Creative Planning

Position in NTNX — Nutanix, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NTNX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,685,469

+$3,467,495 QoQ

Shares Held

170,437

+24.2% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#118

of 559 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. NTNX ranks #21 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,155,769	$1,550,184,952
2	ORCL	Oracle Corp	1,126,280	$165,056,333
3	CRWD	CrowdStrike Holdings, Inc.	710,588	$135,569,531
4	PANW	Palo Alto Networks Inc	379,160	$129,301,142
5	PLTR	Palantir Technologies Inc.	697,629	$81,392,375
6	FTNT	Fortinet, Inc.	437,197	$67,162,202
7	SNPS	Synopsys Inc	119,098	$53,126,044
8	ZS	Zscaler, Inc.	324,922	$45,862,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,685,469	170,437	+24.2%	Shares	Defined	2026-08-13
2026-03-31	$5,217,974	137,279	+204.2%	Shares	Sole	2026-05-12
2025-12-31	$2,332,821	45,131	-10.0%	Shares	Sole	2026-02-17
2025-09-30	$3,732,368	50,173	+144.0%	Shares	Sole	2025-11-14
2025-06-30	$1,571,835	20,563	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$1,443,042	20,671	+51.1%	Shares	Sole	2025-05-15
2024-12-31	$837,064	13,682	-1.3%	Shares	Defined	2025-02-14
2024-09-30	$821,323	13,862	+26.5%	Shares	Defined	2024-10-11
2024-06-30	$622,791	10,955	+45.8%	Shares	Sole	2024-08-15
2024-03-31	$463,825	7,515	+38.0%	Shares	Sole	2024-05-13
2023-12-31	$259,672	5,445	+8975.0%	Shares	Sole	2024-02-14
2023-09-30	$2,092	60	+757.1%	Shares	Sole	2023-11-16
2023-03-31	$181	7	-99.9%	Shares	Sole	2023-05-15
2021-03-31	$202,121	7,610	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.