John Overdeck’s Nutanix NTNX Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-30,200	Closed	-$962K	–	3802
2021 Q4	$962K	Buy	+30,200	New	+$1.04M	﹤0.01%	2593
2021 Q3	–	Sell	-22,100	Closed	-$845K	–	4554
2021 Q2	$845K	Sell	22,100 -6,900	-24%	-$215K	﹤0.01%	2625
2021 Q1	$770K	Sell	29,000 -2,100	-7%	-$63.9K	﹤0.01%	2552
2020 Q4	$991K	Sell	31,100 -3,600	-10%	-$97.6K	﹤0.01%	2014
2020 Q3	$770K	Buy	34,700 +2,400	+7%	+$54.9K	﹤0.01%	1937
2020 Q2	$766K	Sell	32,300 -35,100	-52%	-$727K	﹤0.01%	1710
2020 Q1	$1.06M	Buy	67,400 +32,900	+95%	+$925K	0.01%	1357
2019 Q4	$1.08M	Buy	34,500 +20,900	+154%	+$617K	﹤0.01%	2112
2019 Q3	$357K	Sell	13,600 -18,200	-57%	-$429K	﹤0.01%	2821
2019 Q2	$825K	Buy	31,800 +23,800	+298%	+$829K	﹤0.01%	2094
2019 Q1	$302K	Buy	+8,000	New	+$366K	﹤0.01%	2596
2018 Q2	–	Sell	-16,000	Closed	-$786K	–	3539
2018 Q1	$786K	Sell	16,000 -6,000	-27%	-$238K	﹤0.01%	2174
2017 Q4	$776K	Sell	22,000 -44,000	-67%	-$1.33M	﹤0.01%	2141
2017 Q3	$1.48M	Buy	+66,000	New	+$1.44M	0.01%	1480

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

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.