NetApp, Inc. (NTAP)
SEC filings, insider trading & institutional ownership from EDGAR.
NetApp, Inc., headquartered in San Jose, California, and founded in 1992, is a data infrastructure company that has evolved from a storage hardware provider into a software-driven, cloud-centric business. It describes itself as a global leader in Intelligent Data Infrastructure. Its products help organizations manage, protect and use data across on-premises, hybrid, multi-cloud and edge environments, with a growing emphasis on preparing data for artificial intelligence workloads. Its strategy centers on modernizing data infrastructure, enabling resilient and secure operations, optimizing cloud strategies and accelerating AI adoption.
The company operates in two segments, Hybrid Cloud and Public Cloud. Hybrid Cloud provides a unified storage portfolio of software, hardware, related support, and professional and other services. Its foundation is ONTAP data management software, which includes ONTAP One, Snapshot, SnapCenter, SnapMirror, SnapLock and Autonomous Ransomware Protection, along with the NetApp AI Data Engine. The storage infrastructure lineup includes AFF A-Series and C-Series all-flash systems, ASA block-optimized all-flash arrays, AFX disaggregated storage for AI, FAS hybrid-flash systems, E/EF-Series arrays built on SANtricity, and StorageGRID object storage. Public Cloud offers products delivered primarily as-a-service. These include Azure NetApp Files, Amazon FSx for NetApp ONTAP, Google Cloud NetApp Volumes and Cloud Volumes ONTAP. They are managed through the NetApp Console, which offers data services such as Copy and Sync, Backup and Recovery, Classification and Ransomware Resilience. Operational services include Data Infrastructure Insights and Instaclustr, which provides managed open-source databases and pipelines. Professional and support services include Keystone, a subscription-based Storage-as-a-Service offering.
NetApp serves thousands of enterprises worldwide, from smaller channel commercial customers to large global enterprises. Their workloads include virtualized and containerized environments, databases, analytics, high-performance computing and AI. The company says it is the only enterprise data infrastructure provider natively integrated with all three major hyperscalers: AWS, Microsoft Azure and Google Cloud.
NetApp sells through a broad network of channel partners and certified services partners. It also collaborates with technology partners such as NVIDIA, Cisco and Microsoft, including validated AI reference architectures. It cites deep cloud integration, ONTAP data management leadership, built-in security and resilience, and ecosystem partnerships as its main competitive differentiators, and it invests in research and development to extend its portfolio. The text provided does not describe its suppliers, manufacturing or named competitors.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $4.9B |
| Operating income | $1.67B |
| Diluted EPS | $6.35 |
| Gross margin | 70.7% |
| Net margin | 18.4% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 4O'Callahan Elizabeth M | Oct 20, 2026 | 0001193125-26-425298EDGAR |
| 4Nair Syam | Oct 20, 2026 | 0001193125-26-425296EDGAR |
| 4JABRE WISSAM G | Oct 20, 2026 | 0001193125-26-425294EDGAR |
| 4Kurian George | Oct 20, 2026 | 0001193125-26-425291EDGAR |
| 4De Lorenzo Daniel | Oct 20, 2026 | 0001193125-26-425290EDGAR |
| 4CERNUDA CESAR | Oct 20, 2026 | 0001193125-26-425292EDGAR |
| 4O'Callahan Elizabeth M | Oct 14, 2026 | 0001193125-26-421729EDGAR |
| 4Palin Carrie | Oct 7, 2026 | 0001193125-26-415633EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| De Lorenzo Daniel | Oct 15, 2026 | Tax withholding |
| De Lorenzo Daniel | Oct 15, 2026 | Option exercise |
| Kurian George | Oct 15, 2026 | Tax withholding |
| Kurian George | Oct 15, 2026 | Option exercise |
| JABRE WISSAM G | Oct 15, 2026 | Tax withholding |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 9.6% | Aug 7, 2026 | $2.93B |
| Vanguard Capital Management | 6.6% | Aug 13, 2026 | $1.99B |
| Vanguard Portfolio Management | 6.3% | Aug 13, 2026 | $1.9B |
| STATE STREET CORPORATION | 5.1% | Sep 22, 2026 | $1.54B |
| PRIMECAP MANAGEMENT CO/CA/ | 4.6% | Aug 14, 2026 | $1.4B |
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Companies related to NTAP
Peers identified from NTAP's own SEC filings.
Data as of Nov 8, 2026Source: SEC EDGAR.