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, Q4 2023
Institutional positions in nCino, Inc. as of Dec 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
- 209
- +13 vs. Q3 2023
- Shares held
- 107.8M
- +318.1K (+0.3%) vs. Q3 2023
- Total value
- $3.63B
- +$203.2M (+5.9%) vs. Q3 2023
- New holders
- 35
- 70 more added
- Sold out
- 22
- 84 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 8 | $0 | 0.00% | −5−38.5% | Reduced |
| SJS Investment Consulting Inc. | 4 | $135 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $169 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 6 | $202 | 0.00% | −18−75.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $202 | 0.00% | +2+50.0% | Added |
| GAMMA Investing LLC | 15 | $472 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 16 | $539 | 0.00% | +2+14.3% | Added |
| Bogart Wealth, LLC | 25 | $841 | 0.00% | −35−58.3% | Reduced |
| Ronald Blue Trust, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Harbour Investments, Inc. | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $1.68K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $1.68K | 0.00% | +50 | New |
| Gradient Investments LLC | 53 | $1.78K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 67 | $2.25K | 0.00% | +67 | New |
| Lindbrook Capital, LLC | 85 | $2.86K | 0.00% | −6−6.6% | Reduced |
| Farther Finance Advisors, LLC | 89 | $2.99K | 0.00% | +89 | New |
| Private Trust Co NA | 93 | $3.13K | 0.00% | −27−22.5% | Reduced |
| ICA Group Wealth Management, LLC | 100 | $3.36K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 119 | $4.00K | 0.00% | +82+221.6% | Added |
| Venturi Wealth Management, LLC | 131 | $4.41K | 0.00% | +33+33.7% | Added |
| Loomis Sayles & Co L P | 160 | $5.00K | 0.00% | −104−39.4% | Reduced |
| GWM Advisors LLC | 174 | $5.85K | 0.00% | +174 | New |
| Wolff Wiese Magana LLC | 189 | $6.36K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $6.73K | 0.00% | +16+8.7% | Added |
| Private Wealth Management Group, LLC | 208 | $7.00K | 0.00% | +208 | New |
| West Tower Group, LLC | 234 | $7.87K | 0.02% | +23+10.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 249 | $9.00K | 0.00% | −23−8.5% | Reduced |
| Quent Capital, LLC | 388 | $13.0K | 0.00% | +17+4.6% | Added |
| Johnson Financial Group, Inc. | 477 | $16.0K | 0.00% | +477 | New |
| Compagnie Lombard Odier SCmA | 600 | $20.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 627 | $21.1K | 0.00% | −17−2.6% | Reduced |
| Comerica Bank | 719 | $24.2K | 0.00% | −226−23.9% | Reduced |
| Bank of Montreal | 714 | $24.5K | 0.00% | +714 | New |
| Salomon & Ludwin, LLC | 834 | $26.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 856 | $29.0K | 0.00% | −280−24.6% | Reduced |
| Advisors Asset Management, Inc. | 1,025 | $34.5K | 0.00% | −339−24.9% | Reduced |
| Global Retirement Partners, LLC | 1,242 | $42.9K | 0.00% | −682−35.4% | Reduced |
| MetLife Investment Management | 1,612 | $54.2K | 0.00% | −29−1.8% | Reduced |
| Lazard Asset Management LLC | 1,839 | $61.0K | 0.00% | +151+8.9% | Added |
| Asset Management One Co.,Ltd. | 1,882 | $64.3K | 0.00% | +199+11.8% | Added |
| FMR LLC | 2,053 | $69.0K | 0.00% | +719+53.9% | Added |
| Covestor Ltd | 2,111 | $71.0K | 0.05% | +1,839+676.1% | Added |
| First Horizon Advisors, Inc. | 2,211 | $74.4K | 0.00% | +242+12.3% | Added |
| Tower Research Capital LLC (TRC) | 3,080 | $103.6K | 0.00% | −1,977−39.1% | Reduced |
| The PNC Financial Services Group, Inc. | 3,286 | $110.5K | 0.00% | −252−7.1% | Reduced |
| Parallel Advisors, LLC | 3,534 | $118.8K | 0.00% | −11−0.3% | Reduced |
| Smartleaf Asset Management LLC | 3,902 | $133.3K | 0.04% | +3,902 | New |
| PEAK6 Investments LLC | 3,982 | $133.9K | 0.01% | −1,482−27.1% | Reduced |
| Deutsche Bank AG | 4,313 | $145.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,700 | $158.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,077 | $170.7K | 0.00% | +5,077 | New |
| State of Wyoming | 5,230 | $175.9K | 0.03% | +672+14.7% | Added |
| EntryPoint Capital, LLC | 6,183 | $207.9K | 0.20% | +6,183 | New |
| Nomura Holdings Inc | 6,287 | $211.4K | 0.00% | +6,287 | New |
| Mariner, LLC | 6,677 | $224.6K | 0.00% | −4,010−37.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,790 | $228.3K | 0.00% | +6,790 | New |
| Sepio Capital, LP | 7,221 | $242.8K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,348 | $247.1K | 0.02% | +7,348 | New |
| Wallace Advisory Group, LLC | 7,852 | $249.7K | 0.20% | −583−6.9% | Reduced |
| Premier Fund Managers Ltd | 8,086 | $276.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,209 | $276.1K | 0.00% | +1,508+22.5% | Added |
| Edgestream Partners, L.P. | 8,396 | $282.4K | 0.02% | +8,396 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,542 | $287.3K | 0.00% | −1,162−12.0% | Reduced |
| Capstone Investment Advisors, LLC | 8,583 | $288.6K | 0.00% | −1,216−12.4% | Reduced |
| Banc Funds Co LLC | 9,260 | $311.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 9,284 | $312.2K | 0.00% | +746+8.7% | Added |
| Public Employees Retirement Association of Colorado | 9,352 | $315.0K | 0.00% | −1,251−11.8% | Reduced |
| AtonRa Partners | 9,929 | $333.9K | 0.67% | −3,344−25.2% | Reduced |
| Boothbay Fund Management, LLC | 9,952 | $334.7K | 0.01% | +9,952 | New |
| First Bank & Trust | 9,970 | $335.3K | 0.08% | +395+4.1% | Added |
| Amalgamated Bank | 10,008 | $337.0K | 0.00% | −637−6.0% | Reduced |
| Parkwood LLC | 10,400 | $350.0K | 0.06% | +655+6.7% | Added |
| Voya Investment Management LLC | 10,699 | $359.8K | 0.00% | −149−1.4% | Reduced |
| Precision Wealth Strategies, LLC | 11,085 | $372.8K | 0.36% | +41+0.4% | Added |
| DFPG Investments, LLC | 11,614 | $383.3K | 0.03% | −502−4.1% | Reduced |
| DC Investments Management, LLC | 11,533 | $387.9K | 0.39% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,700 | $393.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 11,703 | $393.6K | 0.04% | +11,703 | New |
| Manufacturers Life Insurance Company, The | 12,056 | $405.4K | 0.00% | +119+1.0% | Added |
| KLR Investment Advisors, LLC | 12,956 | $435.7K | 0.31% | +2,421+23.0% | Added |
| Harbor Capital Advisors, Inc. | 13,047 | $438.8K | 0.09% | +1,087+9.1% | Added |
| Prelude Capital Management, LLC | 13,088 | $440.1K | 0.04% | −41,685−76.1% | Reduced |
| Keebeck Alpha, LP | 13,088 | $440.1K | 0.35% | +13,088 | New |
| Alliance Wealth Advisors, LLC | 13,441 | $452.0K | 0.15% | +196+1.5% | Added |
| Mirador Capital Partners LP | 13,493 | $453.8K | 0.10% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,662 | $459.5K | 0.01% | +13,662 | New |
| Arizona State Retirement System | 14,204 | $477.7K | 0.00% | −179−1.2% | Reduced |
| EFG Asset Management (North America) Corp. | 14,671 | $493.6K | 0.09% | +14,671 | New |
| Russell Investments Group, Ltd. | 14,695 | $494.2K | 0.00% | −2,871−16.3% | Reduced |
| Citigroup Inc | 14,713 | $494.8K | 0.00% | −715−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 15,256 | $513.0K | 0.00% | −7,629−33.3% | Reduced |
| Cornercap Investment Counsel Inc | 15,484 | $520.7K | 0.09% | +15,484 | New |
| Natixis Advisors, L.P. | 15,498 | $521.0K | 0.00% | +3,897+33.6% | Added |
| Advisor Group Holdings, Inc. | 16,547 | $555.8K | 0.00% | −4,803−22.5% | Reduced |
| SG Americas Securities, LLC | 16,578 | $558.0K | 0.01% | −23,724−58.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,023 | $606.1K | 0.10% | +1,852+11.5% | Added |
| Norden Group LLC | 18,271 | $614.5K | 0.11% | −1,803−9.0% | Reduced |
| LPL Financial LLC | 23,919 | $804.4K | 0.00% | +234+1.0% | Added |
| Alliancebernstein L.P. | 24,018 | $807.7K | 0.00% | −5,243−17.9% | Reduced |
| Gotham Asset Management, LLC | 25,471 | $856.6K | 0.02% | −2,615−9.3% | Reduced |