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 2023
Institutional positions in nCino, Inc. as of Sep 30, 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
- 198
- −1 vs. Q2 2023
- Shares held
- 107.9M
- +1.22M (+1.1%) vs. Q2 2023
- Total value
- $3.43B
- +$222.9M (+6.9%) vs. Q2 2023
- New holders
- 35
- 55 more added
- Sold out
- 36
- 78 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| Steward Financial Group LLC | 14 | $0 | 0.00% | +14 | New |
| First Manhattan Co | 3 | $95 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $127 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $128 | 0.00% | +4 | New |
| UBS Group AG | 14 | $445 | 0.00% | −28−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 14 | $446 | 0.00% | +14 | New |
| Quadrant Capital Group LLC | 24 | $764 | 0.00% | +18+300.0% | Added |
| Harbour Investments, Inc. | 30 | $954 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 37 | $1.18K | 0.00% | −5−11.9% | Reduced |
| Focused Wealth Management, Inc | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 53 | $1.69K | 0.00% | +53 | New |
| Bogart Wealth, LLC | 60 | $1.91K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 82 | $2.61K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $2.89K | 0.00% | +6+7.1% | Added |
| Allworth Financial LP | 97 | $3.08K | 0.00% | −60−38.2% | Reduced |
| Venturi Wealth Management, LLC | 98 | $3.12K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $3.82K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 120 | $3.82K | 0.00% | +120 | New |
| Northwestern Mutual Wealth Management Co | 184 | $5.85K | 0.00% | −50−21.4% | Reduced |
| Bessemer Group Inc | 200 | $6.00K | 0.00% | −351−63.7% | Reduced |
| Wolff Wiese Magana LLC | 189 | $6.01K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 211 | $6.71K | 0.00% | +211 | New |
| Leonteq Securities AG | 227 | $7.22K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 264 | $8.00K | 0.00% | +97+58.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 272 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 272 | $9.00K | 0.01% | −1−0.4% | Reduced |
| Quent Capital, LLC | 371 | $11.8K | 0.00% | +237+176.9% | Added |
| Compagnie Lombard Odier SCmA | 600 | $19.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 644 | $20.5K | 0.00% | −37−5.4% | Reduced |
| Salomon & Ludwin, LLC | 834 | $26.5K | 0.00% | +834 | New |
| Comerica Bank | 945 | $30.0K | 0.00% | −2,607−73.4% | Reduced |
| Shell Asset Management Co | 1,136 | $36.0K | 0.00% | −2−0.2% | Reduced |
| FMR LLC | 1,334 | $42.4K | 0.00% | +277+26.2% | Added |
| Advisors Asset Management, Inc. | 1,364 | $43.4K | 0.00% | −400−22.7% | Reduced |
| MetLife Investment Management | 1,641 | $52.2K | 0.00% | +2+0.1% | Added |
| Lazard Asset Management LLC | 1,688 | $53.0K | 0.00% | +284+20.2% | Added |
| Asset Management One Co.,Ltd. | 1,683 | $53.5K | 0.00% | −136−7.5% | Reduced |
| Global Retirement Partners, LLC | 1,924 | $57.4K | 0.00% | +219+12.8% | Added |
| First Horizon Advisors, Inc. | 1,969 | $62.6K | 0.00% | +27+1.4% | Added |
| Amundi | 3,664 | $102.6K | 0.00% | −37,494−91.1% | Reduced |
| Bamco Inc | 3,500 | $111.3K | 0.00% | −4,500−56.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,538 | $112.5K | 0.00% | +3,062+643.3% | Added |
| Parallel Advisors, LLC | 3,545 | $112.7K | 0.00% | −35−1.0% | Reduced |
| Deutsche Bank AG | 4,313 | $137.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,558 | $144.9K | 0.03% | +2,292+101.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,700 | $149.5K | 0.00% | −150−3.1% | Reduced |
| Centiva Capital, LP | 4,933 | $156.9K | 0.01% | −8,449−63.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,057 | $160.8K | 0.01% | +2,036+67.4% | Added |
| PEAK6 Investments LLC | 5,464 | $173.8K | 0.01% | −4,170−43.3% | Reduced |
| State of Wisconsin Investment Board | 6,585 | $209.4K | 0.00% | +6,585 | New |
| Victory Capital Management Inc | 6,701 | $213.1K | 0.00% | +6,701 | New |
| Family Management Corp | 7,062 | $224.6K | 0.05% | −1,245−15.0% | Reduced |
| Sepio Capital, LP | 7,221 | $229.6K | 0.02% | −4,685−39.3% | Reduced |
| Wallace Advisory Group, LLC | 8,435 | $254.1K | 0.18% | −201−2.3% | Reduced |
| Premier Fund Managers Ltd | 8,086 | $256.0K | 0.01% | +8,086 | New |
| KLR Investment Advisors, LLC | 10,535 | $261.1K | 0.24% | −1,957−15.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,538 | $271.5K | 0.00% | +8,538 | New |
| Banc Funds Co LLC | 9,260 | $294.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 9,575 | $304.5K | 0.08% | +749+8.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,704 | $308.6K | 0.00% | +2,118+27.9% | Added |
| Parkwood LLC | 9,745 | $310.0K | 0.06% | −8,792−47.4% | Reduced |
| Capstone Investment Advisors, LLC | 9,799 | $311.6K | 0.01% | +9,799 | New |
| SYSTM Wealth Solutions LLC | 10,082 | $320.6K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,548 | $335.4K | 0.03% | +10,548 | New |
| Public Employees Retirement Association of Colorado | 10,603 | $337.0K | 0.00% | −1,595−13.1% | Reduced |
| Amalgamated Bank | 10,645 | $339.0K | 0.00% | −351−3.2% | Reduced |
| Mariner, LLC | 10,687 | $339.9K | 0.00% | +10,687 | New |
| DFPG Investments, LLC | 12,116 | $343.2K | 0.03% | −2,949−19.6% | Reduced |
| Voya Investment Management LLC | 10,848 | $345.0K | 0.00% | −134−1.2% | Reduced |
| Precision Wealth Strategies, LLC | 11,044 | $351.2K | 0.38% | +1,503+15.8% | Added |
| DC Investments Management, LLC | 11,533 | $366.7K | 0.46% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,601 | $369.0K | 0.00% | +11,601 | New |
| Handelsbanken Fonder AB | 11,700 | $372.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,937 | $379.6K | 0.00% | +11,937 | New |
| Harbor Capital Advisors, Inc. | 11,960 | $380.3K | 0.08% | −2,939−19.7% | Reduced |
| Graham Capital Management, L.P. | 12,365 | $393.2K | 0.01% | +12,365 | New |
| Alliance Wealth Advisors, LLC | 13,245 | $421.2K | 0.16% | +239+1.8% | Added |
| AtonRa Partners | 13,273 | $422.1K | 0.89% | −2,483−15.8% | Reduced |
| Mirador Capital Partners LP | 13,493 | $429.1K | 0.10% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,383 | $457.4K | 0.00% | +243+1.7% | Added |
| Citigroup Inc | 15,428 | $490.6K | 0.00% | −9,566−38.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,171 | $514.2K | 0.08% | −4,060−20.1% | Reduced |
| Quantinno Capital Management LP | 16,425 | $522.0K | 0.02% | +16,425 | New |
| Bayesian Capital Management, LP | 17,382 | $552.7K | 0.06% | +17,382 | New |
| Russell Investments Group, Ltd. | 17,566 | $558.2K | 0.00% | −4,778−21.4% | Reduced |
| Balyasny Asset Management LLC | 18,438 | $586.3K | 0.00% | −124,122−87.1% | Reduced |
| Oak Thistle LLC | 18,732 | $595.7K | 0.18% | +18,732 | New |
| Lloyd Advisory Services, LLC. | 20,074 | $638.4K | 0.21% | +20,074 | New |
| Norden Group LLC | 20,074 | $638.4K | 0.21% | +20,074 | New |
| Advisor Group Holdings, Inc. | 21,350 | $678.8K | 0.00% | +4,627+27.7% | Added |
| Commonwealth Equity Services, LLC | 22,885 | $728.0K | 0.00% | +140+0.6% | Added |
| LPL Financial LLC | 23,685 | $753.2K | 0.00% | +6,200+35.5% | Added |
| Janus Henderson Group PLC | 25,979 | $826.4K | 0.00% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 26,904 | $855.5K | 0.05% | +933+3.6% | Added |
| Gotham Asset Management, LLC | 28,086 | $893.1K | 0.02% | +28,086 | New |
| Portside Wealth Group, LLC | 28,564 | $910.0K | 0.17% | −20.0% | Reduced |
| Ensign Peak Advisors, Inc | 29,230 | $929.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 29,261 | $930.5K | 0.00% | −441,456−93.8% | Reduced |