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Nutanix, Inc.

NTNX Technology
$38.01 +$0.08 (0.21%)
Market Cap: $10.08 B
Gurus Holding
7
Popularity Rank
#939
% of Shares Held
7.85%
Net Activity (Q4 2025)
+$19.68 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $791.46 M.

Top institutional holders include Cliff Asness and Al Gore.

Institutional sentiment is currently Bullish. This is evidenced by a $19.68 M net inflow during the quarter.

Recent activity highlights Terry Smith who opened a new position. Conversely, Joel Greenblatt reduced exposure by 53.2%.

Key Holders

Top 5 by Value

$591.99 M
$177.29 M
$71.19 M
$35.28 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$324.44 M
Total Buy Value
New Buys 1
Additions 2
-$304.76 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Nutanix, Inc. (NTNX)

Major holders include Cliff Asness ($591.99 M), Al Gore ($177.29 M), Renaissance Technologies (RenTech) ($174.93 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 20.82 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.68 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited NTNX. The total reported sell value was $304.76 M.

Yes, 1 managers opened new positions in NTNX, and 2 increased their existing holdings. The total reported buy value was $324.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.31% Add 72.8% 11,452,714 $591.99 M Q4 2025
1.23% Reduce -46.8% 3,429,922 $177.29 M Q4 2025
0.27% Reduce -33.3% 3,384,296 $174.93 M Q4 2025
0.42% New Buy 1,377,158 $71.19 M Q4 2025
0.01% Add 12.0% 682,619 $35.28 M Q4 2025
0.08% Reduce -12.8% 413,699 $21.38 M Q4 2025
0.02% Reduce -53.2% 82,093 $4.24 M Q4 2025
Date
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Transaction
Value
Shares
Position / Chg
SEC Form