Waverly Advisors, LLC

Position in NTNX — Nutanix, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in NTNX

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

Position Value

$721,185

+$249,823 QoQ

Shares Held

14,152

+14.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#274

of 559 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waverly Advisors, LLC holds $368,812,663 across 26 Software - Infrastructure names. NTNX ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	689,804	$257,310,688
2	ORCL	Oracle Corp	254,262	$37,262,096
3	PANW	Palo Alto Networks Inc	95,594	$32,599,465
4	CPAY	Corpay, Inc.	35,981	$11,991,387
5	SNPS	Synopsys Inc	14,639	$6,530,018
6	CRWD	CrowdStrike Holdings, Inc.	31,852	$6,076,883
7	PLTR	Palantir Technologies Inc.	48,242	$5,628,394
8	FTNT	Fortinet, Inc.	11,111	$1,706,871

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,185	14,152	+14.1%	Shares	Sole	2026-08-14
2026-03-31	$471,362	12,401	-51.0%	Shares	Sole	2026-05-15
2025-12-31	$1,308,790	25,320	+282.0%	Shares	Sole	2026-02-17
2025-09-30	$493,131	6,629	+37.1%	Shares	Sole	2025-11-14
2025-06-30	$369,587	4,835	+25.3%	Shares	Sole	2025-08-14
2025-03-31	$269,466	3,860	-4.3%	Shares	Sole	2025-05-15
2024-06-30	$229,389	4,035	-6.5%	Shares	Sole	2024-08-14
2024-03-31	$266,383	4,316	-21.8%	Shares	Sole	2024-05-15
2023-12-31	$263,058	5,516	-13.5%	Shares	Sole	2024-02-14
2023-09-30	$222,394	6,376	-25.0%	Shares	Sole	2023-11-14
2023-06-30	$238,453	8,501	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.