Oak Thistle LLC’s Nutanix NTNX Stock Holding History

Oak Thistle LLC’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	$2.7M	Buy	+52,940	New	+$2.39M	0.26%	135
2025 Q1	–	Sell	-16,007	Closed	-$979K	–	521
2024 Q4	$979K	Sell	16,007 -9,106	-36%	-$595K	0.29%	127
2024 Q3	$1.49M	Buy	+25,113	New	+$1.38M	0.48%	46
2023 Q4	–	Sell	-37,141	Closed	-$1.3M	–	586
2023 Q3	$1.3M	Buy	+37,141	New	+$1.17M	0.38%	62
2023 Q1	–	Sell	-11,710	Closed	-$305K	–	421
2022 Q4	$305K	Buy	+11,710	New	+$320K	0.65%	63
2022 Q2	–	Sell	-8,901	Closed	-$239K	–	336
2022 Q1	$239K	Sell	8,901 -9,163	-51%	-$246K	0.13%	316
2021 Q4	$575K	Buy	+18,064	New	+$620K	0.45%	69

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

Oak Thistle LLC's NTNX Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Nutanix (NTNX) in Q2 2026: 52,940 shares worth $2.7M. The stake represents 0.26% of the portfolio and ranks #135 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in NTNX as recently as Q4 2024.

Oak Thistle LLC first reported a position in NTNX in Q4 2021 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

Oak Thistle LLC held 52,940 shares of Nutanix worth $2.7M as of Q2 2026.
Nutanix was a new Oak Thistle LLC position in Q2 2026.
Nutanix made up 0.26% of Oak Thistle LLC's portfolio in Q2 2026, its #135 holding.
Oak Thistle LLC first reported a position in Nutanix in Q4 2021 and has held it in 7 quarters since.
564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.