Fidelity's incremental accumulation as a passive holder is routine. The stake remains below the 10%+ threshold that would trigger additional disclosure requirements. Monitor for any future conversion to a 13D filing, which would signal activist intent.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 6 $310.67entry
- T+1 · 3d ago +3.13%α +0.76% · $320.39
- T+3 · todayOpen
- T+5 · tomorrow Pending
- T+20 · in 25d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 10.5% passive stake in Natera as of October 30, 2026, up from the 9.5% stake reported one day earlier. The increase of approximately 1.0 percentage point reflects continued accumulation by a large passive investor, but the passive filing indicates no intent to influence management.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) reported beneficial ownership of 15,131,244.72 shares of Natera common stock as of October 30, 2026
- Stake represents 10.5% of outstanding shares, up from 9.5% (13,659,508.25 shares) disclosed on November 5, 2026
- Filing is a Schedule 13G amendment, confirming passive investment intent with no control purpose
- Fidelity Management & Research Company LLC is the entity beneficially owning 5% or greater of the outstanding shares
Financial Impact
Increase of approximately 1.0 percentage point in passive stake, representing roughly 1.47 million additional shares at a market cap of $56.4B
Risk Factors
- No material risks identified from this passive stake amendment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002940 |
| Document: 0000315066-26-002940-index-headers.html | 0000315066-26-002940 |
| Document: 0000315066-26-002940-index.html | 0000315066-26-002940 |
| Document: 0000315066-26-002940.txt | 0000315066-26-002940 |
Track record
61 reports on NTRA
6 of 9 bullish or bearish reports moved the stock their way by T+1. Best: +6.55% at T+5 after the Oct 2, 2026 report. 6 of 9 went positive at some point.
Filters
- Nov 10, 20261d ago Insider Cluster Neutral 3/10 Entry $318.65 Now $311.98 −2.09% settles Nov 12
- Nov 6, 20265d ago SC 13G/A Neutral 3/10 Viewing Entry $310.67 to $320.39 Now $311.98 +0.42% ▲ +3.13% +0.76% vs SPY
- Nov 5, 20266d ago 8-K Mixed 6/10 Entry $310.67 to $320.39 Now $311.98 +0.42% ▲ +3.13% +0.76% vs SPY
- Nov 5, 20266d ago SC 13G Neutral 4/10 Entry $363.76 to $310.67 Now $311.98 −14.23% ▼ −14.59% −14.91% vs SPY
- Nov 4, 20266d ago Insider Cluster Neutral 2/10 Entry $363.76 to $310.67 Now $311.98 −14.23% ▼ −14.59% −14.91% vs SPY
- Nov 3, 20268d ago 144 Neutral 2/10 Entry $391.03 to $363.76 Now $311.98 −20.22% ▼ −6.97% −2.56% vs SPY
- Nov 2, 20269d ago 144 Neutral 2/10 Entry $388.63 to $391.03 Now $311.98 −19.72% ▲ +0.62% −1.03% vs SPY
- Nov 2, 20269d ago 144 Neutral 3/10 Entry $388.63 to $391.03 Now $311.98 −19.72% ▲ +0.62% −1.03% vs SPY
- Nov 2, 20269d ago 144 Neutral 1/10 Entry $388.63 to $391.03 Now $311.98 −19.72% ▲ +0.62% −1.03% vs SPY
- Nov 2, 20269d ago 144 Neutral 2/10 Entry $388.63 to $391.03 Now $311.98 −19.72% ▲ +0.62% −1.03% vs SPY
US Market Status
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