What smart money is saying about NetApp
NTAP
No fund has written a full thesis on NetApp in our archive, but 4 fund letters report a position in it — most recently ACATIS Investment in June 2026.
4
Reported positions
2
Bought
0
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in NetApp — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 2 | 2 | 0 | 0 |
Fund activity · 4 positions · 2 moves
- HoldsACATIS InvestmentJune 2026
“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.”
Read the letterNetApp - HoldsACATIS Investment ReportJune 2026
“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.”
Read the letterNetApp - AddedBA Beutel Goodman U.S. Value FundMarch 2026
“We added to the portfolio’s existing positions in NetApp, Union Pacific, Amdocs, Qualcomm and Elevance.”
Read the letterNetApp - AddedBA Beutel Goodman World Value FundMarch 2026
“We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.”
Read the letterNetApp
Read the letters behind these NetApp positions
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