CADIAN CAPITAL MANAGEMENT, LP: NUTANIX INC (NTNX): Quarterly 13F Position History
As of Q1 2026, CADIAN CAPITAL MANAGEMENT, LP reported 850,000 shares of NUTANIX INC (NTNX), worth $32.3M and representing 3.9% of its 13F equity book. Quarter-over-quarter share count change: 527,589 (-38.3%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 850,000Shares Held (Latest Filing)
- $32.3MReported Market Value (Latest Filing)
- 3.9%Portfolio Weight (% of 13F Equity Book)
- 527,589Quarter-over-Quarter Share Change
- -$38.9MQuarter-over-Quarter Value Change
- 1,726,792Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 850,000 | 527,589 | -38.3% | $32.3M | 3.9% | $38.0 |
| Q4 2025 | 1,377,589 | +93,781 | +7.3% | $71.2M | 5.1% | $51.7 |
| Q3 2025 | 1,283,808 | +83,109 | +6.9% | $95.5M | 5.7% | $74.4 |
| Q2 2025 | 1,200,699 | 526,093 | -30.5% | $91.8M | 5.1% | $76.4 |
| Q1 2025 | 1,726,792 | +271,000 | +18.6% | $120.5M | 5.2% | $69.8 |
| Q4 2024 | 1,455,792 | +591,892 | +68.5% | $89.1M | 5.1% | $61.2 |
| Q3 2024 | 863,900 | +132,900 | +18.2% | $51.2M | 2.6% | $59.3 |
| Q2 2024 | 731,000 | +486,000 | +198.4% | $41.6M | 2.1% | $56.9 |
| Q1 2024 | 245,000 | — | — | $15.1M | 0.5% | $61.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did CADIAN CAPITAL MANAGEMENT, LP first disclose a NTNX position in 13F-HR filings?
CADIAN CAPITAL MANAGEMENT, LP first reported NUTANIX INC (NTNX) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was CADIAN CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in NTNX?
Between Q4 2025 and Q1 2026, CADIAN CAPITAL MANAGEMENT, LP reduced its NTNX position by 527,589 shares (-38.3%), leaving 850,000 shares at a market value of $32.3M.
Does the implied price-per-share represent CADIAN CAPITAL MANAGEMENT, LP's cost basis in NTNX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.