Pershing Square new/increased position report: NFLX — The Last Time Bill Ackman Bought Netflix He Lost $400 Million. Here's Why He's Back In For 3 Million SharesPershing Square 新建仓/增持：NFLX
Netflix (NFLX) Institutional Position Signal
On August 14, 2026, 24/7 Wall Street reported that Pershing Square founder Bill Ackman has established or increased a 3 million-share position in Netflix (NFLX). Ackman previously lost $400 million on a prior Netflix investment, drawing significant market attention to the renewed position, as Ackman’s past investment decisions are widely tracked by industry participants.
Independent corroborating data includes the latest 13F filing as of December 31, 2025, which shows institutional investors hold 79.4% of Netflix’s float across 3,657 institutional holders, with total gross holdings valued at $314.9 billion. Recent insider trading filings also show Netflix CFO Neumann Spencer Adam sold 9,248 shares via a Form 4 filed on August 10, 2026, at a price of $75.79 per share, for a total transaction value of ~$700,900. As of June 1, 2026, Netflix’s analyst rating split remained stable, with 8 strong buy, 29 buy, and 13 hold ratings.
This public report does not include official SEC disclosure from Pershing Square confirming the position, so it cannot verify the exact execution date, average cost basis, or whether the position will be maintained over time.
Follow-up markers
1. Review official SEC filings from Pershing Square, such as a Schedule 13G/A or Form 13F, to confirm the disclosed position change;
2. Track Netflix’s October 20, 2026 quarterly earnings report to compare actual revenue and EPS against market estimates.
奈飞（NFLX）机构持仓信号
2026年8月14日，据24/7 Wall Street报道，潘兴广场资本（Pershing Square）创始人比尔·阿克曼（Bill Ackman）已建立或增持奈飞（NFLX）300万股持仓。阿克曼上次投资奈飞时曾亏损4亿美元，此次动作引发市场对其投资逻辑的高度关注，因为阿克曼的过往持仓决策常被行业作为参考指标。
独立佐证数据包括：截至2025年12月31日的最新13F文件显示，奈飞流通股中有79.4%由机构投资者持有，共计3657家机构持仓，总持仓市值达3149亿美元；近期奈飞内部高管也有减持动作，2026年8月10日，首席财务官Neumann Spencer Adam通过SEC Form 4文件披露，以每股75.79美元的价格出售了9248股奈飞股票，交易金额约70.09万美元。截至2026年6月1日，奈飞的分析师评级结构保持稳定，包含8个强力买入、29个买入及13个持有评级。
该报道未附带潘兴广场资本的官方SEC披露文件，因此无法确认此次交易的实际执行时间、平均建仓成本，也不能证明该持仓将长期持有。
后续关注
1. 等待潘兴广场资本提交的SEC Schedule 13G/A或Form 13F文件，以核实此次持仓变动的官方信息；
2. 跟踪奈飞2026年10月20日的季度财报，对比实际营收与每股收益与市场预期的差异。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。