TWO SIGMA INVESTMENTS, LP

Position in NTNX — Nutanix, Inc.

CIK 1179392 NEW YORK, NY

Back to NTNX Full portfolio

Position in NTNX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,136,570

-$18,844,435 QoQ

Shares Held

257,782

-69.4% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#93

of 559 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NTNX Over Time

Shares Held

Position Value (USD)

Derivatives in NTNX

reported options exposure · as of Jun 30, 2026

CallValue

$259,896

CallShares

5,100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. NTNX ranks #34 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,829,283	$682,359,144
2	NET	Cloudflare, Inc.	2,586,183	$634,338,966
3	PLTR	Palantir Technologies Inc.	3,544,053	$413,484,663
4	CRWV	CoreWeave, Inc.	3,431,074	$341,529,105
5	FTNT	Fortinet, Inc.	2,171,408	$333,571,696
6	DOCN	DigitalOcean Holdings, Inc.	1,886,632	$296,257,822
7	GDDY	GoDaddy Inc.	3,485,477	$295,847,287
8	CORZ	Core Scientific, Inc./tx	10,275,907	$262,960,460

All Filings in NTNX

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,896	5,100	-74.0%	Call	Sole	2026-08-14
2026-06-30	$13,136,570	257,782	-69.4%	Shares	Sole	2026-08-14
2026-03-31	$31,981,005	841,384	+1164.7%	Shares	Sole	2026-05-15
2025-09-30	$4,949,017	66,528	-83.8%	Shares	Sole	2025-11-14
2025-06-30	$31,483,266	411,869	+4503.9%	Shares	Sole	2025-08-14
2025-03-31	$624,520	8,946	-90.2%	Shares	Sole	2025-05-15
2024-12-31	$5,564,626	90,955	-91.7%	Shares	Sole	2025-02-14
2024-09-30	$64,819,026	1,093,992	+79.7%	Shares	Sole	2024-11-14
2024-06-30	$34,616,078	608,902	-59.1%	Shares	Sole	2024-08-14
2024-03-31	$91,923,978	1,489,371	+327.3%	Shares	Sole	2024-05-15
2023-12-31	$16,623,303	348,570	-7.6%	Shares	Sole	2024-02-14
2023-09-30	$13,151,504	377,050	+51.5%	Shares	Sole	2023-11-14
2023-06-30	$6,980,130	248,846	+119.4%	Shares	Sole	2023-08-14
2022-12-31	$2,954,851	113,430	-81.3%	Shares	Sole	2023-02-14
2022-09-30	$12,603,649	605,072	+28.5%	Shares	Sole	2022-11-14
2022-06-30	$6,887,262	470,763	+154.1%	Shares	Sole	2022-08-15
2022-03-31	$4,968,753	185,263	-79.6%	Shares	Sole	2022-05-16
2021-12-31	$624,456	19,600	+51.9%	Call	Sole	2022-02-14
2021-12-31	$962,172	30,200	+36.7%	Put	Sole	2022-02-14
2021-12-31	$28,919,130	907,694	-45.6%	Shares	Sole	2022-02-14
2021-09-30	$62,879,641	1,667,895	+19.7%	Shares	Sole	2021-11-15
2021-06-30	$53,250,855	1,393,272	+261.5%	Shares	Sole	2021-08-16
2021-06-30	$844,662	22,100	-23.8%	Put	Sole	2021-08-16
2021-06-30	$493,038	12,900	-56.9%	Call	Sole	2021-08-16
2021-03-31	$794,144	29,900	+30.6%	Call	Sole	2021-05-17
2021-03-31	$770,240	29,000	-6.8%	Put	Sole	2021-05-17
2021-03-31	$10,237,100	385,433	-24.3%	Shares	Sole	2021-05-17
2020-12-31	$729,823	22,900	-3.4%	Call	Sole	2021-02-16
2020-12-31	$991,157	31,100	-10.4%	Put	Sole	2021-02-16
2020-12-31	$16,233,111	509,354	+3286.0%	Shares	Sole	2021-02-16
2020-09-30	$769,646	34,700	+7.4%	Put	Sole	2020-11-16
2020-09-30	$525,666	23,700	-27.1%	Call	Sole	2020-11-16
2020-09-30	$333,653	15,043	-97.1%	Shares	Sole	2020-11-16
2020-06-30	$12,383,089	522,383	+80.6%	Shares	Sole	2020-08-14
2020-06-30	$770,412	32,500	-57.8%	Call	Sole	2020-08-14
2020-06-30	$765,671	32,300	-52.1%	Put	Sole	2020-08-14
2020-03-31	$1,064,920	67,400	—	Put	Sole	2020-05-15
2020-03-31	$1,218,180	77,100	—	Call	Sole	2020-05-15
2020-03-31	$4,569,170	289,188	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.