Among active 13F managers last quarter, 4 opened and 26 added, while 24 reduced; the largest holder to move was Robeco Institutional Asset Management B.V. (+29%). Over the last 180 days, 4 insiders sold and none bought, a net -$1.3M in open-market trades.
The legs disagree, or only one of them leans.
274 tracked 13F filers disclose a position in NTCT as of the latest SEC 13F filings, a combined $2.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.4M | $498.0M | ▲+0.4% Added · +47K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 5.6M | $243.5M | ▲+1.1% Added · +62K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 4.3M | $135.4M | ▲+2.7% Added · +111K sh | Q1 2026 | |
| 4 | Legal & General Group Plc | 3.6M | $115.6M | ▼−5.8% Reduced · −226K sh | Q1 2026 | |
| 5 | State Street Corp | 3.6M | $155.9M | ▲+9.2% Added · +302K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 3.1M | $133.1M | ▲+0.3% Added · +10K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 2.2M | $93.8M | ▲+17% Added · +319K sh | Q2 2026 | |
| 8 | Robeco Institutional Asset Management B.V. | 2.0M | $63.9M | ▲+29% Added · +452K sh | Q1 2026 | |
| 9 | First Trust Advisors LP | 1.7M | $55.5M | ▼−31% Reduced · −775K sh | Q1 2026 | |
| 10 | AQR Capital Management LLC | 1.2M | $37.8M | ▲+5.3% Added · +61K sh | Q1 2026 | |
| 11 | Allianz Asset Management GmbH | 1.2M | $37.7M | ▲+5.8% Added · +65K sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 1.1M | $33.6M | ▼−1.9% Reduced · −20K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 738K | $23.5M | ▲+3.6% Added · +26K sh | Q1 2026 | |
| 14 | Morgan Stanley | 714K | $22.7M | ▼−22% Reduced · −199K sh | Q1 2026 | |
| 15 | Bridgeway Capital Management, LLC | 613K | $26.7M | ▼−3.2% Reduced · −21K sh | Q2 2026 | |
| 16 | FMR LLC | 591K | $25.7M | ▲+83% Added · +267K sh | Q2 2026 | |
| 17 | Lazard Asset Management LLC | 585K | $18.6M | ▲+8.7% Added · +47K sh | Q1 2026 | |
| 18 | Barclays PLC | 561K | $17.8M | ▼−26% Reduced · −197K sh | Q1 2026 | |
| 19 | Nuveen, LLC | 561K | $17.8M | ▲+19% Added · +89K sh | Q1 2026 | |
| 20 | Ameriprise Financial Inc | 549K | $17.4M | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 21 | Impax Asset Management Group plc | 470K | $20.5M | ▼−10.0% Reduced · −52K sh | Q2 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 452K | $19.7M | ▲+2.0% Added · +9K sh | Q2 2026 | |
| 23 | Bank of New York Mellon Corp | 449K | $14.3M | ▼−2.3% Reduced · −11K sh | Q1 2026 | |
| 24 | Two Sigma Investments, LP | 437K | $13.9M | ▲+113% Added · +231K sh | Q1 2026 | |
| 25 | Victory Capital Management Inc | 436K | $13.9M | ▲+2.2% Added · +9K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in NTCT and 26 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 150 funds | $223.8B |
| Nvidia CorpNVDA | 146 funds | $332.7B |
| Amazon.com IncAMZN | 146 funds | $166.6B |
| Meta Platforms Inc-Class AMETA | 145 funds | $95.4B |
| Alphabet Inc-CL AGOOGL | 144 funds | $132.0B |
| Micron Technology IncMU | 142 funds | $35.9B |
| Apple IncAAPL | 141 funds | $249.2B |
| Eli Lilly & CoLLY | 140 funds | $66.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 140 funds | $31.8B |
| Qualcomm IncQCOM | 140 funds | $11.6B |
| Broadcom IncAVGO | 139 funds | $129.4B |
| Lam Research CorpLRCX | 139 funds | $29.2B |
Ranked by how many of NTCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NTCT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Szabados Michael | Director | Sell (S) | 4K | $151K |
| Aug 17, 2026 | Munshi Sanjay | Chief Operating Officer | Sell (S) | 2K | $89K |
| Aug 11, 2026 | Downing John | EVP, Worldwide Sales Ops | Sell (S) | 8K | $307K |
| Jun 8, 2026 | Downing John | EVP, World-Wide Sales | Sell (S) | 8K | $322K |
| May 15, 2026 | Munshi Sanjay | Chief Operating Officer | Sell (S) | 2K | $76K |
| May 15, 2026 | Szabados Michael | Director | Sell (S) | 4K | $154K |
| May 12, 2026 | Grasso Alfred | Director | Sell (S) | 5K | $203K |
| Feb 20, 2026 | Downing John | EVP, World-Wide Sales | Sell (S) | 3K | $90K |
| Feb 18, 2026 | Downing John | EVP, World-Wide Sales | Sell (S) | 3K | $88K |
| Feb 18, 2026 | Munshi Sanjay | Chief Operating Officer | Sell (S) | 2K | $58K |
| Feb 18, 2026 | Szabados Michael | Director | Sell (S) | 4K | $117K |
| Dec 12, 2025 | Perretta Christopher | Director | Sell (S) | 10K | $280K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 41 | – |
Insiders Form 4 open-market | 0 | 4 | -$1.3M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for NTCT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NTCT/capital-change-brief"
Use Arkolith's capital_change_brief for NTCT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for NTCT. Filings are public domain, sourced to SEC EDGAR.