Jeremy Grantham's NTAP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 49,423 shares of NetApp, Inc. (NTAP) worth $5.06 M, representing 0.01% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NTAP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 119,200 shares. Largest reduction occurred in Q2 2014, reducing 783,989 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's NetApp (NTAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly NetApp (NTAP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +49,423 | New Buy | 49,423 | $102.39 |
| Q3 2025 | -10,973 | Sold Out | 0 | $0.00 |
| Q2 2025 | +3,408 | Add 45.05% | 10,973 | $106.55 |
| Q1 2025 | +7,565 | New Buy | 7,565 | $87.84 |
| Q4 2024 | -10,389 | Sold Out | 0 | $0.00 |
| Q3 2024 | +4,027 | Add 63.30% | 10,389 | $123.51 |
| Q2 2024 | +6,362 | New Buy | 6,362 | $128.80 |
| Q1 2024 | -26,882 | Sold Out | 0 | $0.00 |
| Q4 2023 | -10,570 | Reduce 28.22% | 26,882 | $88.16 |
| Q3 2023 | +37,452 | New Buy | 37,452 | $75.88 |
| Q1 2022 | -3,174 | Sold Out | 0 | $0.00 |
| Q4 2021 | +3,174 | New Buy | 3,174 | $92.00 |
| Q3 2021 | -7,044 | Sold Out | 0 | $0.00 |
| Q2 2021 | -15,778 | Reduce 69.14% | 7,044 | $81.77 |
| Q1 2021 | -648 | Reduce 2.76% | 22,822 | $72.65 |
| Q3 2020 | -8,300 | Reduce 26.13% | 23,470 | $43.84 |
| Q2 2020 | -10,500 | Reduce 24.84% | 31,770 | $44.38 |
| Q1 2020 | +33,200 | Add 366.04% | 42,270 | $41.68 |
| Q4 2019 | -8,356 | Reduce 47.95% | 9,070 | $62.29 |
| Q3 2019 | -18,274 | Reduce 51.19% | 17,426 | $52.51 |
| Q2 2019 | -125,795 | Reduce 77.89% | 35,700 | $61.71 |
| Q1 2019 | -27,600 | Reduce 14.60% | 161,495 | $69.34 |
| Q4 2018 | +42,900 | Add 29.34% | 189,095 | $59.67 |
| Q3 2018 | -7,300 | Reduce 4.76% | 146,195 | $85.89 |
| Q2 2018 | +28,895 | Add 23.19% | 153,495 | $78.53 |
| Q1 2018 | +119,200 | Add 2207.41% | 124,600 | $61.69 |
| Q2 2017 | +5,400 | New Buy | 5,400 | $40.00 |
| Q1 2016 | -29,500 | Sold Out | 0 | $0.00 |
| Q4 2015 | -900 | Reduce 2.96% | 29,500 | $26.54 |
| Q3 2015 | -156,611 | Reduce 83.74% | 30,400 | $29.61 |
| Q2 2015 | +400 | Add 0.21% | 187,011 | $31.56 |
| Q1 2015 | -6,100 | Reduce 3.17% | 186,611 | $35.46 |
| Q4 2014 | +10,561 | Add 5.80% | 192,711 | $41.45 |
| Q3 2014 | -316,100 | Reduce 63.44% | 182,150 | $42.96 |
| Q2 2014 | -783,989 | Reduce 61.14% | 498,250 | $36.52 |
| Q1 2014 | +1.28 M | New Buy | 1.28 M | $36.90 |
Jeremy Grantham's NetApp Investment FAQs
Jeremy Grantham first purchased NetApp, Inc. (NTAP) in Q1 2014, acquiring 1,282,239 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held NetApp, Inc. (NTAP) for 39 quarters since Q1 2014.
Jeremy Grantham's largest addition to NetApp, Inc. (NTAP) was in Q1 2014, adding 1,282,239 shares worth $47.32 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 49,423 shares of NetApp, Inc. (NTAP), valued at approximately $5.06 M.
As of the Q1 2026 filing, NetApp, Inc. (NTAP) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in NetApp, Inc. (NTAP) was 1,282,239 shares, as reported at the end of Q1 2014.