Stocklore

Nutanix, Inc. (NTNX)

IT Hardware · US stock

What changed in recent filings

  • Revenue +10% YoYQuarter ended Apr 30, 2026
  • Europe, Middle East & Africa segment 26% → 29%Jul 31, 2024 → Jul 31, 2026
  • Institutions — 2 new · 1 added · 2 reduced13F · as of end of 2026 Q2
  • Risk factors — 2 added · 12 removed · new: Our focus on larger enterprise customers an… +110-K Jul 31, 2025 → Jul 31, 2026 · filed 1 month ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Nutanix, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 26, 2026
    Revenue +15.9% YoY · EPS $4.35
    Released after the close: Aug 26 close → Aug 27 close, the stock moved +6.8% · over the same window, market +0.7% · sector +0.2%
  • 26Q1Released May 27, 2026
    Revenue +10.0% YoY · EPS $0.25
    Released after the close: May 27 close → May 28 close, the stock moved +4.8% · over the same window, market +0.6% · sector +0.9%
  • 25Q4Released Feb 25, 2026
    Revenue +10.4% YoY · EPS $0.36
    Released after the close: Feb 25 close → Feb 26 close, the stock moved +4.0% · over the same window, market -0.6% · sector -0.9%
  • 25Q3Released Nov 25, 2025
    Revenue +13.5% YoY · EPS $0.21
    Released after the close: Nov 25 close → Nov 26 close, the stock moved -17.7% · over the same window, market +0.7% · sector +0.1%

The next earnings release is estimated around Nov 24, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Nutanix, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 52019 Q2 · 52019 Q3 · 52019 Q4 · 32020 Q1 · 42020 Q2 · 22020 Q3 · 42020 Q4 · 42021 Q1 · 42021 Q2 · 32021 Q3 · 52021 Q4 · 52022 Q1 · 62022 Q2 · 72022 Q3 · 52022 Q4 · 62023 Q1 · 52023 Q2 · 52023 Q3 · 42023 Q4 · 62024 Q1 · 42024 Q2 · 32024 Q3 · 32024 Q4 · 42025 Q1 · 52025 Q2 · 62025 Q3 · 62025 Q4 · 62026 Q1 · 42026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Nutanix, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • PRIMECAP Management0.09% of portfolio · held as of 2019 Q1 or earlier
  • Generation Investment Management3.32% of portfolio · since 2019 Q2
  • Fundsmith0.20% of portfolio · since 2025 Q4
  • Bridgewater AssociatesNew this quarter0.21% of portfolio · since 2026 Q2
  • BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Nutanix, Inc. Class A Common Stock represents ownership in Nutanix, a cloud software company focused on helping enterprises run applications and manage data across hybrid multicloud environments. Nutanix’s core platform combines virtualization, storage, networking, and infrastructure management into a unified software layer designed for use in private data centers, public clouds, and edge locations. The company serves organizations that need consistent cloud operations across different environments, including large enterprises and technology-driven businesses. Its products and services are used to simplify infrastructure management, support application deployment, and improve control over distributed data workloads. Nutanix operates in the infrastructure software segment of the broader enterprise technology market, where it plays a significant role in modernizing IT operations for customers seeking flexible cloud architecture and centralized management capabilities.

What is the IT Hardware sector?

PCs, servers, and storage. Benefits from data centers alongside chips.

Nutanix, Inc. is classified under the IT Hardware sector. See peers below.

Nutanix, Inc. key financials

Based on SEC filings · as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

Nutanix, Inc. vs IT Hardware sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
12.4%vs benchmark 20.6%↓ below
Operating margin
9.2%vs benchmark 25.8%↓ below
Net margin
52.8%vs benchmark 21.8%↑ above
ROE
214.5%vs benchmark 27.4%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

NTNX revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-04-30 revenue was $0.7B, +10.0% YoY.

The largest segment is United States, 53.6% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the United States segment (about 48% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

NTNX segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jul '24Jan '25Jul '25Jan '26Jul '26
United States 54%Europe, Middle East & Africa 29%Asia-Pacific 15%Other Americas 3%

ETFs holding Nutanix, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

ITOTiShares Core S&P Total U.S. Stock Market ETF
0.02%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.02%

NTNX on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the IT Hardware average
See full NTNX analysis →

Peers · IT Hardware

NTNX FAQ

What is Nutanix, Inc. (NTNX)?

Nutanix, Inc. Class A Common Stock represents ownership in Nutanix, a cloud software company focused on helping enterprises run applications and manage data across hybrid multicloud environments. Nutanix’s core platform combines virtualization, storage, networking, and infrastructure management into a unified software layer designed for use in private data centers, public clouds, and edge locations. The company serves organizations that need consistent cloud operations across different environments, including large enterprises and technology-driven businesses. Its products and services are used to simplify infrastructure management, support application deployment, and improve control over distributed data workloads. Nutanix operates in the infrastructure software segment of the broader enterprise technology market, where it plays a significant role in modernizing IT operations for customers seeking flexible cloud architecture and centralized management capabilities.

What sector is Nutanix, Inc. in?

Nutanix, Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.

What are Nutanix, Inc.'s key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 12.4%, Operating margin 9.2%, Net margin 52.8%, ROE 214.5%. Definitions and interpretation are available on Stocklore.

What are Nutanix, Inc.'s main revenue segments?

The largest segment is United States, about 53.6% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Nutanix, Inc. (NTNX) stock?

On Stocklore you can see NTNX's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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