Abacus FCF Advisors LLC NTNX — Nutanix, Inc. Class A

Ownership history in Abacus FCF Advisors LLC  ·  8 quarters on record

AI Ownership Summary

Abacus FCF Advisors LLC reported Nutanix, Inc. Class A (NTNX) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.95% in 2025 Q3. The latest visible filing shows NTNX at 1.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NTNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abacus FCF Advisors LLC's position in Nutanix, Inc. Class A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NTNX was reported at 1.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NTNX stock page Abacus FCF Advisors LLC fund profile Abacus FCF Advisors LLC full holdings
How Abacus FCF Advisors LLC held NTNX — position size vs. price
% of Fund (quarterly)    NTNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 197,185 +41,728 +26.8% 1.95% $14.7M 2025-10-20 $68.25
2025 Q2 ADDED — — — 155,457 +2,667 +1.7% 1.67% $11.9M 2025-07-11 $72.40
2025 Q1 ADDED — — — 152,790 +107,583 +238.0% 1.68% $10.7M 2025-04-15 $62.85
2024 Q4 ADDED — — — 45,207 +15,013 +49.7% 0.36% $2.8M 2025-02-13 $70.81
2024 Q3 UNCHANGED — — — 30,194 — 0% 0.41% $1.8M 2024-10-08 $61.19
2024 Q2 ADDED — — — 30,194 +2,920 +10.7% 0.43% $1.7M 2024-07-18 $47.91
2024 Q1 ADDED — — — 27,274 +2,198 +8.8% 0.42% $1.7M 2024-04-12 $63.22
2023 Q4 INITIATED — — — 25,076 — — 0.35% $1.2M 2024-01-04 $44.96

🏢 Other funds also holding NTNX

As of 2026 Q1 — sorted by position size

BAIN CAPITAL INVESTORS LLC 3Y 7Y 6.23% CADIAN CAPITAL MANAGEMENT, LP 3Y 7Y 3.93% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 2.56% CROSSLINK CAPITAL INC 3Y 7Y 2.47% Jericho Capital Asset Management L.P. 3Y 7Y 2.2% Ardmore Road Asset Management LP 3Y 1.98% Champlain Investment Partners, LLC 3Y 7Y 1.93% Dorsal Capital Management, LP 3Y 7Y 1.92% ACCOUNT MANAGEMENT LLC 3Y 7Y 1.87% Bullseye Asset Management LLC 3Y 1.53%

FAQ About Abacus FCF Advisors LLC and NTNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abacus FCF Advisors LLC reported owning NTNX?

Abacus FCF Advisors LLC reported NTNX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NTNX position in Abacus FCF Advisors LLC's portfolio?

The largest reported portfolio weight for NTNX was 1.95% in 2025 Q3.

What is the latest reported NTNX position on this page?

The most recent filing on this page is 2025 Q3, when Abacus FCF Advisors LLC reported 197,185 shares, equal to 1.95% of portfolio, with an estimated market value of $14.7M.

What does the chart on this NTNX ownership page compare?

The chart compares Abacus FCF Advisors LLC's quarterly NTNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abacus FCF Advisors LLC time their NTNX position?

Based on 13F filing dates vs. subsequent NTNX price moves, Abacus FCF Advisors LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on NTNX relative to SPY over the holding period was +1.9%.

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