CWC Advisors, LLC. NTNX — NUTANIX INC

Ownership history in CWC Advisors, LLC.  ·  6 quarters on record

AI Ownership Summary

CWC Advisors, LLC. reported NUTANIX INC (NTNX) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.3% in 2026 Q2. The latest visible filing shows NTNX at 0.30% 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 CWC Advisors, LLC.'s position in NUTANIX INC, 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
2026 Q2

NTNX was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 CWC Advisors, LLC. fund profile CWC Advisors, LLC. full holdings
How CWC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,117 +1,149 +9.6% 0.30% $668K 2026-07-21 $54.19
2026 Q1 ADDED — — — 11,968 +402 +3.5% 0.22% $455K 2026-04-16 $39.54
2025 Q4 ADDED — — — 11,566 +5,930 +105.2% 0.29% $598K 2026-01-26 $43.37
2025 Q3 ADDED — — — 5,636 +234 +4.3% 0.21% $419K 2025-10-10 $68.34
2025 Q2 ADDED — — — 5,402 +746 +16.0% 0.21% $413K 2025-07-10 $73.61
2025 Q1 INITIATED — — — 4,656 — — 0.19% $325K 2025-04-24 $65.74

🏢 Other funds also holding NTNX

As of 2026 Q2 — sorted by position size

Kopp Family Office, LLC 3Y 1.36% Silverberg Bernstein Capital Management LLC 0.92% Pacific Capital Wealth Advisors, Inc. 3Y 0.34% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.3% Oak Thistle LLC 3Y 0.26% Essential Investment Partners LLC 0.25% Burns Matteson Capital Management, LLC 0.24% Assenagon Asset Management S.A. 3Y 7Y 0.21% Plan A Wealth LLC 0.12% ENZI WEALTH 3Y 0.12%

FAQ About CWC 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 CWC Advisors, LLC. reported owning NTNX?

CWC Advisors, LLC. reported NTNX across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported NTNX position in CWC Advisors, LLC.'s portfolio?

The largest reported portfolio weight for NTNX was 0.30% in 2026 Q2.

What is the latest reported NTNX position on this page?

The most recent filing on this page is 2026 Q2, when CWC Advisors, LLC. reported 13,117 shares, equal to 0.30% of portfolio, with an estimated market value of $668K.

What does the chart on this NTNX ownership page compare?

The chart compares CWC 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 CWC Advisors, LLC. time their NTNX position?

Based on 13F filing dates vs. subsequent NTNX price moves, CWC Advisors, LLC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on NTNX relative to SPY over the holding period was -34.1%.

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