John Overdeck’s Nutanix NTNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.1M | Sell |
257,782
-583,602
| -69% | -$26.4M | 0.01% | 1319 |
|
|
2026
Q1 | $32M | Buy |
+841,384
| New | +$35.5M | 0.03% | 692 |
|
|
2025
Q4 | – | Sell |
-66,528
| Closed | -$4.95M | – | 4304 |
|
|
2025
Q3 | $4.95M | Sell |
66,528
-345,341
| -84% | -$25.3M | 0.01% | 1473 |
|
|
2025
Q2 | $31.5M | Buy |
411,869
+402,923
| +4,504% | +$29M | 0.06% | 400 |
|
|
2025
Q1 | $625K | Sell |
8,946
-82,009
| -90% | -$5.67M | ﹤0.01% | 2420 |
|
|
2024
Q4 | $5.56M | Sell |
90,955
-1,003,037
| -92% | -$65.6M | 0.01% | 1044 |
|
|
2024
Q3 | $64.8M | Buy |
1,093,992
+485,090
| +80% | +$26.7M | 0.14% | 176 |
|
|
2024
Q2 | $34.6M | Sell |
608,902
-880,469
| -59% | -$54.1M | 0.08% | 303 |
|
|
2024
Q1 | $91.9M | Buy |
1,489,371
+1,140,801
| +327% | +$65.8M | 0.22% | 119 |
|
|
2023
Q4 | $16.6M | Sell |
348,570
-28,480
| -8% | -$1.15M | 0.04% | 472 |
|
|
2023
Q3 | $13.2M | Buy |
377,050
+128,204
| +52% | +$4.02M | 0.04% | 509 |
|
|
2023
Q2 | $6.98M | Buy |
+248,846
| New | +$6.61M | 0.02% | 787 |
|
|
2023
Q1 | – | Sell |
-113,430
| Closed | -$2.95M | – | 3129 |
|
|
2022
Q4 | $2.95M | Sell |
113,430
-491,642
| -81% | -$13.4M | 0.01% | 1117 |
|
|
2022
Q3 | $12.6M | Buy |
605,072
+134,309
| +29% | +$2.45M | 0.04% | 425 |
|
|
2022
Q2 | $6.89M | Buy |
470,763
+285,500
| +154% | +$5.95M | 0.02% | 642 |
|
|
2022
Q1 | $4.97M | Sell |
185,263
-722,431
| -80% | -$19.4M | 0.01% | 933 |
|
|
2021
Q4 | $28.9M | Sell |
907,694
-760,201
| -46% | -$26.1M | 0.06% | 359 |
|
|
2021
Q3 | $62.9M | Buy |
1,667,895
+274,623
| +20% | +$10.4M | 0.14% | 169 |
|
|
2021
Q2 | $53.3M | Buy |
1,393,272
+1,007,839
| +261% | +$31.4M | 0.12% | 191 |
|
|
2021
Q1 | $10.2M | Sell |
385,433
-123,921
| -24% | -$3.77M | 0.03% | 701 |
|
|
2020
Q4 | $16.2M | Buy |
509,354
+494,311
| +3,286% | +$13.4M | 0.05% | 432 |
|
|
2020
Q3 | $334K | Sell |
15,043
-507,340
| -97% | -$11.6M | ﹤0.01% | 2518 |
|
|
2020
Q2 | $12.4M | Buy |
522,383
+233,195
| +81% | +$4.83M | 0.06% | 327 |
|
|
2020
Q1 | $4.57M | Sell |
289,188
-698,355
| -71% | -$19.6M | 0.04% | 542 |
|
|
2019
Q4 | $30.9M | Buy |
987,543
+978,228
| +10,502% | +$28.9M | 0.09% | 260 |
|
|
2019
Q3 | $245K | Sell |
9,315
-286,928
| -97% | -$6.76M | ﹤0.01% | 3085 |
|
|
2019
Q2 | $7.68M | Buy |
+296,243
| New | +$10.3M | 0.03% | 711 |
|
|
2018
Q3 | – | Sell |
-232,532
| Closed | -$12M | – | 3470 |
|
|
2018
Q2 | $12M | Buy |
232,532
+7,650
| +3% | +$420K | 0.04% | 592 |
|
|
2018
Q1 | $11M | Buy |
+224,882
| New | +$8.92M | 0.04% | 545 |
|
Other funds holding NTNX
GIM
JCAM
John Overdeck's NTNX Position: Q2 2026 in Review
John Overdeck reduced its Nutanix (NTNX) stake by 69% in Q2 2026, selling an estimated $26.4M and leaving 257,782 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #1319.
John Overdeck first reported a position in NTNX in Q1 2018 and has held it in 29 quarters since. The position peaked at $91.9M in Q1 2024. 559 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.
- John Overdeck held 257,782 shares of Nutanix worth $13.1M as of Q2 2026.
- John Overdeck sold 583,602 Nutanix shares in Q2 2026, an estimated $26.4M.
- Nutanix made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1319 holding.
- John Overdeck first reported a position in Nutanix in Q1 2018 and has held it in 29 quarters since.
- John Overdeck's Nutanix position peaked at $91.9M in Q1 2024.
- 559 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.