ING GROEP NV has opened a new $37.7M position in $NTAP, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NTAP.
$NTAP Hedge Fund Activity
We have seen 403 institutional investors add shares of $NTAP stock to their portfolio, and 434 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,257,797 shares (+86.3%) to their portfolio in Q3 2025, for an estimated $385,918,632
- LYRICAL ASSET MANAGEMENT LP added 2,765,127 shares (+inf%) to their portfolio in Q3 2025, for an estimated $327,556,944
- PACER ADVISORS, INC. removed 1,783,103 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $190,952,500
- JPMORGAN CHASE & CO added 1,781,340 shares (+78.9%) to their portfolio in Q3 2025, for an estimated $211,017,536
- NORGES BANK added 1,639,207 shares (+62.1%) to their portfolio in Q4 2025, for an estimated $175,542,677
- PRIMECAP MANAGEMENT CO/CA/ removed 1,536,790 shares (-13.8%) from their portfolio in Q3 2025, for an estimated $182,048,143
- SQUAREPOINT OPS LLC removed 989,204 shares (-95.5%) from their portfolio in Q3 2025, for an estimated $117,181,105
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NTAP Insider Trading Activity
$NTAP insiders have traded $NTAP stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $NTAP stock by insiders over the last 6 months:
- GEORGE KURIAN (CEO) has made 0 purchases and 2 sales selling 17,250 shares for an estimated $2,000,687.
- ELIZABETH M O'CALLAHAN (EVP, Chief Admin. Officer) has made 0 purchases and 5 sales selling 5,000 shares for an estimated $579,820.
- LORENZO DANIEL DE (VP, Controller & CAO) has made 0 purchases and 3 sales selling 1,139 shares for an estimated $133,714.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NTAP Analyst Ratings
Wall Street analysts have issued reports on $NTAP in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 01/20/2026
- Northland Capital Markets issued a "Outperform" rating on 11/26/2025
- Argus Research issued a "Buy" rating on 08/29/2025
- Barclays issued a "Overweight" rating on 08/28/2025
To track analyst ratings and price targets for $NTAP, check out Quiver Quantitative's $NTAP forecast page.
$NTAP Price Targets
Multiple analysts have issued price targets for $NTAP recently. We have seen 8 analysts offer price targets for $NTAP in the last 6 months, with a median target of $127.0.
Here are some recent targets:
- Erik Woodring from Morgan Stanley set a target price of $89.0 on 01/20/2026
- Wamsi Mohan from B of A Securities set a target price of $129.0 on 11/26/2025
- Nehal Chokshi from Northland Capital Markets set a target price of $137.0 on 11/26/2025
- Tim Long from Barclays set a target price of $134.0 on 11/26/2025
- Aaron Rakers from Wells Fargo set a target price of $115.0 on 11/26/2025
- David Vogt from UBS set a target price of $120.0 on 11/26/2025
- Asiya Merchant from Citigroup set a target price of $125.0 on 11/12/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NTAP ticker page for more data.
