During the third quarter, Abacus FCF Advisors LLC raised its Nutanix position by 26.8%, purchasing an additional 41,728 shares to reach a total holding of 197,185 shares. This allocation represents approximately 1.9% of the firm’s overall portfolio and ranks Nutanix as its 27th largest equity holding. As of the latest Form 13F filing, the advisory firm held 0.07% of Nutanix’s outstanding shares, reflecting a $14.7 million investment in the cloud infrastructure specialist.

Other institutional investors also adjusted their Nutanix exposures during the first two quarters of the year. Twin Tree Management LP initiated a position valued near $29,000 in Q1, while Farther Finance Advisors LLC boosted its stake by 42.6%, acquiring 150 additional shares in Q2. V Square Quantitative Management and Banque Transatlantique each opened new positions worth roughly $45,000–$46,000. Itau Unibanco Holding S.A. increased its holdings by 33%, adding 186 shares in Q2. Collectively, institutional investors now account for 85.25% of Nutanix’s float.

On October 2, director Teresa Gayle Sheppard disposed of 3,500 shares, reducing her ownership by 13.5% to 22,400 shares. On the same day, CEO Rajiv Ramaswami sold 144,707 shares, a 21.6% reduction, leaving him with 524,608 shares. Insider ownership now stands at 2.40% of the company’s total shares, underscoring a meaningful decrease in executive holdings.

In its latest quarterly report, Nutanix delivered revenue of $670.6 million, up 13.5% year-over-year, and achieved non-GAAP EPS of $0.41, in line with consensus. The company recorded a net margin of 8.43% and a return on equity of negative 32.95%. On the sell-side, Northland Securities shifted to market perform, Barclays maintained an overweight rating, Zacks Research moved to hold, Wells Fargo assigned equal weight and Bank of America upheld a buy stance. Analyst sentiment across 19 firms yields an average recommendation of Moderate Buy.