Cadian Capital Management’s Nutanix NTNX Stock Holding History

Cadian Capital 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	$30.6M	Sell	599,504 -250,496	-29%	-$11.3M	2.31%	18
2026 Q1	$32.3M	Sell	850,000 -527,589	-38%	-$22.2M	3.93%	9
2025 Q4	$71.2M	Buy	1,377,589 +93,781	+7%	+$5.73M	5.14%	8
2025 Q3	$95.5M	Buy	1,283,808 +83,109	+7%	+$6.1M	5.68%	8
2025 Q2	$91.8M	Sell	1,200,699 -526,093	-30%	-$37.9M	5.14%	10
2025 Q1	$121M	Buy	1,726,792 +271,000	+19%	+$18.8M	5.16%	7
2024 Q4	$89.1M	Buy	1,455,792 +591,892	+69%	+$38.7M	5.13%	7
2024 Q3	$51.2M	Buy	863,900 +132,900	+18%	+$7.3M	2.62%	13
2024 Q2	$41.6M	Buy	731,000 +486,000	+198%	+$29.8M	2.07%	18
2024 Q1	$15.1M	Buy	+245,000	New	+$14.1M	0.54%	29

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Cadian Capital Management's NTNX Position: Q2 2026 in Review

Cadian Capital Management reduced its Nutanix (NTNX) stake by 29% in Q2 2026, selling an estimated $11.3M and leaving 599,504 shares worth $30.6M. The position accounts for 2.31% of the portfolio, ranked #18.

Cadian Capital Management first reported a position in NTNX in Q1 2024 and has held it in 10 quarters since. The position peaked at $121M in Q1 2025. 562 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Cadian Capital Management held 599,504 shares of Nutanix worth $30.6M as of Q2 2026.
Cadian Capital Management sold 250,496 Nutanix shares in Q2 2026, an estimated $11.3M.
Nutanix made up 2.31% of Cadian Capital Management's portfolio in Q2 2026, its #18 holding.
Cadian Capital Management first reported a position in Nutanix in Q1 2024 and has held it in 10 quarters since.
Cadian Capital Management's Nutanix position peaked at $121M in Q1 2025.
562 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Cadian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.