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Forum Financial Management’s Nutanix NTNX Stock Holding History

Forum Financial 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
Q1 		– Sell
-4,286
Closed -$222K – 759
2025
Q4 		$222K Buy
4,286
+108
+3% +$6.6K ﹤0.01% 917
2025
Q3 		$311K Sell
4,178
-455
-10% -$33.4K ﹤0.01% 717
2025
Q2 		$354K Buy
4,633
+1,667
+56% +$120K 0.01% 570
2025
Q1 		$207K Sell
2,966
-793
-21% -$54.9K ﹤0.01% 801
2024
Q4 		$230K Buy
+3,759
New +$246K ﹤0.01% 773

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Forum Financial Management's NTNX Position: Q1 2026 in Review

Forum Financial Management sold out of Nutanix (NTNX) in Q1 2026, closing a stake of 4,286 shares — an estimated $222K sold.

Forum Financial Management first reported a position in NTNX in Q4 2024 and held it in 5 quarters. The position peaked at $354K in Q2 2025. 538 funds tracked by Wall St. Rank hold NTNX as of Q1 2026.

  • Forum Financial Management reported no remaining Nutanix position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,286 Nutanix shares in Q1 2026, an estimated $222K.
  • Forum Financial Management first reported a position in Nutanix in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Nutanix position peaked at $354K in Q2 2025.
  • 538 funds tracked by Wall St. Rank held Nutanix as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.