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Lyrical Asset Management’s NetApp NTAP Stock Holding History

Lyrical Asset Management’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 		$382M Sell
2,465,831
-61,525
-2% -$8.04M 4.84% 5
2026
Q1 		$259M Sell
2,527,356
-75,410
-3% -$7.65M 3.95% 10
2025
Q4 		$279M Sell
2,602,766
-162,361
-6% -$18.5M 3.65% 11
2025
Q3 		$328M Buy
+2,765,127
New +$309M 4.62% 9

Other funds holding NTAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lyrical Asset Management's NTAP Position: Q2 2026 in Review

Lyrical Asset Management reduced its NetApp (NTAP) stake by 2.4% in Q2 2026, selling an estimated $8.04M and leaving 2,465,831 shares worth $382M. The position accounts for 4.84% of the portfolio, ranked #5.

Lyrical Asset Management first reported a position in NTAP in Q3 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold NTAP as of Q2 2026.

  • Lyrical Asset Management held 2,465,831 shares of NetApp worth $382M as of Q2 2026.
  • Lyrical Asset Management sold 61,525 NetApp shares in Q2 2026, an estimated $8.04M.
  • NetApp made up 4.84% of Lyrical Asset Management's portfolio in Q2 2026, its #5 holding.
  • Lyrical Asset Management first reported a position in NetApp in Q3 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held NetApp as of Q2 2026.

Based on Lyrical Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.