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What smart money is saying about Nedap N.V.Netherlands flag

NEDAP.AS · Technology · Information Technology Services · Market cap $731M

1 fund in our archive has pitched Nedap N.V., most recently Teslin Participaties in September 2026.

Company profile

Nedap N.V., together with its subsidiaries, develops and manufactures electronic equipment and software in the Netherlands, Germany, rest of Europe, North America, and internationally. It offers software services, which support healthcare institutions in planning, registering, and administering care processes. Its healthcare software services include Nedap MediKIT, a cloud-based HIS designed to grow with general practitioners and their practices; Luna, an electronic day calendar that helps people with cognitive disabilities manage activities of daily life; and Nedap Ons, a comprehensive EHR solution that supports the full care process. The company also provides sensor-based cow monitoring and management solutions comprising Nedap Cow Monitoring Platform, which establishes an integrated, modular platform that connects sensors, insights, and automation tools to create solutions; and SmartSight, an AI-driven solution that uses computer vision to deliver actionable insights on cow health. In addition, it offers retail solutions that consist of Nedap iD Cloud, which utilizes RFID technology to streamline operations; and Nedap Sense that provides loss prevention and point-of-sale solutions. Further, the company provides security solutions comprising Nedap Access, which offers secure management of identities, credentials, and access rights; Nedap Pace, a physical identity and access management system; and Nedap Readers, which provides vehicle and perimeter access with long-range identification. Additionally, it offers UV lamp driver technologies for use in industrial curing and disinfection. The company serves healthcare, livestock, retail, and security markets. Nedap N.V. was founded in 1929 and is headquartered in Groenlo, the Netherlands.

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3
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Every position in Nedap N.V. on record in the archive was reported in Q3 2026, across 3 fund letters, with no move described.

Fund letters reporting a position in Nedap N.V., by quarter
QuarterLettersBoughtSoldTheses
Q3 20263001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions

  • HoldsTeslin Participaties
    September 2026
    “Nedap achieved results in the first half of 2026 that were slightly above our expectations.”
    Nedap N.V.
  • Listed in Liontrust GF European Smaller Companies Fund’s reported holdings.

    Nedap N.V.
  • HoldsAdd Value Fund
    August 2026
    “1) In August, 8 of the 12 participations realized a positive price performance and on a 12-month basis, 10 of the 12 participations recorded a positive price performance; 2) Last month, TKH Group performed best in the portfolio. The company presented better results than expected and raised the outlook for the Electrification division; 3) Last month, Nedap performed worst in the portfolio.”
    Nedap N.V.

Fund coverage · 1 thesis

  • Teslin Participaties
    September 2026

    Nedap grew revenue 13% and operating profit 33% in H1 2026, and its dominant software positions in elderly and disabled care, with market share above 50%, support a long-term strategy of building sustainable competitive advantage.

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