Strong Operational Performance Steers Analyst Confidence in Nutanix (NTNX)
On November 26, 2025, Nutanix, Inc. (NASDAQ:NTNX) saw Morgan Stanley’s Sanjit Singh reiterate a “Buy” rating and reduce the price target to $82.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 6,626,271 | $492,928,270 | +41% | 0.32% |
| 2. | Generation Investment Management David Blood And Al Gore | 6,443,573 | $479,337,396 | -4% | 3.18% |
| 3. | Renaissance Technologies Jim Simons | 5,074,802 | $377,514,521 | -1% | 0.5% |
| 4. | Jericho Capital Asset Management Josh Resnick | 2,441,481 | $181,621,772 | 1.89% | |
| 5. | Dorsal Capital Management Ryan Frick And Oliver Evans | 1,350,000 | $100,426,500 | +50% | 2.68% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.64 | 112,693 | $3,115,059.91 | 2,612,700 | 2016-10-27 | Filing | |
| $27.76 | 55,800 | $1,548,851.76 | 2,500,007 | 2016-10-27 | Filing | |
| $27.97 | 233,400 | $6,527,824.56 | 2,444,207 | 2016-10-27 | Filing | |
| $28.76 | 182,200 | $5,240,491.06 | 2,210,807 | 2016-10-27 | Filing | |
| $29.00 | 83,200 | $2,412,708.48 | 2,028,607 | 2016-10-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.87 | 39,394 | $3,028,157.69 | 524,608 | 2025-10-02 | Filing | |
| $76.26 | 105,313 | $8,031,043.00 | 564,002 | 2025-10-02 | Filing | |
| $76.88 | 600 | $46,126.02 | 22,400 | 2025-10-02 | Filing | |
| $76.40 | 2,900 | $221,565.22 | 23,000 | 2025-10-02 | Filing | |
| $76.53 | 10,241 | $783,731.44 | 5,166 | 2025-09-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 40,203,140 | $2,990,711,583 | 0.16% | |
| 2. | 31,166,039 | $2,318,441,640 | 0.04% | |
| 3. | 26,682,475 | $1,984,909,315 | 0.03% | |
| 4. | 9,008,594 | $670,149,308 | 0.02% | |
| 5. | 5,355,285 | $398,379,651 | 11.89% |