pace of new blockbuster releases. Wall Street is worried about Netflix’s new shows. Its old ones are its secret weapon.
Neutral Sentiment: Industry M&A chatter around Netflix and Lionsgate reflects a broader shift toward digital distribution power, but the article frames it more as a sector trend than a confirmed deal catalyst. The Netflix-Lionsgate Rumor Exposed a Bigger Shift in Media M&A (NFLX)
Neutral Sentiment: Other commentary remains mixed, with some analysts saying Netflix is still exposed to a “microdrama” content challenge and others urging investors to hold rather than buy aggressively, reinforcing the uncertainty around near-term sentiment. Netflix: The Microdrama Challenge And The Case To Stay Neutral
Negative Sentiment: Investors remain concerned that Netflix may be struggling to create the next wave of big hits, which could limit subscriber and engagement momentum if new originals fail to break out. Wall Street is worried about Netflix’s new shows. Its old ones are its secret weapon.
Negative Sentiment: Broader streaming competition is intensifying, highlighted by Comcast’s Peacock turning profitable, which underscores that rivals are becoming more efficient and could pressure Netflix’s growth narrative. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost

Insiders Place Their Bets

In other news, insider David A. Hyman sold 5,722 shares of Netflix stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $27,842,088. The trade was a 1.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. This trade represents a 18.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 899,839 shares of company stock valued at $80,141,661. 1.24% of the stock is owned by insiders.

Netflix Stock Up 0.5%

NFLX opened at $68.89 on Friday. Netflix, Inc. has a one year low of $65.08 and a one year high of $126.71. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.41 and a current ratio of 1.14. The stock has a market capitalization of $286.85 billion, a P/E ratio of 21.68, a price-to-earnings-growth ratio of 0.86 and a beta of 1.52. The business’s 50-day simple moving average is $78.67 and its 200-day simple moving average is $86.16.

Netflix (NASDAQ:NFLX – Get Free Report) last announced its earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The firm had revenue of $12.56 billion during the quarter, compared to analysts’ expectations of $12.58 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The business’s revenue was up 13.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.72 EPS. Analysts anticipate that Netflix, Inc. will post 3.59 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on NFLX shares. Seaport Research Partners downgraded shares of Netflix from a “buy” rating to a “neutral” rating in a research note on Monday. Wolfe Research reissued an “outperform” rating and issued a $107.00 price objective on shares of Netflix in a research report on Friday, April 17th. Sanford C. Bernstein set a $95.00 price objective on shares of Netflix and gave the company an “outperform” rating in a report on Friday, July 17th. DZ Bank reaffirmed a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Finally, Citizens Jmp reiterated a “market perform” rating on shares of Netflix in a research note on Wednesday, April 15th. Four research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $103.48.

Read Our Latest Research Report on NFLX

Netflix Company Profile

(Free Report)

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.