What smart money is saying about NetApp
1 fund in our archive has pitched NetApp — most recently Malborough US Focus Fund in September 2026.
NetApp, Inc. is a technology company focused on providing cloud-centric and data-driven services that enable businesses worldwide to efficiently manage and share their information across on-premises infrastructure, private cloud setups, and public cloud platforms. The company's operations are divided into two key segments: Hybrid Cloud and Public Cloud. NetApp offers an extensive suite of intelligent data management software, including its foundational NetApp ONTAP, NetApp Snapshot for data protection, NetApp SnapCenter for backup management, NetApp SnapMirror for data replication, NetApp SnapLock for data compliance, NetApp ElementOS software, and NetApp SANtricity software. Its storage infrastructure solutions comprise the NetApp All-Flash FAS series, NetApp Fabric Attached Storage, NetApp FlexPod integrated systems, NetApp E/EF series, NetApp StorageGRID object storage, and NetApp SolidFire solutions. For cloud environments, NetApp delivers a wide array of cloud storage and data services such as NetApp Cloud Volumes ONTAP, Azure NetApp Files, Amazon FSx for NetApp ONTAP, and NetApp Cloud Volumes Service for Google Cloud. These are augmented by services like NetApp Cloud Sync, NetApp Cloud Tiering, NetApp Cloud Backup, NetApp Cloud Data Sense for analytics, and NetApp Cloud Volumes Edge Cache. The company also provides cloud operations services, which include NetApp Cloud Insights, the Spot Ocean Kubernetes Suite, Spot Security, Spot Eco for cost optimization, and Spot CloudCheckr. Moreover, NetApp offers application-aware data management solutions under its NetApp Astra brand. Its service portfolio is rounded out by comprehensive professional and support services, encompassing strategic consulting, managed services, and dedicated support, in addition to assessment, design, implementation, and migration services. NetApp serves a broad spectrum of industries globally, including energy, financial services, government, technology, internet, life sciences, healthcare, manufacturing, media, entertainment, animation, video post-production, and telecommunications. The company reaches its clientele through a direct sales force and a robust network of partners. NetApp, Inc. was founded in 1992 and is headquartered in San Jose, California.
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Position history
Between Q2 2025 and Q3 2026, 6 fund letters reported a position in NetApp — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 2 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 6 positions · 3 moves
- New positionMalborough US Focus FundSeptember 2026
“We made several changes to the portfolio in August, including adding a new position in the information technology sector. This was NetApp, one of the largest data storage companies in the world, with a focus on offering hybrid, all-flash cloud storage solutions.”
NetApp - HoldsACATIS InvestmentJune 2026
“The three companies with the highest percentage price gains were NetApp (+58.2%), Umicore (+47.1%) and Infineon (+42.0%). The three stocks with the highest percentage share price losses in the same month were BellRing Brands (-52.8%), Chiyoda (-26.3%) and Alibaba Health Information Technology (-16.5%). Netapp, a provider of data storage and hybrid cloud solutions, initially benefited from takeover speculation and then rose sharply following strong quarterly figures with a significantly raised outlook for the year.”
NetApp - June 2026
“In May 2026, the fund achieved a return of 3.3%, almost in line with the bench- mark (3.4%). The three companies with the highest percentage price gains were NetApp (+58.2%), Umicore (+47.1%) and Infineon (+42.0%). The three stocks with the highest percentage share price losses in the same month were BellRing Brands (-52.8%), Chiyoda (-26.3%) and Alibaba Health Information Technology (-16.5%). Netapp, a provider of data storage and hybrid cloud solutions, initially benefited from takeover speculation and then rose sharply following strong quarterly figures with a significantly raised outlook for the year.”
NetApp - March 2026
“We added to the portfolio’s existing positions in NetApp, Union Pacific, Amdocs, Qualcomm and Elevance.”
NetApp - March 2026
“We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.”
NetApp - HoldsBA Beutel Goodman US Value FundJune 2025
“Contributors on an absolute-return basis included NetApp Inc., American Express Co. and Westinghouse Air Brake Technologies Corp. (Wabtec).”
NetApp
Fund coverage · 1 thesis
- Malborough US Focus FundSeptember 2026
NetApp is a large data storage company positioned to benefit from enterprise AI adoption and deep hyperscaler integration.
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