BAILARD, INC. has opened a new $4.9M position in $NTNX, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NTNX.
$NTNX Hedge Fund Activity
We have seen 388 institutional investors add shares of $NTNX stock to their portfolio, and 234 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAIN CAPITAL INVESTORS LLC removed 5,605,650 shares (-51.1%) from their portfolio in Q2 2025, for an estimated $428,495,886
- GENERATION INVESTMENT MANAGEMENT LLP removed 3,990,699 shares (-37.5%) from their portfolio in Q2 2025, for an estimated $305,049,031
- ROYAL BANK OF CANADA added 2,092,368 shares (+198.6%) to their portfolio in Q2 2025, for an estimated $159,940,609
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 1,661,512 shares (-40.5%) from their portfolio in Q2 2025, for an estimated $127,005,977
- MARSHALL WACE, LLP added 1,415,117 shares (+75.9%) to their portfolio in Q2 2025, for an estimated $108,171,543
- CITADEL ADVISORS LLC removed 1,194,602 shares (-98.1%) from their portfolio in Q2 2025, for an estimated $91,315,376
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,112,177 shares (+221.5%) to their portfolio in Q2 2025, for an estimated $85,014,809
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NTNX Insider Trading Activity
$NTNX insiders have traded $NTNX stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $NTNX stock by insiders over the last 6 months:
- GROEN MAX PIETER DE sold 5,480,467 shares for an estimated $420,954,670
- RAJIV RAMASWAMI (President and CEO) has made 0 purchases and 4 sales selling 207,689 shares for an estimated $16,027,078.
- STEVEN J GOMO sold 15,000 shares for an estimated $1,126,515
- RUKMINI SIVARAMAN (Chief Financial Officer) has made 0 purchases and 3 sales selling 13,491 shares for an estimated $1,045,152.
- BRIAN MARTIN (Chief Legal Officer) sold 10,241 shares for an estimated $783,731
- VIRGINIA GAMBALE sold 7,000 shares for an estimated $546,000
- TERESA GAYLE SHEPPARD has made 0 purchases and 2 sales selling 3,500 shares for an estimated $267,691.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NTNX Analyst Ratings
Wall Street analysts have issued reports on $NTNX in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/28/2025
- Barclays issued a "Overweight" rating on 08/28/2025
- B of A Securities issued a "Buy" rating on 08/28/2025
- JP Morgan issued a "Overweight" rating on 08/28/2025
- Goldman Sachs issued a "Buy" rating on 07/15/2025
- Keybanc issued a "Overweight" rating on 06/26/2025
- Susquehanna issued a "Positive" rating on 05/29/2025
To track analyst ratings and price targets for $NTNX, check out Quiver Quantitative's $NTNX forecast page.
$NTNX Price Targets
Multiple analysts have issued price targets for $NTNX recently. We have seen 10 analysts offer price targets for $NTNX in the last 6 months, with a median target of $89.0.
Here are some recent targets:
- Pinjalim Bora from JP Morgan set a target price of $81.0 on 08/28/2025
- Mike Cikos from Needham set a target price of $80.0 on 08/28/2025
- Tim Long from Barclays set a target price of $82.0 on 08/28/2025
- Wamsi Mohan from B of A Securities set a target price of $93.0 on 08/28/2025
- Aaron Rakers from Wells Fargo set a target price of $71.0 on 08/28/2025
- Matthew Martino from Goldman Sachs set a target price of $95.0 on 07/15/2025
- Brandon Nispel from Keybanc set a target price of $95.0 on 06/26/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NTNX ticker page for more data.
