
What smart money is saying about Nutanix
1 fund in our archive has pitched Nutanix — most recently Cambiar Investors Opportunity Fund in September 2026.
Operating across North America, Europe, the Asia Pacific region, the Middle East, Latin America, and Africa, Nutanix, Inc. delivers an enterprise cloud platform. Its foundational Acropolis platform integrates virtualization, enterprise-grade storage, and comprehensive networking visualization and security capabilities. This includes the Acropolis Hypervisor, a robust virtualization solution. For cloud-native deployments, Nutanix Karbon automates the provisioning, operation, and lifecycle management of Kubernetes clusters, complemented by the Nutanix Clusters solution. Management tools include Prism Pro, Nutanix Beam for cloud governance, and Nutanix Calm, an application marketplace offering automation to streamline application lifecycle management and enable potent hybrid cloud orchestration. Their data services encompass Nutanix Files for enterprise-level NFS and SMB file services, Nutanix Objects providing S3-compatible object storage, and Nutanix Era for database automation and Database-as-a-Service (DBaaS). Furthermore, Nutanix Frame operates as a Desktop-as-a-Service (DaaS) offering, enabling the delivery of virtual applications and desktops to end-users from various public cloud environments or private data centers. Beyond its platform, the company provides comprehensive product support, consulting, and implementation services. Its extensive client base spans diverse sectors such as automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, telecommunications, and service providers. Established in 2009, Nutanix maintains its corporate headquarters in San Jose, California.
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Position history
Every position in Nutanix on record in the archive was reported in Q3 2026, across 2 fund letters — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- September 2026
“We also moved basis points from semis to software with the sale of Texas Instruments and purchases of Microsoft and Nutanix.”
Nutanix - September 2026
“The recent purchase of Nutanix (NTNX) is off to a good start, with the stock moving higher in response to a positive earnings report.”
Nutanix
Fund coverage · 1 thesis
- Cambiar Investors Opportunity FundSeptember 2026
Nutanix provides server utilization software and is positioned for revenue and earnings growth as on-premises hardware demand grows.
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