Follow The Filings

NTAP NetApp

Information Technology, filed as NETAPP INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 4.8%
  • $382M
  • 1 new 1 small

In 2026 Q2 Lee Ainslie opened a position in NetApp.

Who owns this now

Largest portfolio weights among holders, up to 4.8% (Lyrical Asset Management). Not free-float ownership.

  1. Lyrical Asset Management Reduce 4.8%
  2. Lee Ainslie New 0.01%

Who owns NTAP

Sorted by value, long equity only, as of 2026 Q2.

History
Lyrical Asset Management 4.8% Small trim −2.4% 2,465,831 $382M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 4,375 $677K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by NTAP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All NTAP insider trades
  • None no insider bought on the open market
  • $4.7M sold by 3 insiders outside a trading plan
  • $41.7M sold by 5 insiders under 10b5-1 plans
  1. Elizabeth M O'Callahan EVP, Chief Admin. Officer
    Planned sale
    $237K 1,000 shares at $237.42 3.3% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  2. Carrie Palin Director
    Sale
    $1.1M 5,000 shares at $216.43 43% of stake
    Traded Oct 2 Filed Oct 6
    ↗
  3. Gerald Held Director
    Sale
    $1.2M 5,757 shares at $212.00 36% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  4. George Kurian CEO
    Planned sale
    $2.1M 10,000 shares at $210.04 4.6% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  5. George Kurian CEO
    Planned sale
    $10.5M 50,000 shares at $209.95 19% of stake
    Traded Sep 29 Filed Oct 1
    ↗
  6. George Kurian CEO
    Planned sale
    $7.4M 37,000 shares at $199.95 12% of stake
    Traded Sep 24 Filed Sep 28
    ↗
  7. George Kurian CEO
    Planned sale
    $2.6M 13,000 shares at $200.01 4.1% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  8. Deepak Ahuja Director
    Planned sale
    $690K 3,450 shares at $200.00 21% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  9. Deepak Ahuja Director
    Planned sale
    $684K 3,526 shares at $194.04 18% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  10. George Kurian CEO
    Planned sale
    $7.7M 40,000 shares at $191.42 11% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  11. Thomas Michael Nevens Director
    Sale
    $1.2M 5,940 shares at $195.21 43% of stake
    Traded Sep 11 Filed Sep 14
    ↗
  12. Elizabeth M O'Callahan EVP, Chief Admin. Officer
    Planned sale
    $185K 1,000 shares at $184.74 3.2% of stake
    Traded Sep 10 Filed Sep 14
    ↗
  13. Cesar Cernuda President
    Planned sale
    $533K 2,608 shares at $204.48 5.3% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  14. Elizabeth M O'Callahan EVP, Chief Admin. Officer
    Planned sale
    $194K 1,000 shares at $193.82 3.2% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  15. Elizabeth M O'Callahan EVP, Chief Admin. Officer
    Planned sale
    $171K 1,000 shares at $170.92 3.1% of stake
    Traded Jul 10 Filed Jul 14
    ↗

Also filed in the last 12 months, not counted as buying or selling: 36 share withholdings for taxes, 34 option exercises, and 10 stock grants.

Congress

1 member of Congress traded NTAP in the last three years: 1 buy and 0 sales.

All Congress trades
  1. John Boozman R-ARJoint Buy $1K–$15K Feb 27 filed Mar 6

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
8-K 3.03,5.03,5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 11 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $6.36B $6.27B $6.57B $6.92B
Gross profit $4.21B $4.43B $4.61B $4.9B
Gross margin * 66.2% 70.7% 70.2% 70.7%
Net income $1.27B $0.986B $1.19B $1.28B
Net margin * 20.0% 15.7% 18.0% 18.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $4.68B $4.9B $5.85B $5.78B
Total non-current assets * $5.14B $4.99B $4.97B $4.97B
Total assets $9.82B $9.89B $10.82B $10.74B
Total current liabilities $3.47B $4.11B $4.66B $4.02B
Total non-current liabilities * $5.19B $4.64B $5.12B $5.37B
Total equity $1.16B $1.15B $1.04B $1.35B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.11B $1.68B $1.51B $2.07B
Cash from investing -$1.39B -$0.735B $0.147B -$0.595B
Cash from financing -$1.51B -$1.34B -$0.828B -$2.15B
Net change in cash -$1.8B -$0.413B $0.84B -$0.674B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.