L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 12 Aug 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 11 listed it in both
Shares listed
62,568,042
combined, among listed positions
Reported value
$4.8bn
combined, at the quarter end

Among the 95 comparable managers: 18 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NTNX in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Fidelity (FMR LLC)40,100,013$3.1bn0.17%Added+23,08914 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC5,094,400$389m0.52%Added+480,60013 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC4,712,266$360m0.30%Added+1,108,26114 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP3,279,107$251m0.28%Added+1,415,11713 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP1,209,505$92munder 0.1%Trimmed-119,31314 Aug 2025 (the filing on sec.gov)
Millennium Management LLC1,107,721$85munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP999,635$76m0.16%Added+390,20014 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP985,248$75m0.30%Added+484,76813 Aug 2025 (the filing on sec.gov)
Man Group PLC875,111$67m0.13%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Artisan Partners LP826,916$63m0.09%Trimmed-641,17312 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP587,482$45munder 0.1%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP582,486$45m0.11%Trimmed-270,68614 Aug 2025 (the filing on sec.gov)
Tudor Investment Corp531,253$41m0.09%Newnew14 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP480,328$37m0.07%Newnew14 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP411,869$31m0.06%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC329,574$25m0.09%Newnew14 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC156,230$12m0.05%Trimmed-115,12514 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP98,011$7.5m0.07%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC85,667$6.5munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP81,569$6.2munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
PDT Partners LLC24,640$1.9m0.11%Added+9,04014 Aug 2025 (the filing on sec.gov)
Polen Capital Management LLC9,011$689kunder 0.1%Newnew13 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NTNX by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20168$129mn.a.n.a.
Q4 20161$13mn.a.n.a.
Q1 20173$19mn.a.n.a.
Q2 20171$5.9mn.a.n.a.
Q3 20173$8.0mn.a.n.a.
Q4 20174$545mn.a.n.a.
Q1 20187$1.2bnn.a.n.a.
Q2 201813$1.5bnn.a.n.a.
Q3 201815$1.2bnn.a.n.a.
Q4 20187$1.0bnn.a.n.a.
Q1 20197$1.0bnn.a.n.a.
Q2 20195$595mn.a.n.a.
Q3 20196$558mn.a.n.a.
Q4 20197$871mn.a.n.a.
Q1 20204$455mn.a.n.a.
Q2 20207$730mn.a.n.a.
Q3 20202$623mn.a.n.a.
Q4 20209$1.0bnn.a.n.a.
Q1 20217$845mn.a.n.a.
Q2 202111$1.4bnn.a.n.a.
Q3 202112$1.5bnn.a.n.a.
Q4 202110$1.2bnn.a.n.a.
Q1 20229$997mn.a.n.a.
Q2 20228$546mn.a.n.a.
Q3 202210$810mn.a.n.a.
Q4 20229$1.0bnn.a.n.a.
Q1 202310$1.1bnn.a.n.a.
Q2 202311$1.3bnn.a.n.a.
Q3 202315$1.7bnn.a.n.a.
Q4 202319$2.6bn118
Q1 202421$3.7bn184
Q2 202423$3.5bn1310
Q3 202417$3.4bn1010
Q4 202411$3.2bn94
Q1 202512$3.9bn84
Q2 202522$4.8bn185
Q3 202513$4.3bn77
Q4 202510$3.1bn1422
Q1 20267$2.3bn1418
Q2 202610$3.3bn1812

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NTNX and GOOGL →NTNX and AMZN →NTNX and MSFT →Choose a stock to compare with NTNX →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NTNX, latest filings →Back to the 13F Explorer →