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Nutanix, Inc.

NTNX Technology
$46.34 +$0.8 (1.76%)
Market Cap: $12.29 B
Gurus Holding
8
Popularity Rank
#825
% of Shares Held
10.33%
Net Activity (Q1 2026)
+$244.48 M

Guru Ownership Trend

Guru Analysis for Nutanix, Inc. (NTNX)

Nutanix, Inc. (NTNX), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.27 B.

Top institutional holders include Cliff Asness and Al Gore.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $244.48 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 650.7%. Conversely, Terry Smith reduced exposure by 58.1%.

Key Holders

Top 5 by Value

$576.02 M
$285.22 M
$25.47 M
$23.42 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$321.8 M
Total Buy Value
New Buys 2
Additions 3
-$77.32 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Nutanix, Inc. (NTNX)

Major holders include Cliff Asness ($576.02 M), Al Gore ($285.22 M), Renaissance Technologies (RenTech) ($103.58 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 27.4 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $244.48 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited NTNX. The total reported sell value was $77.32 M.

Yes, 2 managers opened new positions in NTNX, and 3 increased their existing holdings. The total reported buy value was $321.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.26% Add 32.3% 15,154,514 $576.02 M Q1 2026
2.56% Add 118.8% 7,503,821 $285.22 M Q1 2026
0.16% Reduce -19.5% 2,724,996 $103.58 M Q1 2026
0.01% Reduce -1.9% 669,961 $25.47 M Q1 2026
0.07% Add 650.7% 616,275 $23.42 M Q1 2026
0.17% Reduce -58.1% 577,392 $21.95 M Q1 2026
0.01% New Buy 151,251 $5.75 M Q1 2026
0.00% New Buy 5,110 $194,231 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form