Position in NTNX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$103,666,755
-$48,759,236 QoQ
Shares Held
2,034,277
-49.3% QoQ
Ownership
0.753%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#24
of 559 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NTNX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Champlain Investment Partners, LLC holds $428,802,670 across 11 Software - Infrastructure names. NTNX ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTNX |
Nutanix, Inc.
This page
|
2,034,277 | $103,666,755 | |
| 2 | OKTA |
Okta, Inc.
|
412,985 | $56,351,803 | |
| 3 | SNPS |
Synopsys Inc
|
121,225 | $54,074,835 | |
| 4 | RBRK |
Rubrik, Inc.
|
456,286 | $36,630,640 | |
| 5 | TOST |
Toast, Inc.
|
1,313,974 | $36,554,756 | |
| 6 | PANW |
Palo Alto Networks Inc
|
106,814 | $36,425,710 | |
| 7 | MDB |
MongoDB, Inc.
|
76,575 | $25,721,542 | |
| 8 | S |
SentinelOne, Inc.
|
1,421,491 | $24,122,702 |
All Filings in NTNX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,666,755 | 2,034,277 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $152,425,991 | 4,010,155 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $176,323,635 | 3,411,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $259,056,703 | 3,482,413 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,919,328 | 3,635,784 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $288,723,130 | 4,135,842 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $304,769,148 | 4,981,516 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $354,867,150 | 5,989,319 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,249,398 | 5,773,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $259,885,082 | 4,210,711 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $399,667,046 | 8,380,521 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $359,397,799 | 10,303,836 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $242,811,767 | 8,656,391 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $196,491,703 | 7,560,281 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $141,169,013 | 5,419,156 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $113,732,945 | 5,460,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $81,596,045 | 5,577,310 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $153,055,169 | 5,706,755 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $180,920,036 | 5,678,595 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $200,242,607 | 5,311,475 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $47,802,003 | 2,155,185 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $74,750,991 | 3,153,385 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $57,657,202 | 3,649,190 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||