Root Financial Partners’s Nutanix NTNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$212K Buy
+3,011
New +$189K 0.01% 424
2026
Q2
– Sell
-3,565
Closed -$136K – 2230
2026
Q1
$136K Buy
3,565
+3,389
+1,926% +$143K 0.01% 446
2025
Q4
$9.1K Sell
176
-105
-37% -$6.42K ﹤0.01% 1537
2025
Q3
$20.9K Buy
+281
New +$20.6K ﹤0.01% 1100

Other funds holding NTNX

Root Financial Partners's NTNX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nutanix (NTNX) in Q3 2026: 3,011 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NTNX as recently as Q1 2026.

Root Financial Partners first reported a position in NTNX in Q3 2025 and has held it in 4 quarters since. 515 funds tracked by Wall St. Rank hold NTNX as of Q3 2026.

  • Root Financial Partners held 3,011 shares of Nutanix worth $212K as of Q3 2026.
  • Nutanix was a new Root Financial Partners position in Q3 2026.
  • Nutanix made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #424 holding.
  • Root Financial Partners first reported a position in Nutanix in Q3 2025 and has held it in 4 quarters since.
  • 515 funds tracked by Wall St. Rank held Nutanix as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.