Needham Investment Management’s Nutanix NTNX Stock Holding History

Needham Investment 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
2023 Q2	–	Sell	-30,000	Closed	-$780K	–	124
2023 Q1	$780K	Buy	+30,000	New	+$812K	0.13%	100
2018 Q2	–	Sell	-9,000	Closed	-$442K	–	96
2018 Q1	$442K	Sell	9,000 -44,500	-83%	-$1.77M	0.13%	72
2017 Q4	$1.89M	Sell	53,500 -26,500	-33%	-$803K	0.5%	51
2017 Q3	$1.79M	Buy	80,000 +14,000	+21%	+$306K	0.45%	54
2017 Q2	$1.33M	Buy	66,000 +17,000	+35%	+$297K	0.35%	57
2017 Q1	$920K	Buy	49,000 +17,500	+56%	+$470K	0.24%	68
2016 Q4	$837K	Buy	31,500 +21,765	+224%	+$649K	0.21%	70
2016 Q3	$360K	Buy	+9,735	New	+$360K	0.1%	78

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Needham Investment Management's NTNX Position: Q2 2023 in Review

Needham Investment Management sold out of Nutanix (NTNX) in Q2 2023, closing a stake of 30,000 shares — an estimated $780K sold.

Needham Investment Management first reported a position in NTNX in Q3 2016 and held it in 8 quarters. The position peaked at $1.89M in Q4 2017. 316 funds tracked by Wall St. Rank hold NTNX as of Q2 2023.

Needham Investment Management reported no remaining Nutanix position as of Q2 2023 after selling out during the quarter.
Needham Investment Management sold 30,000 Nutanix shares in Q2 2023, an estimated $780K.
Needham Investment Management first reported a position in Nutanix in Q3 2016 and held it in 8 quarters.
Needham Investment Management's Nutanix position peaked at $1.89M in Q4 2017.
316 funds tracked by Wall St. Rank held Nutanix as of Q2 2023.

Based on Needham Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.