Goldman Sachs Names Its “Top 3 Hardware Stocks” as AI Spending Surges
Goldman Sachs ($GS) named Dell Technologies ($DELL), Hewlett Packard Enterprise ($HPE), and NetApp ($NTAP) its “top three U.S. hardware picks.” The...
Netapp Inc. (NTAP)
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Sector: Computer Storage Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 2,465,831 | $381,612,006 | -3% | 4.84% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,539,398 | $238,237,234 | +56% | 0.11% |
| 3. | AQR Capital Management Cliff Asness | 1,262,497 | $194,778,075 | -3% | 0.07% |
| 4. | Citadel Investment Group Ken Griffin | 754,479 | $116,763,170 | +965% | 0.01% |
| 5. | Gotham Asset Management Joel Greenblatt | 447,954 | $69,325,361 | -28% | 0.16% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $90.28 | 1,400 | $126,392.00 | 9,072 | 2025-03-28 | Filing | |
| $89.43 | 1,324 | $118,405.32 | 7,672 | 2025-03-28 | Filing | |
| $91.00 | 2,800 | $254,800.00 | 6,348 | 2025-03-27 | Filing | |
| $72.04 | 5,000 | $360,216.50 | 95,875 | 2022-06-03 | Filing | |
| $61.79 | 8,100 | $500,469.84 | 47,563 | 2021-03-05 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.82 | 1,000 | $193,820.00 | 30,297 | 2026-08-10 | Filing | |
| $170.92 | 1,000 | $170,920.00 | 31,297 | 2026-07-10 | Filing | |
| $155.94 | 13,294 | $2,073,066.36 | 46,806 | 2026-06-23 | Filing | |
| $155.29 | 15,593 | $2,421,436.97 | 60,100 | 2026-06-23 | Filing | |
| $154.01 | 14,947 | $2,301,987.47 | 75,693 | 2026-06-23 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,901,321 | $2,925,168,324 | 0.04% | |
| 2. | 12,885,538 | $1,994,165,861 | 0.04% | |
| 3. | 12,276,980 | $1,899,985,425 | 0.09% | |
| 4. | 9,921,533 | $1,535,456,447 | 0.05% | |
| 5. | 9,016,690 | $1,395,422,945 | 0.83% |
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NetApp, Inc. (NASDAQ:NTAP) Q3 2026 Earnings Call Transcript
Operator: Good day, and welcome to the NetApp Third Quarter of Fiscal Year 2026 Earnings Call. [Operator Instructions] Please note, this event is being recorded.
NetApp, Inc. (NTAP): A Bull Case Theory
We came across a bullish thesis on NetApp, Inc. on CompoundingLab’s Substack.
NetApp, Inc. (NTAP) Target Lowered to $110 Amid Hardware Valuation Shift
On February 17, Citi analyst Asiya Merchant reduced the price target on NetApp, Inc.
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