What smart money is saying about Natera, Inc.
4 funds in our archive have pitched Natera, Inc., most recently Alger Dynamic Opportunities Fund in September 2026.
Natera, Inc. is a diagnostics company focused on developing and commercializing a wide array of molecular testing services globally. Its portfolio includes several key offerings: Panorama, a non-invasive prenatal test (NIPT) that screens for chromosomal abnormalities in a fetus using a blood sample from the mother, and also determines zygosity in twin pregnancies. Vistara, designed to identify single-gene disorders by screening for specific single-gene mutations. Horizon, a comprehensive carrier screening test to determine an individual's carrier status for various genetic diseases. Spectrum, utilized during in vitro fertilization (IVF) cycles to detect chromosomal anomalies or inherited genetic conditions. Anora, a miscarriage analysis product that examines fetal chromosomes to help understand the cause of pregnancy loss. Non-invasive paternity testing, which establishes paternity during gestation using blood samples from both the pregnant mother and the alleged father. Beyond reproductive health, Natera also provides specialized tests: Signatera, a sophisticated circulating tumor DNA (ctDNA) technology capable of screening for a generic set of mutations, independent of the individual's specific tumor characteristics. Prospera, a test used to assess and monitor organ transplant rejection. Additionally, the company offers Constellation, a cloud-based software platform that provides laboratory clients with access to Natera's proprietary algorithms and bioinformatics, enabling them to validate and launch their own tests. Natera distributes its products through a direct sales team and an extensive network of approximately 100 laboratory and distribution partners. The company has strategic partnerships, including one with BGI Genomics Co., Ltd. for the development, manufacturing, and commercialization of NGS-based genetic testing assays, and another with Foundation Medicine, Inc. to develop and commercialize personalized circulating tumor DNA monitoring assays. Founded in 2003, Natera, Inc. is headquartered in Austin, Texas. It was formerly known as Gene Security Network, Inc. before changing its name in 2012.
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Position history
Between Q4 2024 and Q3 2026, 10 fund letters reported a position in Natera, Inc., with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 8 | 0 | 1 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 1 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 10 positions · 2 moves
- September 2026
“Health care was the largest contributor to relative performance, with strength spanning across industry sectors. Natera, a leader in cell-free DNA testing, surged on a substantial beat-and-raise quarter led by record volumes for its cancer recurrence monitoring test, along with new regulatory directives that expand the test’s use.”
Natera, Inc. - September 2026
“Natera, a leader in molecular residual disease (MRD) testing for cancer recurrence, also contributed positively after reporting an increase in quarterly MRD test additions and raising its full-year guidance.”
Natera, Inc. - September 2026
“The LCG strategy outperformed the primary benchmark Russell 1000 Growth in the quarter driven by security selection. Microsoft (MSFT) was the largest contributor to relative returns, followed by Apple (AAPL) and cancer diagnostics company Natera (NTRA).”
Natera, Inc. - September 2026
“• Natera is a diagnostic-testing company with leading positions in women’s health, cancer care, and organ transplantation. Its key growth product, Signatera, is a personalized blood test that can detect traces of cancer remaining after treatment and help physicians monitor for recurrence. We believe Signatera’s extensive clinical evidence, growing insurance coverage, and inclusion in treatment guidelines support its continued adoption across multiple cancer types. Shares contributed positively during the quarter after Natera reported stronger-than-expected results and raised its full-year outlook, driven by record growth in Signatera testing.”
Natera, Inc. - September 2026
“• Natera is a diagnostic-testing company with leading positions in women’s health, cancer care, and organ transplantation. Its key growth product, Signatera, is a personalized blood test that can detect traces of cancer remaining after treatment and help physicians monitor for recurrence. We believe Signatera’s extensive clinical evidence, growing insurance coverage, and inclusion in treatment guidelines support its continued adoption across multiple cancer types. Shares contributed positively during the quarter after Natera reported stronger-than-expected results and raised its full-year outlook, driven by record growth in Signatera testing.”
Natera, Inc. - September 2026
Listed in Alger Weatherbie Specialized Growth Fund’s reported holdings.
Natera, Inc. - September 2026
“JAG’s SMG strategy outperformed in the quarter, driven by positive security selection. Cancer diagnostics company Natera (NTRA) was the largest contributor to relative returns, followed by cybersecurity company Rubrik (RBRK) and precision oncology provider Guardant Health (GH).”
Natera, Inc. - TrimmedBaron SMID Cap ETFSeptember 2026
“Natera, Inc. is a diagnostics company that provides tests in oncology, women's health/non-invasive pre-natal testing and organ health. We view the company as a leader in many of its testing areas, including oncology, where its Signatera personalized blood test for cancer recurrence assessment, monitoring and treatment response is growing rapidly. We sold the investment as we viewed valuation to be extreme on even a long-term basis but would revisit it at more appropriate valuation levels.”
Natera, Inc. - June 2025
“If Sector % of Portfolio Holding % of Portfolio Technology 29.26% AppLovin Corp. Class A 4.31% Financial Services 15.98% Palantir Technologies Inc. Class A 3.99% Consumer Discretionary 15.65% Natera, Inc. 2.78%”
Natera, Inc. - New positionParnassus Mid Cap Growth FundMarch 2025
“Bought Natera, Inc. NTRA Health Care Natera is an innovative market leader in the growing and under- penetrated liquid biopsy market, with the potential for meaningful profitability at scale.”
Natera, Inc.
Fund coverage · 4 theses
- Alger Dynamic Opportunities FundSeptember 2026
Natera is a diagnostic-testing company whose Signatera blood test is gaining adoption thanks to clinical evidence, reimbursement, guidelines, and international expansion.
Read the full thesis - Baron Health Care FundMarch 2026
Natera is a leading MRD diagnostics company with expanding clinical evidence, international growth, and a large market opportunity.
Read the full thesis - Clearbridge Growth StrategySeptember 2025
Natera is a molecular diagnostics company with growth potential in cell-free DNA testing, particularly in oncology and women's health, supported by a profitable core business.
Read the full thesis - Baron Health Care FundDecember 2024
Natera, Inc. is a diagnostics company focused on women’s health and oncology, offering a promising blood-based DNA test called Signatera that detects residual cancer DNA to inform treatment decisions and monitor recurrence, showing strong growth potential in a $20 billion market.
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