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 8 sales; 289 institutions reported holding it in 13F filings for Q2 2026, worth $2.09B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in nCino, Inc. as of Mar 31, 2023. 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
- 195
- −2 vs. Q4 2022
- Shares held
- 106.7M
- +3.32M (+3.2%) vs. Q4 2022
- Total value
- $2.64B
- −$89.4M (−3.3%) vs. Q4 2022
- New holders
- 37
- 78 more added
- Sold out
- 39
- 53 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 8 | $198 | 0.00% | −7−46.7% | Reduced |
| TCI Wealth Advisors, Inc. | 10 | $248 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 20 | $496 | 0.00% | −40−66.7% | Reduced |
| Clearstead Advisors, LLC | 20 | $496 | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 20 | $496 | 0.00% | +20 | New |
| Quadrant Capital Group LLC | 29 | $719 | 0.00% | +19+190.0% | Added |
| Harbour Investments, Inc. | 30 | $743 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $843 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $1.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $1.88K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $2.03K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 90 | $2.23K | 0.00% | +90 | New |
| Venturi Wealth Management, LLC | 98 | $2.43K | 0.00% | +98 | New |
| ICA Group Wealth Management, LLC | 100 | $2.48K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 134 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 167 | $4.00K | 0.00% | +167 | New |
| Northwestern Mutual Wealth Management Co | 184 | $4.56K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 190 | $4.71K | 0.00% | −67,909−99.7% | Reduced |
| The PNC Financial Services Group, Inc. | 207 | $5.13K | 0.00% | −24−10.4% | Reduced |
| Allworth Financial LP | 245 | $6.07K | 0.00% | +229+1,431.3% | Added |
| Covestor Ltd | 275 | $7.00K | 0.01% | −1−0.4% | Reduced |
| Loomis Sayles & Co L P | 292 | $7.00K | 0.00% | +292 | New |
| Leonteq Securities AG | 312 | $7.73K | 0.00% | −170−35.3% | Reduced |
| CWM, LLC | 329 | $8.00K | 0.00% | +98+42.4% | Added |
| Bokf, NA | 491 | $12.2K | 0.00% | +491 | New |
| Migdal Insurance & Financial Holdings Ltd. | 566 | $13.0K | 0.00% | +202+55.5% | Added |
| Compagnie Lombard Odier SCmA | 600 | $14.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 767 | $19.0K | 0.00% | −18−2.3% | Reduced |
| FMR LLC | 931 | $23.1K | 0.00% | −177−16.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,002 | $24.8K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,017 | $25.0K | 0.00% | +1,017 | New |
| Shell Asset Management Co | 1,145 | $28.0K | 0.00% | −3−0.3% | Reduced |
| Lazard Asset Management LLC | 1,404 | $34.0K | 0.00% | −11−0.8% | Reduced |
| Quarry LP | 1,442 | $35.7K | 0.02% | −149−9.4% | Reduced |
| Global Retirement Partners, LLC | 1,705 | $38.5K | 0.00% | +656+62.5% | Added |
| First Horizon Advisors, Inc. | 1,663 | $41.2K | 0.00% | +146+9.6% | Added |
| MetLife Investment Management | 1,991 | $49.3K | 0.00% | +4+0.2% | Added |
| Advisors Asset Management, Inc. | 2,015 | $49.9K | 0.00% | −1,175−36.8% | Reduced |
| Spire Wealth Management | 2,055 | $50.9K | 0.00% | +745+56.9% | Added |
| Asset Management One Co.,Ltd. | 2,220 | $55.0K | 0.00% | −2−0.1% | Reduced |
| State of Wyoming | 2,845 | $70.5K | 0.02% | +1,495+110.7% | Added |
| Amundi | 3,645 | $87.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,565 | $88.3K | 0.00% | −81−2.2% | Reduced |
| Deutsche Bank AG | 5,396 | $133.7K | 0.00% | −1,142−17.5% | Reduced |
| Advisory Services Network, LLC | 5,545 | $137.4K | 0.00% | +1,633+41.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,050 | $149.9K | 0.00% | +1,200+24.7% | Added |
| ETF Managers Group, LLC | 6,210 | $153.9K | 0.00% | +6,210 | New |
| PEAK6 Investments LLC | 6,602 | $163.6K | 0.01% | +6,602 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,586 | $188.0K | 0.00% | +1,318+21.0% | Added |
| Rockefeller Capital Management L.P. | 8,549 | $211.0K | 0.00% | +8,533+53,331.3% | Added |
| Wallace Advisory Group, LLC | 8,636 | $214.0K | 0.16% | +8,636 | New |
| Occudo Quantitative Strategies LP | 8,786 | $217.7K | 0.02% | −12,003−57.7% | Reduced |
| Bamco Inc | 9,000 | $223.0K | 0.00% | −1,000−10.0% | Reduced |
| Vident Investment Advisory, LLC | 9,041 | $224.0K | 0.01% | +9,041 | New |
| Banc Funds Co LLC | 9,260 | $229.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,443 | $234.0K | 0.00% | +9,443 | New |
| Tudor Investment Corp Et Al | 9,630 | $239.0K | 0.00% | −16,807−63.6% | Reduced |
| Precision Wealth Strategies, LLC | 9,668 | $239.6K | 0.38% | +1,310+15.7% | Added |
| First Bank & Trust | 9,806 | $243.0K | 0.06% | +779+8.6% | Added |
| Walleye Trading LLC | 10,086 | $249.9K | 0.01% | +10,086 | New |
| SYSTM Wealth Solutions LLC | 10,153 | $251.6K | 0.04% | +10,153 | New |
| KLR Investment Advisors, LLC | 10,978 | $272.0K | 0.24% | −2,762−20.1% | Reduced |
| DC Investments Management, LLC | 11,533 | $285.8K | 0.34% | +11,533 | New |
| Handelsbanken Fonder AB | 11,700 | $290.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 11,797 | $292.0K | 0.00% | −1,162−9.0% | Reduced |
| Sepio Capital, LP | 11,906 | $295.0K | 0.03% | −12,684−51.6% | Reduced |
| Public Employees Retirement Association of Colorado | 12,198 | $302.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 12,472 | $309.1K | 0.01% | +2,853+29.7% | Added |
| Voya Investment Management LLC | 12,652 | $313.5K | 0.00% | −265−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,810 | $317.4K | 0.01% | +5,134+66.9% | Added |
| Alliance Wealth Advisors, LLC | 12,992 | $321.9K | 0.13% | +5,350+70.0% | Added |
| TD Asset Management Inc | 13,410 | $332.3K | 0.00% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 13,493 | $334.4K | 0.08% | +13,493 | New |
| Tower Research Capital LLC (TRC) | 13,683 | $339.0K | 0.01% | +6,223+83.4% | Added |
| DFPG Investments, LLC | 13,761 | $341.0K | 0.04% | +3,117+29.3% | Added |
| Blair William & Co | 14,283 | $353.9K | 0.00% | −1,814−11.3% | Reduced |
| Citigroup Inc | 14,848 | $367.9K | 0.00% | −41,259−73.5% | Reduced |
| Advisor Group Holdings, Inc. | 15,272 | $378.1K | 0.00% | +798+5.5% | Added |
| Commerce Bank | 15,657 | $388.0K | 0.00% | −598−3.7% | Reduced |
| Arizona State Retirement System | 16,059 | $397.9K | 0.00% | +512+3.3% | Added |
| Sompo Asset Management Co., Ltd. | 16,440 | $407.4K | 0.09% | +60+0.4% | Added |
| XTX Topco Ltd | 16,707 | $414.0K | 0.09% | +16,707 | New |
| Select Equity Group, L.P. | 17,442 | $432.2K | 0.00% | −35,052−66.8% | Reduced |
| AtonRa Partners | 17,843 | $442.1K | 0.65% | −3,980−18.2% | Reduced |
| Barclays PLC | 19,028 | $471.5K | 0.00% | −21,937−53.6% | Reduced |
| Russell Investments Group, Ltd. | 20,982 | $519.9K | 0.00% | +16,992+425.9% | Added |
| Baker Tilly Wealth Management, LLC | 21,527 | $533.4K | 0.06% | +6,665+44.8% | Added |
| Greenland Capital Management LP | 22,169 | $549.3K | 0.07% | +22,169 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,257 | $551.5K | 0.00% | +22,257 | New |
| Gotham Asset Management, LLC | 22,632 | $560.8K | 0.01% | +22,632 | New |
| Commonwealth Equity Services, LLC | 22,684 | $562.0K | 0.00% | −1,687−6.9% | Reduced |
| Oak Thistle LLC | 23,161 | $573.9K | 0.34% | +23,161 | New |
| Janus Henderson Group PLC | 26,098 | $646.8K | 0.00% | +13,423+105.9% | Added |
| Global Endowment Management, LP | 26,200 | $649.2K | 0.07% | +26,200 | New |
| Royal Bank of Canada | 27,357 | $678.0K | 0.00% | +7,620+38.6% | Added |
| Ensign Peak Advisors, Inc | 29,230 | $724.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 29,589 | $733.0K | 0.00% | +29,589 | New |