Robeco Institutional Asset Management B.V. 13F: Cuts NTRA Stake by $77M

Robeco Institutional Asset Management reduced its holdings in Natera, Inc. NTRA by 45.3% during the reported period, according to a Form 13F filed with the SEC on October 20, 2026. The filing reveals that the fund parted ways with 185,307 shares, leaving it with a remaining stake of 223,309 shares valued at approximately $92.3 million.

NTRA Natera, Inc.

$417.88 ▲ +82.61% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Robeco Institutional Asset Management's Natera Position

Prior to this filing, the fund held 408,616 shares of the diagnostics company. The sizeable reduction trimmed the position down to 223,309 shares by the end of the reporting window. Natera closed at $405.92 on the filing date.

Other Institutional Activity in Natera

Other large funds have adjusted their exposure to the diagnostics provider recently. Duquesne Family Office Llc grew its holdings by 122,845 shares, ending with 3,186,306 shares worth about $1.32 billion in a report dated June 30, 2026.

Natera, Inc. Stock Up 4.5%

Natera shares recently traded around $417.33 as of October 22, 2026, sitting up about 2.8% since the filing. The stock has experienced strong momentum, trading 15.5% above its 50-day moving average of $361.38 and 61.0% above its 200-day moving average of $259.23.

Recent Earnings

Natera generated $2.71 billion in trailing-twelve-month revenue with a net margin of -7.1% and a return on equity of -12.5%. The company reported a trailing-twelve-month loss of $1.35 per share. Its next earnings report is scheduled for November 5, 2026.

Insider Buying and Selling at Natera, Inc.

Insider activity has featured several transactions in recent months. Rowan Chapman and Lynch Thomas JR. picked up shares in June 2026. Later, Executive Chairman Matthew Rabinowitz sold 50,000 shares at a price of $402.64 on October 15, 2026, for a total value of $20.1 million under a planned trading rule. Director Jonathan Sheena also sold 1,500 shares at $402.47 on October 16, 2026, for about $603,710.

Analysts Set New Price Targets

Wall Street firms remain optimistic about the diagnostics specialist. Barclays, Morgan Stanley, TD Cowen, JP Morgan, and Canaccord Genuity all maintained favorable ratings on the stock through October 2026, lifting price targets as high as $500.

About Natera

Based in Austin, Texas, Natera operates as a diagnostics company focused on molecular testing services. It develops proprietary technologies like Signatera, a personalized blood test used to monitor cancer recurrence and track treatment responses, alongside various other genomic and hereditary screening tools.

Bottom Line

Investors will look toward Natera's upcoming earnings release on November 5, 2026, for further updates on financial performance and revenue growth. Institutional shifts and ongoing insider transactions will remain key focal points for market watchers.