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Josh Resnick’s Nutanix NTNX Stock Holding History

Josh Resnick’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
Q2 		$289M Buy
5,668,014
+1,747,518
+45% +$79M 2.39% 20
2026
Q1 		$149M Buy
3,920,496
+813,015
+26% +$34.3M 2.2% 18
2025
Q4 		$161M Buy
3,107,481
+666,000
+27% +$40.7M 1.83% 20
2025
Q3 		$182M Hold
2,441,481
– – 1.89% 21
2025
Q2 		$187M Sell
2,441,481
-1,661,512
-40% -$120M 2.49% 17
2025
Q1 		$286M Buy
4,102,993
+1,308,357
+47% +$90.5M 5.21% 7
2024
Q4 		$171M Sell
2,794,636
-962,367
-26% -$62.9M 2.44% 15
2024
Q3 		$223M Sell
3,757,003
-231,920
-6% -$12.7M 5.37% 6
2024
Q2 		$227M Hold
3,988,923
– – 6.82% 7
2024
Q1 		$246M Buy
3,988,923
+462,000
+13% +$26.6M 6.57% 3
2023
Q4 		$168M Buy
3,526,923
+1,163,923
+49% +$47.1M 5.15% 6
2023
Q3 		$82.4M Buy
+2,363,000
New +$74.2M 2.8% 12

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Josh Resnick's NTNX Position: Q2 2026 in Review

Josh Resnick increased its Nutanix (NTNX) stake by 45% in Q2 2026, buying an estimated $79M and bringing the position to 5,668,014 shares worth $289M. The position accounts for 2.39% of the portfolio, ranked #20.

Josh Resnick first reported a position in NTNX in Q3 2023 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

  • Josh Resnick held 5,668,014 shares of Nutanix worth $289M as of Q2 2026.
  • Josh Resnick bought 1,747,518 Nutanix shares in Q2 2026, an estimated $79M.
  • Nutanix made up 2.39% of Josh Resnick's portfolio in Q2 2026, its #20 holding.
  • Josh Resnick first reported a position in Nutanix in Q3 2023 and has held it in 12 quarters since.
  • 559 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.