Firsthand Capital Management’s Nutanix NTNX Stock Holding History

Firsthand 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
2021 Q4	–	Sell	-210,000	Closed	-$7.92M	–	52
2021 Q3	$7.92M	Sell	210,000 -20,000	-9%	-$756K	2.36%	16
2021 Q2	$8.79M	Sell	230,000 -200,000	-47%	-$6.23M	2.2%	14
2021 Q1	$11.4M	Hold	430,000	–	–	3.2%	8
2020 Q4	$13.7M	Sell	430,000 -20,000	-4%	-$542K	3.72%	8
2020 Q3	$9.98M	Hold	450,000	–	–	3.96%	6
2020 Q2	$10.7M	Hold	450,000	–	–	4.88%	5
2020 Q1	$7.11M	Hold	450,000	–	–	5.64%	5
2019 Q4	$14.1M	Hold	450,000	–	–	5.48%	3
2019 Q3	$11.8M	Hold	450,000	–	–	4.77%	5
2019 Q2	$11.7M	Buy	450,000 +200,000	+80%	+$6.97M	4.5%	7
2019 Q1	$9.44M	Hold	250,000	–	–	3.52%	12
2018 Q4	$10.4M	Sell	250,000 -60,772	-20%	-$2.51M	6.56%	4
2018 Q3	$13.3M	Sell	310,772 -223,000	-42%	-$11.8M	6.26%	3
2018 Q2	$27.5M	Sell	533,772 -135,000	-20%	-$7.42M	12.91%	1
2018 Q1	$32.8M	Sell	668,772 -40,000	-6%	-$1.59M	18.37%	1
2017 Q4	$25M	Sell	708,772 -1,000	-0.1%	-$30.3K	18.41%	1
2017 Q3	$15.9M	Buy	709,772 +40,000	+6%	+$875K	14.11%	1
2017 Q2	$13.5M	Buy	669,772 +190,000	+40%	+$3.32M	13.62%	1
2017 Q1	$9.01M	Buy	479,772 +20,000	+4%	+$537K	9.63%	2
2016 Q4	$12.2M	Hold	459,772	–	–	13.19%	1
2016 Q3	$17M	Buy	+459,772	New	+$17M	15.63%	1

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Firsthand Capital Management's NTNX Position: Q4 2021 in Review

Firsthand Capital Management sold out of Nutanix (NTNX) in Q4 2021, closing a stake of 210,000 shares — an estimated $7.92M sold.

Firsthand Capital Management first reported a position in NTNX in Q3 2016 and held it in 21 quarters. The position peaked at $32.8M in Q1 2018. 307 funds tracked by Wall St. Rank hold NTNX as of Q4 2021.

Firsthand Capital Management reported no remaining Nutanix position as of Q4 2021 after selling out during the quarter.
Firsthand Capital Management sold 210,000 Nutanix shares in Q4 2021, an estimated $7.92M.
Firsthand Capital Management first reported a position in Nutanix in Q3 2016 and held it in 21 quarters.
Firsthand Capital Management's Nutanix position peaked at $32.8M in Q1 2018.
307 funds tracked by Wall St. Rank held Nutanix as of Q4 2021.

Based on Firsthand Capital Management's 13F filing for Q4 2021, filed 15 Feb 2022.