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Ardmore Road Asset Management’s Nutanix NTNX Stock Holding History

Ardmore Road Asset Management’s Portfolio NTNX Stock Details NTNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.1M Buy
865,400
+75,000
+9% +$3.39M 2.59% 9
2026
Q1 		$30M Buy
790,400
+113,116
+17% +$4.77M 1.98% 17
2025
Q4 		$35M Buy
+677,284
New +$41.4M 2.65% 13

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Ardmore Road Asset Management's NTNX Position: Q2 2026 in Review

Ardmore Road Asset Management increased its Nutanix (NTNX) stake by 9.5% in Q2 2026, buying an estimated $3.39M and bringing the position to 865,400 shares worth $44.1M. The position accounts for 2.59% of the portfolio, ranked #9.

Ardmore Road Asset Management first reported a position in NTNX in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

  • Ardmore Road Asset Management held 865,400 shares of Nutanix worth $44.1M as of Q2 2026.
  • Ardmore Road Asset Management bought 75,000 Nutanix shares in Q2 2026, an estimated $3.39M.
  • Nutanix made up 2.59% of Ardmore Road Asset Management's portfolio in Q2 2026, its #9 holding.
  • Ardmore Road Asset Management first reported a position in Nutanix in Q4 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.