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 2024
Institutional positions in nCino, Inc. as of Dec 31, 2024. 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
- 281
- +15 vs. Q3 2024
- Shares held
- 119.7M
- +4.57M (+4.0%) vs. Q3 2024
- Total value
- $4.02B
- +$379.0M (+10.4%) vs. Q3 2024
- New holders
- 59
- 104 more added
- Sold out
- 44
- 95 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 4 | $0 | 0.00% | −21−84.0% | Reduced |
| Hemington Wealth Management | 23 | $0 | 0.00% | +15+187.5% | Added |
| Global Financial Private Client, LLC | 2 | $67 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $101 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $101 | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 6 | $202 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $236 | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 7 | $236 | 0.00% | +4+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $236 | 0.00% | +4+133.3% | Added |
| Whipplewood Advisors, LLC | 13 | $437 | 0.00% | +13 | New |
| Larson Financial Group LLC | 15 | $504 | 0.00% | +13+650.0% | Added |
| IFP Advisors, Inc | 0 | $571 | 0.00% | 0 | New |
| CoreCap Advisors, LLC | 20 | $672 | 0.00% | +20 | New |
| Skopos Labs, Inc. | 42 | $1.41K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 48 | $1.61K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 50 | $1.68K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 61 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 76 | $2.55K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 80 | $2.69K | 0.00% | −10−11.1% | Reduced |
| Lindbrook Capital, LLC | 85 | $2.85K | 0.00% | −60−41.4% | Reduced |
| EverSource Wealth Advisors, LLC | 102 | $3.42K | 0.00% | +91+827.3% | Added |
| Bell Investment Advisors, Inc | 102 | $3.43K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $4.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 147 | $4.94K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 175 | $5.88K | 0.00% | +58+49.6% | Added |
| Private Trust Co NA | 195 | $6.55K | 0.00% | +31+18.9% | Added |
| Washington Trust Advisors, Inc. | 200 | $6.72K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 214 | $7.19K | 0.00% | −64−23.0% | Reduced |
| Wolff Wiese Magana LLC | 221 | $7.42K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 226 | $7.59K | 0.00% | −88−28.0% | Reduced |
| Quest Partners LLC | 263 | $8.83K | 0.00% | −24,968−99.0% | Reduced |
| Clear Street Markets LLC | 333 | $11.2K | 0.00% | +333 | New |
| GAMMA Investing LLC | 340 | $11.4K | 0.00% | +59+21.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 402 | $13.5K | 0.00% | −71−15.0% | Reduced |
| CWM, LLC | 441 | $15.0K | 0.00% | +35+8.6% | Added |
| Clearstead Advisors, LLC | 488 | $16.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 508 | $17.1K | 0.00% | −8−1.6% | Reduced |
| Huntington National Bank | 565 | $19.0K | 0.00% | +565 | New |
| Quest 10 Wealth Builders, Inc. | 673 | $22.6K | 0.02% | +673 | New |
| Shell Asset Management Co | 761 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 853 | $28.6K | 0.00% | −261−23.4% | Reduced |
| Fifth Third Bancorp | 1,002 | $33.6K | 0.00% | +1,002 | New |
| Bank of Montreal | 1,087 | $36.5K | 0.00% | +1,087 | New |
| Hilltop National Bank | 1,115 | $37.4K | 0.01% | +1,115 | New |
| CIBC Private Wealth Group, LLC | 1,160 | $38.9K | 0.00% | +116+11.1% | Added |
| Corebridge Financial, Inc. | 1,173 | $39.4K | 0.00% | −42−3.5% | Reduced |
| CSS LLC | 1,490 | $50.0K | 0.00% | +1,490 | New |
| Advisor Group Holdings, Inc. | 1,547 | $51.9K | 0.00% | −2,800−64.4% | Reduced |
| Johnson Financial Group, Inc. | 1,684 | $57.3K | 0.00% | +1,684 | New |
| Covestor Ltd | 1,871 | $63.0K | 0.04% | −324−14.8% | Reduced |
| Asset Management One Co.,Ltd. | 2,279 | $78.5K | 0.00% | +323+16.5% | Added |
| First Horizon Advisors, Inc. | 2,386 | $80.1K | 0.00% | −399−14.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,907 | $97.6K | 0.06% | +2,907 | New |
| Acadian Asset Management LLC | 3,301 | $110.0K | 0.00% | −12,111−78.6% | Reduced |
| Parallel Advisors, LLC | 3,509 | $117.8K | 0.00% | −42−1.2% | Reduced |
| MetLife Investment Management | 3,739 | $125.6K | 0.00% | −30−0.8% | Reduced |
| Smartleaf Asset Management LLC | 3,783 | $127.0K | 0.01% | −871−18.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,171 | $140.1K | 0.14% | +4,171 | New |
| The PNC Financial Services Group, Inc. | 4,536 | $152.3K | 0.00% | +1,122+32.9% | Added |
| BNP Paribas Arbitrage, SA | 4,552 | $152.9K | 0.00% | +4,552 | New |
| Steward Partners Investment Advisory, LLC | 4,777 | $160.4K | 0.00% | +77+1.6% | Added |
| Amalgamated Bank | 5,174 | $174.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,256 | $176.5K | 0.00% | +1,577+42.9% | Added |
| Amundi | 6,004 | $201.2K | 0.00% | +4,547+312.1% | Added |
| Mechanics Bank Trust Department | 5,999 | $201.4K | 0.03% | +5,999 | New |
| Sanctuary Advisors, LLC | 5,907 | $204.1K | 0.00% | −87−1.5% | Reduced |
| Principal Financial Group Inc | 6,307 | $211.8K | 0.00% | −224−3.4% | Reduced |
| Group One Trading, L.P. | 6,361 | $213.6K | 0.01% | +6,361 | New |
| Woodline Partners LP | 6,444 | $216.4K | 0.00% | +6,444 | New |
| Cottonwood Capital Advisors, LLC | 6,486 | $217.8K | 0.16% | +6,486 | New |
| Angeles Wealth Management, LLC | 6,525 | $219.1K | 0.02% | +6,525 | New |
| QRG Capital Management, Inc. | 6,757 | $226.9K | 0.00% | +6,757 | New |
| Wealth Enhancement Advisory Services, LLC | 6,768 | $227.3K | 0.00% | +6,768 | New |
| Mariner, LLC | 6,866 | $230.6K | 0.00% | −70−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 6,886 | $231.2K | 0.00% | +6,886 | New |
| Crestline Management, LP | 7,200 | $241.8K | 0.01% | −17,242−70.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,218 | $242.4K | 0.02% | +7,218 | New |
| Public Employees Retirement Association of Colorado | 7,503 | $252.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,537 | $253.1K | 0.00% | −49,661−86.8% | Reduced |
| First Bank & Trust | 7,836 | $263.1K | 0.05% | −1,995−20.3% | Reduced |
| Northwest & Ethical Investments L.P. | 8,000 | $268.3K | 0.01% | +3,200+66.7% | Added |
| Wallace Advisory Group, LLC | 8,671 | $273.9K | 0.19% | −480−5.2% | Reduced |
| Berry Wealth Group, LP | 8,207 | $275.6K | 0.20% | +400+5.1% | Added |
| AQR Capital Management LLC | 8,272 | $277.8K | 0.00% | +8,272 | New |
| Xponance, Inc. | 8,298 | $278.6K | 0.00% | +219+2.7% | Added |
| Keybank National Association | 8,854 | $297.3K | 0.00% | +8,854 | New |
| Dark Forest Capital Management LP | 9,114 | $306.0K | 0.05% | +9,114 | New |
| State of Wyoming | 9,214 | $309.4K | 0.04% | −2,219−19.4% | Reduced |
| Ofi Invest Asset Management | 9,600 | $311.3K | 0.01% | +9,600 | New |
| Institute for Wealth Management, LLC. | 9,604 | $322.5K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,865 | $331.0K | 0.00% | +1,072+12.2% | Added |
| Lecap Asset Management Ltd | 9,919 | $333.1K | 0.09% | −13,678−58.0% | Reduced |
| Kings Path Partners LLC | 9,995 | $335.6K | 0.14% | +9,995 | New |
| Formula Growth Ltd | 11,000 | $369.4K | 0.13% | −4,000−26.7% | Reduced |
| Tower Research Capital LLC (TRC) | 11,013 | $369.8K | 0.01% | +9,316+549.0% | Added |
| Pictet Asset Management Holding SA | 11,126 | $373.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 11,220 | $376.8K | 0.01% | +11,220 | New |
| Mesirow Institutional Investment Management, Inc. | 11,287 | $379.0K | 0.03% | −2,128−15.9% | Reduced |
| DC Investments Management, LLC | 11,533 | $387.3K | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,909 | $400.0K | 0.00% | −908−7.1% | Reduced |