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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return