Stocklore

NetApp, Inc (NTAP)

IT Hardware · US stock

What changed in recent filings

  • Institutions — 1 new · 1 added · 2 reduced13F · as of end of 2026 Q2
  • Risk factors — 1 removed · removed: If we do not achieve forecasted sales order…10-K Apr 25, 2025 → Apr 24, 2026 · filed 4 months ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

NetApp, Inc recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Sep 2, 2026
    Revenue +30.1% YoY · EPS $1.88
    Released after the close: Sep 2 close → Sep 3 close, the stock moved +2.6% · over the same window, market +1.0% · sector +1.9%
  • 26Q1Released May 28, 2026
    Revenue +18.1% YoY · EPS $2.03
    Released after the close: May 28 close → May 29 close, the stock moved +22.4% · over the same window, market +0.2% · sector +2.5%
  • 25Q4Released Feb 26, 2026
    Revenue +4.4% YoY · EPS $1.67
    Released after the close: Feb 26 close → Feb 27 close, the stock moved -0.1% · over the same window, market -0.5% · sector +0.1%
  • 25Q3Released Nov 25, 2025
    Revenue +2.8% YoY · EPS $1.51
    Released after the close: Nov 25 close → Nov 26 close, the stock moved -2.0% · over the same window, market +0.7% · sector +0.1%

The next earnings release is estimated around Nov 24, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding NetApp, Inc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 62019 Q2 · 82019 Q3 · 52019 Q4 · 62020 Q1 · 62020 Q2 · 72020 Q3 · 52020 Q4 · 62021 Q1 · 52021 Q2 · 62021 Q3 · 62021 Q4 · 52022 Q1 · 72022 Q2 · 72022 Q3 · 62022 Q4 · 62023 Q1 · 42023 Q2 · 32023 Q3 · 42023 Q4 · 62024 Q1 · 52024 Q2 · 72024 Q3 · 72024 Q4 · 62025 Q1 · 52025 Q2 · 32025 Q3 · 42025 Q4 · 42026 Q1 · 42026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold NetApp, Inc

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.05% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.83% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.01% of portfolio · since 2022 Q1
  • Caisse de depot (Quebec)0.11% of portfolio · since 2025 Q3
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

NetApp, Inc. is an intelligent data infrastructure company that provides enterprise storage, data management software, and cloud operations solutions for organizations worldwide. NetApp’s core platform centers on ONTAP, its data management software and operating system, alongside storage systems and services designed to help customers store, protect, and access data across on-premises, hybrid cloud, and public cloud environments. The company serves enterprises, service providers, and government organizations with products for modernizing data centers, supporting cloud-connected workloads, and improving data resilience, backup, and disaster recovery. Its portfolio also includes cloud storage services and operational tools that help businesses manage data performance and governance across multiple environments. Headquartered in San Jose, California, NetApp plays a significant role in enterprise IT by enabling consistent data management across complex, distributed infrastructure.

What is the IT Hardware sector?

PCs, servers, and storage. Benefits from data centers alongside chips.

NetApp, Inc is classified under the IT Hardware sector. See peers below.

NetApp, Inc key financials

Based on SEC filings · as of Jul 31, 2026

94.4%
1.66x
as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

NetApp, Inc vs IT Hardware sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
12.7%vs benchmark 20.6%↓ below
Operating margin
26.6%vs benchmark 25.8%↑ above
Net margin
21.8%vs benchmark 21.8%↑ above
ROE
94.4%vs benchmark 27.4%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding NetApp, Inc

Per SEC N-PORT · 2026-07-31 · by weight · factual

RSPInvesco S&P 500 Equal Weight ETF
0.21%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.17%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.14%
VTVVANGUARD VALUE INDEX FUND
0.11%
SPY
0.05%
VOOVANGUARD 500 INDEX FUND
0.05%
IVViShares Core S&P 500 ETF
0.05%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.04%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.04%

NTAP on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the IT Hardware average
See full NTAP analysis →

Peers · IT Hardware

NTAP FAQ

What is NetApp, Inc (NTAP)?

NetApp, Inc. is an intelligent data infrastructure company that provides enterprise storage, data management software, and cloud operations solutions for organizations worldwide. NetApp’s core platform centers on ONTAP, its data management software and operating system, alongside storage systems and services designed to help customers store, protect, and access data across on-premises, hybrid cloud, and public cloud environments. The company serves enterprises, service providers, and government organizations with products for modernizing data centers, supporting cloud-connected workloads, and improving data resilience, backup, and disaster recovery. Its portfolio also includes cloud storage services and operational tools that help businesses manage data performance and governance across multiple environments. Headquartered in San Jose, California, NetApp plays a significant role in enterprise IT by enabling consistent data management across complex, distributed infrastructure.

What sector is NetApp, Inc in?

NetApp, Inc is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.

What are NetApp, Inc's key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 12.7%, Operating margin 26.6%, Net margin 21.8%, ROE 94.4%, Debt-to-equity 1.66x. Definitions and interpretation are available on Stocklore.

Where can I analyze NetApp, Inc (NTAP) stock?

On Stocklore you can see NTAP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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