John Overdeck’s NetApp NTAP Stock Holding History

John Overdeck’s Portfolio NTAP Stock Details NTAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Buy	+1,500	New	+$196K	﹤0.01%	4689
2021 Q1	–	Sell	-8,000	Closed	-$530K	–	4121
2020 Q4	$530K	Sell	8,000 -100	-1%	-$5.28K	﹤0.01%	2478
2020 Q3	$355K	Buy	+8,100	New	+$353K	﹤0.01%	2478
2020 Q2	–	Sell	-30,500	Closed	-$1.27M	–	3338
2020 Q1	$1.27M	Buy	30,500 +17,800	+140%	+$920K	0.01%	1245
2019 Q4	$791K	Sell	12,700 -17,400	-58%	-$1.01M	﹤0.01%	2409
2019 Q3	$1.58M	Buy	30,100 +14,800	+97%	+$794K	0.01%	1612
2019 Q2	$944K	Buy	15,300 +11,100	+264%	+$749K	﹤0.01%	1972
2019 Q1	$291K	Buy	+4,200	New	+$271K	﹤0.01%	2617
2018 Q1	–	Sell	-4,700	Closed	-$260K	–	3397
2017 Q4	$260K	Buy	+4,700	New	+$236K	﹤0.01%	2798
2017 Q3	–	Sell	-25,000	Closed	-$1M	–	3059
2017 Q2	$1M	Buy	+25,000	New	+$996K	﹤0.01%	1890
2017 Q1	–	Sell	-22,700	Closed	-$801K	–	3182
2016 Q4	$801K	Buy	22,700 +14,700	+184%	+$514K	﹤0.01%	2164
2016 Q3	$287K	Buy	+8,000	New	+$244K	﹤0.01%	2776
2015 Q3	–	Sell	-7,000	Closed	-$221K	–	2558
2015 Q2	$221K	Buy	+7,000	New	+$243K	﹤0.01%	2579

Other funds holding NTAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

John Overdeck's NTAP Position: Q2 2026 in Review

John Overdeck increased its NetApp (NTAP) stake by 83% in Q2 2026, buying an estimated $67.7M and bringing the position to 1,143,442 shares worth $177M. The position accounts for 0.13% of the portfolio, ranked #171.

John Overdeck first reported a position in NTAP in Q2 2013 and has held it in 43 quarters since. 954 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

John Overdeck held 1,143,442 shares of NetApp worth $177M as of Q2 2026.
John Overdeck bought 517,784 NetApp shares in Q2 2026, an estimated $67.7M.
NetApp made up 0.13% of John Overdeck's portfolio in Q2 2026, its #171 holding.
John Overdeck first reported a position in NetApp in Q2 2013 and has held it in 43 quarters since.
954 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.