WA
NTNX icon

Waverly Advisors’s Nutanix NTNX Stock Holding History

Waverly Advisors’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
Q1 		$471K Sell
12,401
-12,919
-51% -$544K ﹤0.01% 1115
2025
Q4 		$1.31M Buy
25,320
+18,691
+282% +$1.14M 0.01% 689
2025
Q3 		$493K Buy
6,629
+1,794
+37% +$132K ﹤0.01% 853
2025
Q2 		$370K Buy
4,835
+975
+25% +$70.2K ﹤0.01% 899
2025
Q1 		$269K Buy
+3,860
New +$267K ﹤0.01% 960
2024
Q3 		– Sell
-4,035
Closed -$229K – 823
2024
Q2 		$229K Sell
4,035
-281
-7% -$17.3K ﹤0.01% 730
2024
Q1 		$266K Sell
4,316
-1,200
-22% -$69.2K 0.01% 600
2023
Q4 		$263K Sell
5,516
-860
-13% -$34.8K 0.01% 380
2023
Q3 		$222K Sell
6,376
-2,125
-25% -$66.7K 0.01% 371
2023
Q2 		$238K Buy
+8,501
New +$226K 0.01% 324

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return