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NTNX · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NTNXMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NTNX
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterNTNXMSFT
Q3 20202 holders, $623m63 holders, $218bn
Q4 20209 holders, $1.0bn66 holders, $228bn
Q1 20217 holders, $845m65 holders, $241bn
Q2 202111 holders, $1.4bn62 holders, $273bn
Q3 202112 holders, $1.5bn64 holders, $283bn
Q4 202110 holders, $1.2bn65 holders, $336bn
Q1 20229 holders, $997m63 holders, $297bn
Q2 20228 holders, $546m67 holders, $245bn
Q3 202210 holders, $810m68 holders, $216bn
Q4 20229 holders, $1.0bn62 holders, $217bn
Q1 202310 holders, $1.1bn65 holders, $254bn
Q2 202311 holders, $1.3bn69 holders, $304bn
Q3 202315 holders, $1.7bn71 holders, $281bn
Q4 202319 holders, $2.6bn66 holders, $333bn
Q1 202421 holders, $3.7bn68 holders, $361bn
Q2 202423 holders, $3.5bn67 holders, $374bn
Q3 202417 holders, $3.4bn69 holders, $356bn
Q4 202411 holders, $3.2bn70 holders, $338bn
Q1 202512 holders, $3.9bn67 holders, $294bn
Q2 202522 holders, $4.8bn65 holders, $401bn
Q3 202513 holders, $4.3bn70 holders, $427bn
Q4 202510 holders, $3.1bn68 holders, $411bn
Q1 20267 holders, $2.3bn64 holders, $312bn
Q2 202610 holders, $3.3bn60 holders, $291bn
NTNX

Nutanix Inc

Holders
19
Reported value
$2.6bn
Buyers
11
Sellers
8

Breadth +3 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
66
Reported value
$333bn
Buyers
20
Sellers
48

Breadth -28 among 93 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2023

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NTNX (4)

Discovery Capital Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Woodline Partners LP

Only MSFT (51)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, and 26 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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