NTAP
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 16.8 | P/B | 17.30 |
| EPS (TTM) | 5.98 | Dividend | 2.03% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 19.9M | 0.0% | −2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.7M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.5M | n/a | n/a |
| State Street | 10.0M | 0.0% | −2% |
| PRIMECAP MANAGEMENT CO/CA/ | 9.1M | 0.7% | −0% |
| Geode Capital Management | 6.4M | 0.0% | +2% |
Top institutional owners for NTAP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| OCT 01 | Kurian George | SELL | 50K | −$10M |
| SEP 28 | Kurian George | SELL | 37K | −$7M |
| SEP 23 | Kurian George | SELL | 13K | −$3M |
| SEP 23 | Ahuja Deepak | SELL | 3K | −$690K |
| SEP 16 | Kurian George | SELL | 1K | −$289K |
| SEP 16 | Ahuja Deepak | SELL | 4K | −$684K |
0 insider buys, 16 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention NTAP yet.