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BW Gestao de Investimentos’s Nutanix NTNX Stock Holding History

BW Gestao de Investimentos’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
Q1 		$23.9M Sell
629,564
-33,510
-5% -$1.41M 0.8% 19
2025
Q4 		$34.3M Buy
663,074
+106,420
+19% +$6.5M 0.77% 18
2025
Q3 		$41.4M Buy
556,654
+48,098
+9% +$3.53M 1.81% 13
2025
Q2 		$38.9M Buy
508,556
+153,749
+43% +$11.1M 1.65% 14
2025
Q1 		$24.8M Buy
354,807
+118,736
+50% +$8.22M 0.78% 22
2024
Q4 		$14.4M Sell
236,071
-51,836
-18% -$3.39M 0.46% 33
2024
Q3 		$17.1M Buy
287,907
+27,907
+11% +$1.53M 1.19% 18
2024
Q2 		$14.8M Buy
+260,000
New +$16M 0.82% 36
2024
Q1 		– Sell
-144,319
Closed -$6.88M – 105
2023
Q4 		$6.88M Sell
144,319
-581,476
-80% -$23.5M 0.22% 67
2023
Q3 		$25.3M Sell
725,795
-55,000
-7% -$1.73M 2.97% 8
2023
Q2 		$21.9M Sell
780,795
-180,000
-19% -$4.78M 3.24% 7
2023
Q1 		$25M Buy
960,795
+93,713
+11% +$2.54M 3.56% 8
2022
Q4 		$22.6M Buy
867,082
+607,350
+234% +$16.6M 3.37% 6
2022
Q3 		$5.41M Sell
259,732
-225,695
-46% -$4.12M 1.26% 33
2022
Q2 		$7.1M Buy
485,427
+110,000
+29% +$2.29M 1.64% 24
2022
Q1 		$10.1M Buy
+375,427
New +$10.1M 2.13% 20

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BW Gestao de Investimentos's NTNX Position: Q1 2026 in Review

BW Gestao de Investimentos reduced its Nutanix (NTNX) stake by 5.1% in Q1 2026, selling an estimated $1.41M and leaving 629,564 shares worth $23.9M. The position accounts for 0.8% of the portfolio, ranked #19.

BW Gestao de Investimentos first reported a position in NTNX in Q1 2022 and has held it in 16 quarters since. The position peaked at $41.4M in Q3 2025. 534 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

  • BW Gestao de Investimentos held 629,564 shares of Nutanix worth $23.9M as of Q1 2026.
  • BW Gestao de Investimentos sold 33,510 Nutanix shares in Q1 2026, an estimated $1.41M.
  • Nutanix made up 0.8% of BW Gestao de Investimentos's portfolio in Q1 2026, its #19 holding.
  • BW Gestao de Investimentos first reported a position in Nutanix in Q1 2022 and has held it in 16 quarters since.
  • BW Gestao de Investimentos's Nutanix position peaked at $41.4M in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on BW Gestao de Investimentos's 13F filing for Q1 2026, filed 28 Apr 2026.