13FPulse
⚡ This company reported new earnings on 2026-08-26 (8-K release). The official 10-Q is pending — financials below may still reflect the prior quarter.
NT

NTNX NUTANIX INC - A

2026Q2 · CUSIP 67059N108 · Cloud Computing · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
552
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 535 → now 552
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

552 funds held NTNX at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.7B(YoY +13.0%), the P/E is 69.6x. NTNX has had 19 buying rushes in its history, and the price moved +8.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Cloud Computing.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q4: holders=105 2017Q1: holders=115 2017Q2: holders=142 2017Q3: holders=173 2017Q4: holders=248 2018Q1: holders=281 2018Q2: holders=292 2018Q3: holders=299 2018Q4: holders=317 2019Q1: holders=320 2019Q2: holders=282 2019Q3: holders=262 2019Q4: holders=292 2020Q1: holders=247 2020Q2: holders=252 2020Q3: holders=276 2020Q4: holders=293 2021Q1: holders=274 2021Q2: holders=314 2021Q3: holders=318 2021Q4: holders=306 2022Q1: holders=299 2022Q2: holders=265 2022Q3: holders=287 2022Q4: holders=320 2023Q1: holders=299 2023Q2: holders=316 2023Q3: holders=342 2023Q4: holders=397 2024Q1: holders=468 2024Q2: holders=470 2024Q3: holders=479 2024Q4: holders=515 2025Q1: holders=571 2025Q2: holders=619 2025Q3: holders=623 2025Q4: holders=558 2026Q1: holders=535 2026Q2: holders=552 -75 -37.5 +0 +37.5 +75 94375655 16Q417Q418Q419Q420Q421Q422Q423Q424Q425Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q2 Top 10% +10.7% -5.1%
2025Q1 Top 5% -7.3% -18.2%
2024Q4 Top 20% +1.3% +17.5%
2024Q1 Top 5% -14.5% -26.0%
2023Q4 Top 10% +9.3% +20.5%
2023Q3 Top 10% +15.5% +44.3%
2023Q2 Top 20% +14.9% +32.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
232
Change in large funds
+19
Total value they hold
$13.3B
Funds buying for the first time
108
Funds that sold out entirely
91
Price change that quarter
+40.9%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
69.6
EPS (TTM)
$0.96
EPS YoY
+9500.0%
Revenue (TTM)
$2.7B
Revenue YoY
+13.0%
Net margin
10.0%
ROE
Debt ratio
121.2%
FCF (TTM)
$771M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2023-10-31: EPS -0.07 2024-01-31: EPS 0.12 2024-04-30: EPS -0.06 2024-07-31: EPS -0.50 2024-10-31: EPS 0.10 2025-01-31: EPS 0.19 2025-04-30: EPS 0.22 2025-07-31: EPS 0.14 2025-10-31: EPS 0.21 2026-01-31: EPS 0.36 2026-04-30: EPS 0.25 0M 361M 723M $M -0.55 -0.08 0.40 2016201720182019202020212022202320242025202604/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
40 3821 7602 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-117M53M224M 20162017201820192020202120222023202420252026
Latest quarter $197M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-04-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.