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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
Q2 		$721K Buy
14,152
+1,751
+14% +$79.1K ﹤0.01% 1010
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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

Waverly Advisors's NTNX Position: Q2 2026 in Review

Waverly Advisors increased its Nutanix (NTNX) stake by 14% in Q2 2026, buying an estimated $79.1K and bringing the position to 14,152 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Waverly Advisors first reported a position in NTNX in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2025. 564 funds tracked by Wall St. Rank hold NTNX as of Q2 2026.

  • Waverly Advisors held 14,152 shares of Nutanix worth $721K as of Q2 2026.
  • Waverly Advisors bought 1,751 Nutanix shares in Q2 2026, an estimated $79.1K.
  • Nutanix made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1010 holding.
  • Waverly Advisors first reported a position in Nutanix in Q2 2023 and has held it in 11 quarters since.
  • Waverly Advisors's Nutanix position peaked at $1.31M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Nutanix as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.