NTAP at a glance
NetApp (NTAP, SEC CIK 1002047) filed its latest 10-K annual report on June 5, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 24, 2026 (FY2026), NetApp (NTAP) reported revenue of $6.9 billion (up 5.4% from FY2025) and net income of $1.3 billion. Diluted EPS was $6.35.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding NetApp (NTAP) shares worth $13.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Palin Carrie on October 2, 2026 of 5,000 shares at $216.43 per share.
- In the last 90 days, NTAP insiders reported 0 open-market purchases ($0) and 30 open-market sales ($44.5M) on Form 4, a net sale of $44.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $6.9B
- +5.4% vs prior year
- Insiders · 90 days
- 0 buys · 30 sells
- Net −$44.5M
- 13F holders
- 41 funds
- $13.3B · +4 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Risk Factors
- Liquidity concentration: $2.5B of $3.6B cash, equivalents, and investments held by foreign subsidiaries
- Near-term debt maturity: $550M of 2.375% Senior Notes due June 2027
- Investment portfolio exposure: Credit and capital-market trends could reduce short-term investment values
- Funding flexibility: Potential future issuance of unspecified debt, equity, or other securities under SEC shelf registration
- Liquidity decline: Cash and equivalents fell to $1.573B from $2.070B since April 24, 2026
AI summary of the NTAP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees elected, with T. Michael Nevens receiving the strongest opposition at 19,131,679 votes against
- Executive compensation approved advisory basis, with 148,675,123 votes for and 11,410,995 against
Item 2.02: Results of Operations and Financial Condition
- Q1 FY2026 results covered quarter ended July 31, 2026
- Press release furnished as Exhibit 99.1 contains financial results and investor-relevant metrics
Item EX-99.1: Item EX-99.1
- Q1 FY27 revenue $2.025B, up 30% YoY, with all-flash revenue $1.3B, up 47%, signaling strong AI infrastructure demand
- GAAP EPS $1.88 and non-GAAP EPS $2.58, while billings rose 36% to $2.057B, supporting improved forward visibility
Item 2.02: Results of Operations and Financial Condition
- Q4 and fiscal-year results for period ended April 24, 2026, furnished in Exhibit 99.1
- Non-GAAP metrics included with GAAP reconciliations, relevant for evaluating underlying operating performance
Item 8.01: Other Events
- Board authorized an additional $1.0 billion common-stock repurchase program on May 21, 2026
- No expiration date, allowing management flexibility over repurchase timing
AI summaries of NTAP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NTAP
Don't miss the next NTAP filing
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- Fund moves. Which tracked funds opened, added or cut NTAP, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Palin Carrie | Sell | Oct 2, 2026 | 5,000 | $216.43 |
| Kurian George | Sell | Oct 1, 2026 | 1,002 | $211.67 |
| Kurian George | Sell | Oct 1, 2026 | 3,689 | $209.01 |
| HELD GERALD | Sell | Oct 1, 2026 | 5,757 | $212.00 |
| Kurian George | Sell | Oct 1, 2026 | 3,612 | $210.20 |
| Kurian George | Sell | Oct 1, 2026 | 1,697 | $210.98 |
| Kurian George | Sell | Sep 29, 2026 | 50,000 | $209.95 |
| Kurian George | Sell | Sep 24, 2026 | 37,000 | $199.95 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.6B | $6.9B |
| Gross Profit | - | $4.6B | $4.9B |
| Operating Income | - | $1.3B | $1.7B |
| Net Income | - | $1.2B | $1.3B |
| Gross Margin | - | 70.2% | 70.7% |
| Op. Margin | - | 20.3% | 24.2% |
| Net Margin | - | 18.0% | 18.4% |
| Balance Sheet | |||
| Total Assets | $9.9B | $10.8B | $10.7B |
| Equity | - | $1.0B | $1.4B |
| ROE | - | 114.0% | 94.4% |
| Per Share | |||
| EPS | - | $5.67 | $6.35 |
| Cash Flow | |||
| Operating CF | - | $1.5B | $2.1B |
| CapEx | $155.0M | $168.0M | $198.0M |
Source: XBRL data in NetApp (NTAP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NTAP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $13.28B |
| Q1 2026 | 37 | $9.32B |
| Q4 2025 | 39 | $9.87B |
| Q3 2025 | 39 | $11.55B |
| Q2 2025 | 37 | $9.82B |
| Q1 2025 | 36 | $5.88B |
| Q4 2024 | 32 | $6.73B |
| Q3 2024 | 28 | $3.70B |
- Citadel Advisors LLC+683.6K (+964%)
- Two Sigma Investments+517.8K (+83%)
- Vanguard Capital Management LLC+397.6K (+3%)
- T. Rowe Price Group+296.0K (+96%)
- D.E. Shaw & Co+192.5K (+164%)
- Citigroup−1.77M (-47%)
- Ameriprise Financial−1.32M (-22%)
- BlackRock−1.01M (-5%)
- Invesco Ltd−802.4K (-21%)
- FMR LLC (Fidelity)−525.3K (-41%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 289 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NTAP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 10-Q | Sep 2, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
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NTAP SEC filings: frequently asked questions
Are NTAP insiders buying or selling?
In the last 90 days, NetApp (NTAP) officers, directors and 10% owners reported no open-market purchases and 30 open-market sales worth $44.5 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NTAP stock?
As of June 30, 2026, the largest NetApp (NTAP) holders among the 13F filers tracked by SignalX were BlackRock ($2.9 billion), Vanguard Capital Management LLC ($2.0 billion), Vanguard Portfolio Management LLC ($1.9 billion), State Street Corp ($1.5 billion), Ameriprise Financial ($723.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NTAP's revenue in fiscal year 2026?
For the fiscal year ended April 24, 2026 (FY2026), NetApp (NTAP) reported revenue of $6.9 billion (up 5.4% from FY2025) and net income of $1.3 billion. Diluted EPS was $6.35. The figures come from the XBRL data in the 10-K.
What did NTAP report in its latest 8-K?
NetApp (NTAP) filed an 8-K on September 11, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). All 10 director nominees elected, with T. Michael Nevens receiving the strongest opposition at 19,131,679 votes against.
What are the latest NTAP SEC filings?
NetApp (NTAP) filed its latest 10-K annual report on June 5, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on October 6, 2026.
What is NTAP's SEC CIK number?
NetApp (NTAP)'s SEC Central Index Key (CIK) is 1002047. EDGAR lists every NTAP filing under that number.
Ask anything about NTAP
The research agent reads NTAP's filings, financials, insider trades and 13F holders, then answers with sources.