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Champlain Investment Partners’s Nutanix NTNX Stock Holding History

Champlain Investment Partners’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 		$152M Buy
4,010,155
+598,980
+18% +$25.2M 1.93% 5
2025
Q4 		$176M Sell
3,411,175
-71,238
-2% -$4.35M 1.79% 2
2025
Q3 		$259M Sell
3,482,413
-153,371
-4% -$11.3M 1.95% 3
2025
Q2 		$278M Sell
3,635,784
-500,058
-12% -$36M 1.94% 5
2025
Q1 		$289M Sell
4,135,842
-845,674
-17% -$58.5M 2.09% 1
2024
Q4 		$305M Sell
4,981,516
-1,007,803
-17% -$65.9M 1.93% 5
2024
Q3 		$355M Buy
5,989,319
+215,363
+4% +$11.8M 2.14% 4
2024
Q2 		$328M Buy
5,773,956
+1,563,245
+37% +$96M 2.01% 6
2024
Q1 		$260M Sell
4,210,711
-4,169,810
-50% -$240M 1.49% 12
2023
Q4 		$400M Sell
8,380,521
-1,923,315
-19% -$77.8M 2.37% 3
2023
Q3 		$359M Buy
10,303,836
+1,647,445
+19% +$51.7M 2.33% 5
2023
Q2 		$243M Buy
8,656,391
+1,096,110
+14% +$29.1M 1.5% 17
2023
Q1 		$196M Buy
7,560,281
+2,141,125
+40% +$58M 1.24% 22
2022
Q4 		$141M Sell
5,419,156
-40,899
-0.7% -$1.12M 0.91% 43
2022
Q3 		$114M Sell
5,460,055
-117,255
-2% -$2.14M 0.78% 55
2022
Q2 		$81.6M Sell
5,577,310
-129,445
-2% -$2.7M 0.53% 80
2022
Q1 		$153M Buy
5,706,755
+28,160
+0.5% +$755K 0.79% 52
2021
Q4 		$181M Buy
5,678,595
+367,120
+7% +$12.6M 0.82% 48
2021
Q3 		$200M Buy
+5,311,475
New +$201M 0.96% 35
2020
Q4 		– Sell
-2,155,185
Closed -$47.8M – 128
2020
Q3 		$47.8M Sell
2,155,185
-998,200
-32% -$22.8M 0.33% 99
2020
Q2 		$74.8M Sell
3,153,385
-495,805
-14% -$10.3M 0.54% 73
2020
Q1 		$57.7M Sell
3,649,190
-540,895
-13% -$15.2M 0.52% 76
2019
Q4 		$131M Buy
4,190,085
+12,345
+0.3% +$365K 0.96% 42
2019
Q3 		$110M Sell
4,177,740
-382,730
-8% -$9.02M 0.9% 48
2019
Q2 		$118M Buy
4,560,470
+1,044,920
+30% +$36.4M 0.99% 46
2019
Q1 		$133M Buy
3,515,550
+1,110,780
+46% +$50.8M 1.16% 32
2018
Q4 		$100M Buy
+2,404,770
New +$99.3M 1.02% 43

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

Champlain Investment Partners's NTNX Position: Q1 2026 in Review

Champlain Investment Partners increased its Nutanix (NTNX) stake by 18% in Q1 2026, buying an estimated $25.2M and bringing the position to 4,010,155 shares worth $152M. The position accounts for 1.93% of the portfolio, ranked #5.

Champlain Investment Partners first reported a position in NTNX in Q4 2018 and has held it in 27 quarters since. The position peaked at $400M in Q4 2023. 533 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

  • Champlain Investment Partners held 4,010,155 shares of Nutanix worth $152M as of Q1 2026.
  • Champlain Investment Partners bought 598,980 Nutanix shares in Q1 2026, an estimated $25.2M.
  • Nutanix made up 1.93% of Champlain Investment Partners's portfolio in Q1 2026, its #5 holding.
  • Champlain Investment Partners first reported a position in Nutanix in Q4 2018 and has held it in 27 quarters since.
  • Champlain Investment Partners's Nutanix position peaked at $400M in Q4 2023.
  • 533 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on Champlain Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.