Dock Street Asset Management Boosts Netflix Holdings by 886%

Institutional investor now owns nearly a quarter million shares of the streaming giant.

Apr. 1, 2026 at 8:05am

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Dock Street Asset Management Inc. significantly increased its stake in Netflix, Inc. (NASDAQ:NFLX) during the fourth quarter, growing its holdings by 886.6% to 243,684 shares. The institutional investor's position in Netflix is now valued at $22.85 million, making it the 19th largest holding in Dock Street's portfolio.

Why it matters

This substantial increase in Netflix ownership by Dock Street Asset Management suggests the institutional investor sees significant long-term potential in the streaming company, even as it faces growing competition in the crowded video-on-demand market.

The details

Dock Street Asset Management added 218,984 Netflix shares to its portfolio during the fourth quarter, bringing its total position to 243,684 shares. This represents a nearly 900% increase in the firm's Netflix holdings compared to the prior quarter. Netflix now makes up 2.1% of Dock Street's total assets under management.

  • Dock Street Asset Management increased its Netflix stake in the fourth quarter of 2025.
  • The firm's latest 13F filing with the SEC was released on April 1, 2026.

The players

Dock Street Asset Management Inc.

An institutional investor that manages a portfolio of stocks, bonds, and other assets on behalf of 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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The takeaway

Dock Street Asset Management's Netflix investment highlights the ongoing appeal of the streaming giant among institutional investors, despite concerns about its ability to maintain market share in the increasingly crowded video-on-demand landscape.