What is the 13F Pro Quality Score for NTNX?

13F Pro ranks Nutanix, Inc. (NTNX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View NTNX's current score at https://13fpro.ai/research/NTNX (free sign-up required for the full ranking).

Which hedge funds own the most NTNX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of NTNX include FMR, BlackRock,, AQR CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/NTNX as soon as new 13F filings post.

Where does 13F Pro source NTNX data?

All Nutanix, Inc. fundamentals and ownership data come directly from SEC EDGAR. Nutanix, Inc. files with the SEC under CIK 1618732. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is NTNX in?

Nutanix, Inc. (NTNX) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives NTNX's revenue?

Per Nutanix, Inc.'s latest 10-Q filed with the SEC on 2026-05-29, the biggest revenue drivers are: Subscription revenue ($1,993.2M, +11% YoY); Professional services and other revenue ($103.3M, +15% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/NTNX.

What are NTNX's largest expenses?

Nutanix, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($846.4M, +9% YoY); Research and development ($585.8M, +8% YoY); General and administrative ($189.2M, +9% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (nine months ended April 30, 2026).

How often is NTNX research updated on 13F Pro?

NTNX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Nutanix, Inc.(NTNX)Stock Analysis

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13F Pro Quality Score

68.8/100

Rank #401 of 2,879 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

70.2/100

Profitability

74.7/100

Balance Sheet

77.7/100

Earnings Quality

30.0/100

Free Cash Flow

85.1/100

Institutional Flow

63.4/100

Revenue Scale

66.9/100

Dilution Risk

13.2/100

NTNX Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Nutanix, Inc. (NTNX), a Technology sector company. 13F Pro's AI-powered ranking engine scores NTNX at 68.8/100 on a 32-signal composite quality model, placing it at rank #401 of 2,879 stocks — the top 25% of the AI-ranked universe. NTNX scores in the top quartile across free cash flow (85.1), balance sheet strength (77.7). Areas of concern include earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 13.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), Nutanix, Inc. reports quarterly revenue of $703.1M, net income of $72.1M, an operating margin of 10.0%. Top institutional holders of NTNX by reported 13-F value include FMR, BlackRock,, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. NTNX trades on the Nasdaq exchange and files with the SEC under CIK 1618732. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NTNX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Nutanix, Inc. directly from SEC EDGAR. Nutanix, Inc.'s 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 68.8 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about Nutanix, Inc.

Quirks, history, and lore behind NTNX — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise technology company · mid-cap · listed on Nasdaq · headquartered in San Jose, California.
2
The Numbers
Annual revenue in the range of $2 billion, with a customer base of roughly 25,000 organizations worldwide — governments, hospitals, and Fortune 500 firms all in the mix.
3
The History
Founded in 2009 by engineers who came out of Google and VMware, it went public in 2016 and set out to make data center hardware irrelevant.
4
The Secret
Its core trick is hyperconverged infrastructure — collapsing servers, storage, and networking into a single software-defined appliance that IT teams actually enjoy managing.
5
The Lore
It spent years as a darling of the VMware alternative crowd, and when Broadcom's acquisition of VMware shook up the market, customers came looking for exactly this company's AOS cloud platform.
6
The Giveaway
Its name is a nod to the nutshell — the idea of fitting an entire data center into a compact, elegant package — and its ticker is four letters that rhyme with "extinct."

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What's Driving NTNX's Business? Latest 10-Q Breakdown

✓ 26/26 datapoints verified

AI-extracted from Nutanix, Inc.'s 10-Q filed 2026-05-29 — Q3 FY2026 (nine months ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Nutanix revenue grew 11% YoY to $2.1B in the nine-month period, with ARR reaching $2.43B and net income of $237.2M, driven by subscription and support growth amid infrastructure market shift.

Biggest Revenue Drivers

Total revenue: $2,096.5M+11% YoY

Subscription revenue$1,993.2M+11% YoY

Includes software maintenance subscriptions, support subscriptions, subscription software licenses, and cloud-based SaaS offerings recognized ratably or upfront.

Professional services and other revenue$103.3M+15% YoY

Professional services revenue and immaterial non-subscription product revenue.

Largest Expense Items

Sales and marketing$846.4M+9% YoY

Personnel costs and marketing spending increased due to 7% sales headcount growth and increased marketing events.

Research and development$585.8M+8% YoY

Higher personnel-related costs from 8% R&D headcount growth and increased IT and facilities costs.

General and administrative$189.2M+9% YoY

Higher personnel costs from 10% G&A headcount growth and increased legal and outside services costs.

Cost of support, maintenance and other services$255.2M+12% YoY

Growth in global customer support organization personnel costs.

Margins: Gross margin improved to 87.1% from 86.7%, while non-GAAP operating margin expanded to 22.8% from 22.1%, reflecting improved gross profit leverage despite increased operating expense investments in sales, R&D, and G&A personnel.

Watch Items from the Filing

Partner concentration: Partner A (17% revenue), Partner B (13% AR), Partner C (23% revenue, 11% AR), Partner D (11% AR), Partner E (15% revenue, 10% AR) represent significant portion of sales and receivables.
Hardware supply chain constraints became acute in Q2 FY2026, resulting in higher hardware pricing and extended lead times, impacting customer deployment timing and revenue recognition.
Net dollar-based retention rate declined to 106% as of April 30, 2026 from 110% as of April 30, 2025, indicating pressure on customer expansion.
Legal: DOJ investigating historical conduct by former employee; Tessell lawsuit for defamation/trade libel filed March 2026, stayed pending arbitration; outcomes and materiality unpredictable.
Convertible notes due: $500M principal of 2027 Notes due October 1, 2027 (conversion price ~$57.74); $862.5M of 2029 Notes due December 15, 2029 (conversion price ~$85.83); both exceed current stock price.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q3 2026

$703.1M

Net Income

Q3 2026

$72.1M

Free Cash Flow

Q3 2026

$197.2M

Operating Margin

Q3 2026

10.0%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+36.2% YoY

$2.54BFY 2025

FY21 $1.39BFY22 $1.58BFY23 $1.86BFY25 $2.54B

Net Income

+174.0% YoY

$188.4MFY 2025

FY21 $-1.04BFY22 $-798.9MFY23 $-254.6MFY25 $188.4M

Operating Income

+183.3% YoY

$172.5MFY 2025

FY21 $-662.1MFY22 $-458.9MFY23 $-207.2MFY25 $172.5M

EPS (Diluted)

+159.6% YoY

$0.65FY 2025

FY21 $-5.02FY22 $-3.62FY23 $-1.09FY25 $0.65

Total Assets

+29.9% YoY

$3.28BFY 2025

FY21 $2.28BFY22 $2.37BFY23 $2.53BFY25 $3.28B

Op. Cash Flow

+201.6% YoY

$821.5MFY 2025

FY21 $-99.8MFY22 $67.5MFY23 $272.4MFY25 $821.5M

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$2.54B +36.2%	$1.86B +17.8%	$1.58B +13.4%	$1.39B +6.6%	$1.31B +5.8%	$1.24B
Net Income	$188.4M +174.0%	$-254.6M +68.1%	$-798.9M +22.9%	$-1.04B -18.6%	$-872.9M -40.5%	$-621.2M
Operating Income	$172.5M +183.3%	$-207.2M +54.9%	$-458.9M +30.7%	$-662.1M +20.1%	$-828.9M -38.6%	$-598.0M
EPS (Diluted)	$0.65 +159.6%	$-1.09 +69.9%	$-3.62 +27.9%	$-5.02 -12.1%	$-4.48	—
Total Assets	$3.28B +29.9%	$2.53B +6.8%	$2.37B +3.9%	$2.28B +28.8%	$1.77B -1.0%	$1.79B
Operating Cash Flow	$821.5M +201.6%	$272.4M +303.3%	$67.5M +167.7%	$-99.8M +37.6%	$-159.9M -479.2%	$42.2M

AI Insight: NTNX Financial Trends

Nutanix achieved 28% revenue growth and expanded operating margin to 10.1% in Q2 2026, but negative equity persists and widened in Q1 2026.

• Revenue grew from $548M (Q3 2024) to $703M (Q2 2026), a 28% increase over 18 months with consistent quarterly growth.

• Operating margin improved from -2.2% (Q3 2024) to 10.1% (Q2 2026); operating income positive for six consecutive quarters.

• Operating cash flow remained stable, averaging $206M across last four quarters, demonstrating cash generation capability.

⚠ Negative equity deteriorated to -$831M in Q1 2026 before recovering to -$726M in Q2 2026; balance sheet remains structurally inverted.

⚠ Net income volatility persists: Q2 2026 at $72M but Q3 2025 dropped to $39M; profitability consistency requires monitoring.

AI Insight: NTNX Ratio Trends

Operating margin expanded to 10.0% in Q2 2026, marking Nutanix's highest profitability level in the tracked period as the company stabilizes after Q3 2025 softness.

• Operating margin recovered from 4.8% in Q3 2025 to 10.0% in Q2 2026, matching Q4 2024–Q2 2025 performance range.

• Net profit margin improved to 10.2% in Q2 2026 from 5.9% in Q3 2025, highest in the dataset.

• ROA climbed to 8.4% in Q2 2026 from 4.7% in Q3 2025, demonstrating stronger asset efficiency.

⚠ Q3 2025 dip to 4.8% operating margin warrants monitoring—first material sequential decline since profitability recovery began.

⚠ ROE, ROA, and ROIC data unavailable for Q1 2026 and TTM; limits visibility into capital efficiency trends.

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Available Research

13F Pro tracks comprehensive data for Nutanix, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of NTNX

FMR LLC
$1.5B39,836,018 sh
BlackRock, Inc.
$1.0B27,310,073 sh
AQR CAPITAL MANAGEMENT LLC
$576.0M15,154,514 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$532.5M14,009,225 sh
VANGUARD CAPITAL MANAGEMENT LLC
$459.2M12,080,325 sh
STATE STREET CORP
$307.9M8,099,619 sh
GENERATION INVESTMENT MANAGEMENT LLP
$285.2M7,503,821 sh
GEODE CAPITAL MANAGEMENT, LLC
$206.0M5,417,248 sh
BAIN CAPITAL INVESTORS LLC
$203.6M5,355,285 sh
FIL Ltd
$197.3M5,191,602 sh

Fund	Value	Shares
FMR LLC	$1.5B	39,836,018
BlackRock, Inc.	$1.0B	27,310,073
AQR CAPITAL MANAGEMENT LLC	$576.0M	15,154,514
VANGUARD PORTFOLIO MANAGEMENT LLC	$532.5M	14,009,225
VANGUARD CAPITAL MANAGEMENT LLC	$459.2M	12,080,325
STATE STREET CORP	$307.9M	8,099,619
GENERATION INVESTMENT MANAGEMENT LLP	$285.2M	7,503,821
GEODE CAPITAL MANAGEMENT, LLC	$206.0M	5,417,248
BAIN CAPITAL INVESTORS LLC	$203.6M	5,355,285
FIL Ltd	$197.3M	5,191,602

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Is NTNX a good stock to buy?

13F Pro's AI-powered analysis of Nutanix, Inc. (NTNX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NTNX are available on the NTNX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own NTNX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NTNX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Nutanix, Inc.'s investment landscape.