nCino, Inc.
NCNO- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001902733
In the last 90 days, nCino, Inc. insiders filed 0 open-market purchases and 9 sales; 289 institutions reported holding it in 13F filings for Q2 2026, worth $2.09B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in nCino, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 233
- +17 vs. Q2 2021
- Shares held
- 91.2M
- +4.15M (+4.8%) vs. Q2 2021
- Total value
- $6.48B
- +$1.26B (+24.1%) vs. Q2 2021
- New holders
- 47
- 88 more added
- Sold out
- 30
- 70 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NCNO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $2.09B |
| Q1 2026 | 283 | $1.81B |
| Q4 2025 | 296 | $3.20B |
| Q3 2025 | 299 | $3.50B |
| Q2 2025 | 277 | $3.78B |
| Q1 2025 | 276 | $3.66B |
| Q4 2024 | 281 | $4.02B |
| Q3 2024 | 273 | $3.69B |
| Q2 2024 | 250 | $3.56B |
| Q1 2024 | 228 | $4.07B |
| Q4 2023 | 209 | $3.63B |
| Q3 2023 | 198 | $3.43B |
| Q2 2023 | 199 | $3.21B |
| Q1 2023 | 195 | $2.64B |
| Q4 2022 | 197 | $2.73B |
| Q3 2022 | 202 | $3.37B |
| Q2 2022 | 188 | $3.06B |
| Q1 2022 | 198 | $4.10B |
| Q4 2021 | 201 | $4.98B |
| Q3 2021 | 233 | $6.48B |
| Q2 2021 | 217 | $5.22B |
| Q1 2021 | 189 | $5.57B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $0 | 0.00% | +3 | New |
| Berman Capital Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Arkadios Wealth Advisors | 12 | $0 | 0.00% | +12 | New |
| Harbour Investments, Inc. | 12 | $1.00K | 0.00% | −1−7.7% | Reduced |
| Clearstead Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.00K | 0.00% | +35 | New |
| FAI Wealth Management | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Meridian Wealth Partners, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Central Bank & Trust Co | 81 | $6.00K | 0.00% | +81 | New |
| Global Retirement Partners, LLC | 85 | $6.00K | 0.00% | +85 | New |
| Delta Asset Management LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 102 | $7.00K | 0.00% | +102 | New |
| Focused Wealth Management, Inc | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 130 | $9.00K | 0.00% | −1,300−90.9% | Reduced |
| Tower Research Capital LLC (TRC) | 148 | $11.0K | 0.00% | −2,697−94.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 164 | $12.0K | 0.00% | −175−51.6% | Reduced |
| Guidance Point Advisors, LLC | 222 | $15.0K | 0.01% | +222 | New |
| The PNC Financial Services Group, Inc. | 220 | $16.0K | 0.00% | +14+6.8% | Added |
| Baillie Gifford & Co | 232 | $16.0K | 0.00% | +32+16.0% | Added |
| FMR LLC | 298 | $21.0K | 0.00% | −1−0.3% | Reduced |
| Evolution Wealth Advisors, LLC | 458 | $33.0K | 0.01% | +207+82.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 536 | $38.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 614 | $43.0K | 0.00% | −63−9.3% | Reduced |
| Compagnie Lombard Odier SCmA | 600 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 639 | $45.0K | 0.00% | +639 | New |
| Wolff Wiese Magana LLC | 660 | $47.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 674 | $48.0K | 0.02% | +674 | New |
| Advisors Asset Management, Inc. | 727 | $52.0K | 0.00% | +727 | New |
| FNY Investment Advisers, LLC | 796 | $56.0K | 0.03% | +796 | New |
| Spire Wealth Management | 822 | $58.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 1,102 | $78.0K | 0.00% | +108+10.9% | Added |
| Asset Management One Co.,Ltd. | 1,194 | $84.0K | 0.00% | −334−21.9% | Reduced |
| IFP Advisors, Inc | 1,222 | $88.0K | 0.00% | +132+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,350 | $96.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,632 | $115.0K | 0.00% | +1,195+273.5% | Added |
| Shell Asset Management Co | 1,676 | $119.0K | 0.00% | −60−3.5% | Reduced |
| Walleye Trading LLC | 1,685 | $120.0K | 0.00% | −8,841−84.0% | Reduced |
| Point72 Hong Kong Ltd | 2,418 | $172.0K | 0.01% | −2,018−45.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,713 | $193.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2,881 | $204.6K | 0.05% | +1,381+92.1% | Added |
| Utah Retirement Systems | 2,900 | $206.0K | 0.00% | +2,900 | New |
| Janus Henderson Group PLC | 2,917 | $207.0K | 0.00% | +2,917 | New |
| ProShare Advisors LLC | 2,951 | $210.0K | 0.00% | +2,951 | New |
| JCSD Capital, LLC | 3,000 | $213.0K | 0.21% | −45,000−93.8% | Reduced |
| Patten Group, Inc. | 2,993 | $213.0K | 0.06% | +2,993 | New |
| Vestmark Advisory Solutions, Inc. | 3,144 | $223.0K | 0.02% | −308−8.9% | Reduced |
| SG Americas Securities, LLC | 3,172 | $225.0K | 0.00% | −7,534−70.4% | Reduced |
| Teza Capital Management LLC | 3,202 | $227.0K | 0.11% | +3,202 | New |
| Prelude Capital Management, LLC | 3,217 | $229.0K | 0.01% | +3,217 | New |
| Gotham Asset Management, LLC | 3,325 | $236.0K | 0.01% | +3,325 | New |
| Edmond de Rothschild Holding S.A. | 3,318 | $236.0K | 0.01% | +3,318 | New |
| NTV Asset Management LLC | 3,350 | $238.0K | 0.04% | −300−8.2% | Reduced |
| Parallel Advisors, LLC | 3,408 | $242.0K | 0.01% | −42−1.2% | Reduced |
| Trexquant Investment LP | 3,674 | $261.0K | 0.02% | +3,674 | New |
| Wolverine Trading, LLC | 3,776 | $265.0K | 0.01% | −12,963−77.4% | Reduced |
| Metropolitan Life Insurance Co | 3,762 | $267.2K | 0.00% | +505+15.5% | Added |
| CIBC Asset Management Inc | 3,860 | $274.0K | 0.00% | +494+14.7% | Added |
| Cerity Partners LLC | 4,000 | $284.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,038 | $286.8K | 0.01% | −6−0.1% | Reduced |
| Maryland State Retirement & Pension System | 4,274 | $304.0K | 0.01% | +743+21.0% | Added |
| Teacher Retirement System of Texas | 4,561 | $324.0K | 0.00% | +917+25.2% | Added |
| Perigon Wealth Management, LLC | 4,720 | $335.0K | 0.03% | −200−4.1% | Reduced |
| HSBC Holdings PLC | 4,799 | $341.0K | 0.00% | +968+25.3% | Added |
| First Bank & Trust | 4,859 | $345.0K | 0.16% | +161+3.4% | Added |
| FORA Capital, LLC | 4,950 | $352.0K | 0.09% | +2,388+93.2% | Added |
| Gsa Capital Partners LLP | 5,141 | $365.0K | 0.04% | −132−2.5% | Reduced |
| LPL Financial LLC | 5,476 | $389.0K | 0.00% | +5,476 | New |
| JustInvest LLC | 5,557 | $395.0K | 0.04% | +5,557 | New |
| Dark Forest Capital Management LP | 5,642 | $401.0K | 0.14% | +5,642 | New |
| Principal Financial Group Inc | 5,769 | $410.0K | 0.00% | +647+12.6% | Added |
| Mid Atlantic Financial Management Inc | 5,817 | $413.0K | 0.03% | +117+2.1% | Added |
| Panagora Asset Management Inc | 5,841 | $415.0K | 0.00% | +4,003+217.8% | Added |
| Sippican Capital Advisors | 5,873 | $417.0K | 0.36% | +5,873 | New |
| Raymond James Financial Services Advisors, Inc. | 5,953 | $423.0K | 0.00% | +331+5.9% | Added |
| Values First Advisors, Inc. | 6,006 | $427.0K | 0.28% | +6,006 | New |
| Engineers Gate Manager LP | 6,378 | $453.0K | 0.03% | −6,271−49.6% | Reduced |
| Xponance, Inc. | 6,378 | $453.0K | 0.01% | +950+17.5% | Added |
| Precision Wealth Strategies, LLC | 6,838 | $486.0K | 0.38% | +1,514+28.4% | Added |
| State of Wisconsin Investment Board | 7,035 | $500.0K | 0.00% | +1,422+25.3% | Added |
| Harbor Financial Services, LLC | 7,120 | $506.0K | 0.22% | −6,056−46.0% | Reduced |
| Two Sigma Securities, LLC | 7,354 | $522.0K | 0.11% | +7,354 | New |
| Victory Capital Management Inc | 7,588 | $539.0K | 0.00% | +370+5.1% | Added |
| ETF Managers Group, LLC | 7,743 | $544.0K | 0.01% | −1,386−15.2% | Reduced |
| Verition Fund Management LLC | 7,715 | $548.0K | 0.01% | −16,327−67.9% | Reduced |
| Arizona State Retirement System | 7,798 | $554.0K | 0.00% | +102+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,355 | $593.0K | 0.38% | −285−3.3% | Reduced |
| Allstate Corp | 8,461 | $601.0K | 0.02% | −76−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,742 | $621.0K | 0.00% | −233−2.6% | Reduced |
| Handelsbanken Fonder AB | 9,100 | $646.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,456 | $672.0K | 0.00% | +3,163+50.3% | Added |
| Royal Bank of Canada | 9,814 | $697.0K | 0.00% | −526−5.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,101 | $717.0K | 0.02% | +10,101 | New |
| Amalgamated Bank | 10,144 | $721.0K | 0.01% | +1,108+12.3% | Added |