Cliff Asness's NTAP Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.71 M shares of NetApp, Inc. (NTAP) worth $182.64 M, representing 0.10% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in NTAP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 1.5 M shares. Largest reduction occurred in Q3 2015, reducing 1.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's NetApp (NTAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetApp (NTAP) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -143,776 | Reduce 7.77% | 1.71 M | $107.09 |
| Q3 2025 | +771,835 | Add 71.64% | 1.85 M | $118.46 |
| Q2 2025 | +381,349 | Add 54.79% | 1.08 M | $106.02 |
| Q1 2025 | -164,316 | Reduce 19.10% | 696,034 | $86.69 |
| Q4 2024 | -715,719 | Reduce 45.41% | 860,350 | $116.08 |
| Q3 2024 | -67,077 | Reduce 4.08% | 1.58 M | $122.11 |
| Q2 2024 | +613,583 | Add 59.60% | 1.64 M | $128.80 |
| Q1 2024 | +1,740 | Add 0.17% | 1.03 M | $104.97 |
| Q4 2023 | +215,235 | Add 26.49% | 1.03 M | $88.16 |
| Q3 2023 | +58,131 | Add 7.71% | 812,588 | $75.88 |
| Q2 2023 | -286,389 | Reduce 27.52% | 754,457 | $76.40 |
| Q1 2023 | +775,136 | Add 291.72% | 1.04 M | $62.86 |
| Q4 2022 | +131,524 | Add 98.02% | 265,710 | $59.69 |
| Q3 2022 | -195,755 | Reduce 59.33% | 134,186 | $61.85 |
| Q2 2022 | +54,310 | Add 19.70% | 329,941 | $64.75 |
| Q1 2022 | -37,855 | Reduce 12.08% | 275,631 | $83.00 |
| Q4 2021 | +110,193 | Add 54.20% | 313,486 | $91.99 |
| Q3 2021 | +179,211 | Add 744.17% | 203,293 | $89.76 |
| Q2 2021 | -198,627 | Reduce 89.19% | 24,082 | $81.80 |
| Q1 2021 | +147,498 | Add 196.11% | 222,709 | $72.67 |
| Q4 2020 | -88,623 | Reduce 54.09% | 75,211 | $65.10 |
| Q3 2020 | -119,250 | Reduce 42.13% | 163,834 | $43.84 |
| Q2 2020 | +150,451 | Add 113.43% | 283,084 | $44.37 |
| Q1 2020 | +55,252 | Add 71.40% | 132,633 | $41.69 |
| Q4 2019 | -57,986 | Reduce 42.84% | 77,381 | $62.02 |
| Q3 2019 | +21,260 | Add 18.63% | 135,367 | $52.51 |
| Q2 2019 | -1.47 M | Reduce 92.80% | 114,107 | $61.70 |
| Q1 2019 | +396,820 | Add 33.37% | 1.59 M | $69.34 |
| Q4 2018 | -474,277 | Reduce 28.51% | 1.19 M | $59.67 |
| Q3 2018 | +1.09 M | Add 189.32% | 1.66 M | $85.89 |
| Q2 2018 | +308,132 | Add 115.50% | 574,918 | $78.53 |
| Q1 2018 | +138,818 | Add 108.48% | 266,786 | $61.69 |
| Q4 2017 | -120,662 | Reduce 48.53% | 127,968 | $55.32 |
| Q3 2017 | -607,846 | Reduce 70.97% | 248,630 | $43.76 |
| Q2 2017 | -127,544 | Reduce 12.96% | 856,476 | $40.05 |
| Q1 2017 | -901,964 | Reduce 47.82% | 984,020 | $41.85 |
| Q4 2016 | +1.35 M | Add 254.19% | 1.89 M | $35.27 |
| Q3 2016 | -19,609 | Reduce 3.55% | 532,485 | $35.82 |
| Q2 2016 | -337,359 | Reduce 37.93% | 552,094 | $24.59 |
| Q1 2016 | -330,001 | Reduce 27.06% | 889,453 | $27.29 |
| Q4 2015 | -271,132 | Reduce 18.19% | 1.22 M | $26.53 |
| Q3 2015 | -1.7 M | Reduce 53.32% | 1.49 M | $29.60 |
| Q2 2015 | +654,270 | Add 25.77% | 3.19 M | $31.56 |
| Q1 2015 | -34,111 | Reduce 1.33% | 2.54 M | $35.46 |
| Q4 2014 | +243,862 | Add 10.47% | 2.57 M | $41.45 |
| Q3 2014 | +410,130 | Add 21.37% | 2.33 M | $42.96 |
| Q2 2014 | +1.5 M | Add 353.61% | 1.92 M | $36.52 |
| Q1 2014 | +227,276 | Add 116.10% | 423,042 | $36.90 |
| Q4 2013 | +143,829 | Add 276.93% | 195,766 | $41.14 |
| Q3 2013 | -223,406 | Reduce 81.14% | 51,937 | $42.63 |
| Q2 2013 | +275,343 | Add 0.00% | 275,343 | $37.78 |
| Q4 2012 | +303,661 | Add 0.00% | 303,661 | $33.55 |
Cliff Asness's NetApp Investment FAQs
Cliff Asness first purchased NetApp, Inc. (NTAP) in Q4 2012, acquiring 303,661 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held NetApp, Inc. (NTAP) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to NetApp, Inc. (NTAP) was in Q2 2014, adding 1,918,949 shares worth $70.08 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,705,442 shares of NetApp, Inc. (NTAP), valued at approximately $182.64 M.
As of the Q4 2025 filing, NetApp, Inc. (NTAP) represents approximately 0.10% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in NetApp, Inc. (NTAP) was 3,193,100 shares, as reported at the end of Q2 2015.