Congress Asset Management Co. Boosts Netflix Stake

Institutional investor increases position in streaming giant by over 800% in Q4 2025

Mar. 24, 2026 at 8:37am

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Congress Asset Management Co., a major institutional investor, significantly increased its stake in Netflix, Inc. (NASDAQ: NFLX) by 886.2% in the fourth quarter of 2025. The firm now owns 1,381,176 shares of the internet television network's stock, worth approximately $129.5 million.

Why it matters

The substantial increase in Congress Asset Management's Netflix holdings reflects growing institutional confidence in the company's long-term prospects, despite recent stock price volatility. As a top 27th largest position in the firm's portfolio, Netflix's performance will be closely watched by the investment community.

The details

According to a recent 13F filing, Congress Asset Management Co. purchased an additional 1,241,124 shares of Netflix during the fourth quarter, bringing its total position to 1,381,176 shares. This represents a significant increase from the previous quarter, when the firm held just 140,052 shares.

  • Congress Asset Management Co. filed its Q4 2025 13F report on March 24, 2026.

The players

Congress Asset Management Co.

A major institutional investment firm that manages over $20 billion in assets for clients.

Netflix, Inc.

A global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content.

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What they’re saying

“We must continue to see Netflix as a long-term growth opportunity despite near-term volatility.”

— Robert Jenkins, Chief Investment Officer, Congress Asset Management Co.

What’s next

Congress Asset Management Co. will likely continue to monitor Netflix's performance and may adjust its position accordingly in future quarters.

The takeaway

The significant increase in Congress Asset Management's Netflix holdings underscores the continued institutional confidence in the streaming giant's long-term potential, even as the stock has faced recent market turbulence.