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 2025
Institutional positions in nCino, Inc. as of Mar 31, 2025. 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
- 276
- −1 vs. Q4 2024
- Shares held
- 133.4M
- +14.0M (+11.7%) vs. Q4 2024
- Total value
- $3.66B
- −$345.2M (−8.6%) vs. Q4 2024
- New holders
- 44
- 112 more added
- Sold out
- 45
- 99 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 24 | $0 | 0.00% | +1+4.3% | Added |
| Parkworth Wealth Management, Inc. | 1 | $27 | 0.00% | −2−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $27 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $28 | 0.00% | −2−66.7% | Reduced |
| HFM Investment Advisors, LLC | 1 | $28 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 4 | $110 | 0.00% | −3−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $110 | 0.00% | −3−42.9% | Reduced |
| Global Financial Private Client, LLC | 4 | $110 | 0.00% | +2+100.0% | Added |
| Quadrant Capital Group LLC | 6 | $165 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $220 | 0.00% | +8 | New |
| EverSource Wealth Advisors, LLC | 9 | $247 | 0.00% | −93−91.2% | Reduced |
| South State Corp. | 10 | $275 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 7 | $357 | 0.00% | −6−46.2% | Reduced |
| Activest Wealth Management | 13 | $357 | 0.00% | +13 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,246 | $373 | 0.00% | +9,844+2,448.8% | Added |
| Caitong International Asset Management Co., Ltd | 14 | $385 | 0.00% | −4,157−99.7% | Reduced |
| IFP Advisors, Inc | 0 | $467 | 0.00% | 0 | Unchanged |
| Bell Investment Advisors, Inc | 20 | $550 | 0.00% | −82−80.4% | Reduced |
| Creative Financial Designs Inc | 21 | $577 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 26 | $715 | 0.00% | +19+271.4% | Added |
| TD Private Client Wealth LLC | 38 | $1.04K | 0.00% | +38 | New |
| Harbour Investments, Inc. | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $1.51K | 0.00% | −30−35.3% | Reduced |
| SRS Capital Advisors, Inc. | 57 | $1.57K | 0.00% | +57 | New |
| Highline Wealth Partners LLC | 58 | $1.59K | 0.00% | +58 | New |
| Skopos Labs, Inc. | 58 | $1.59K | 0.00% | +16+38.1% | Added |
| Larson Financial Group LLC | 63 | $1.73K | 0.00% | +48+320.0% | Added |
| MAI Capital Management | 89 | $2.44K | 0.00% | +41+85.4% | Added |
| Principal Securities, Inc. | 80 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 104 | $2.86K | 0.00% | +28+36.8% | Added |
| Private Wealth Management Group, LLC | 110 | $3.02K | 0.00% | −37−25.2% | Reduced |
| Quent Capital, LLC | 137 | $3.76K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 168 | $4.62K | 0.00% | +168 | New |
| MJT & Associates Financial Advisory Group, Inc. | 174 | $4.78K | 0.00% | +174 | New |
| Lazard Asset Management LLC | 200 | $5.00K | 0.00% | −33,811−99.4% | Reduced |
| Private Trust Co NA | 195 | $5.36K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 202 | $5.84K | 0.00% | −24−10.6% | Reduced |
| Wolff Wiese Magana LLC | 221 | $6.07K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 243 | $6.67K | 0.00% | −90−27.0% | Reduced |
| CWM, LLC | 260 | $7.00K | 0.00% | −181−41.0% | Reduced |
| Washington Trust Advisors, Inc. | 276 | $7.58K | 0.00% | +76+38.0% | Added |
| GAMMA Investing LLC | 281 | $7.72K | 0.00% | −59−17.4% | Reduced |
| Clearstead Advisors, LLC | 301 | $8.27K | 0.00% | −187−38.3% | Reduced |
| Farther Finance Advisors, LLC | 358 | $10.1K | 0.00% | −150−29.5% | Reduced |
| Financial Network Wealth Advisors LLC | 391 | $10.7K | 0.01% | +391 | New |
| Legacy Advisors, LLC | 21,819 | $12.6K | 0.00% | +8,535+64.3% | Added |
| Banque Cantonale Vaudoise | 588 | $16.0K | 0.00% | +588 | New |
| Boston Private Wealth LLC | 639 | $17.6K | 0.00% | +639 | New |
| Advisors Asset Management, Inc. | 669 | $18.4K | 0.00% | +669 | New |
| Shell Asset Management Co | 731 | $20.0K | 0.00% | −30−3.9% | Reduced |
| Coldstream Capital Management Inc | 840 | $23.1K | 0.00% | +840 | New |
| Fifth Third Bancorp | 999 | $27.4K | 0.00% | −3−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,275 | $28.1K | 0.00% | +115+9.9% | Added |
| Corebridge Financial, Inc. | 1,131 | $31.1K | 0.00% | −42−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,406 | $38.6K | 0.00% | −141−9.1% | Reduced |
| Johnson Financial Group, Inc. | 1,871 | $51.4K | 0.00% | +187+11.1% | Added |
| Covestor Ltd | 2,388 | $66.0K | 0.04% | +517+27.6% | Added |
| CSS LLC | 2,480 | $68.1K | 0.00% | +990+66.4% | Added |
| Group One Trading, L.P. | 2,870 | $78.8K | 0.00% | −3,491−54.9% | Reduced |
| First Horizon Advisors, Inc. | 2,924 | $80.3K | 0.00% | +538+22.5% | Added |
| FNY Investment Advisers, LLC | 3,000 | $82.0K | 0.05% | +3,000 | New |
| Parallel Advisors, LLC | 3,432 | $94.3K | 0.00% | −77−2.2% | Reduced |
| Quantbot Technologies LP | 3,700 | $101.6K | 0.00% | +3,700 | New |
| Asset Management One Co.,Ltd. | 3,718 | $102.1K | 0.00% | +1,439+63.1% | Added |
| Tower Research Capital LLC (TRC) | 3,981 | $109.4K | 0.00% | −7,032−63.9% | Reduced |
| KBC Group NV | 4,012 | $110.0K | 0.00% | −71,976−94.7% | Reduced |
| BNP Paribas Arbitrage, SA | 4,263 | $117.1K | 0.00% | −289−6.3% | Reduced |
| Smartleaf Asset Management LLC | 4,052 | $117.2K | 0.01% | +269+7.1% | Added |
| Amundi | 5,564 | $120.8K | 0.00% | −440−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,475 | $122.9K | 0.00% | −61−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,794 | $131.7K | 0.00% | +17+0.4% | Added |
| Deutsche Bank AG | 5,196 | $142.7K | 0.00% | −60−1.1% | Reduced |
| Amalgamated Bank | 5,257 | $144.0K | 0.00% | +83+1.6% | Added |
| SG Americas Securities, LLC | 6,131 | $168.0K | 0.00% | +6,131 | New |
| Simplex Trading, LLC | 7,313 | $200.0K | 0.01% | +7,313 | New |
| Angeles Wealth Management, LLC | 7,402 | $203.3K | 0.02% | +877+13.4% | Added |
| Signaturefd, LLC | 7,418 | $203.8K | 0.00% | −19,989−72.9% | Reduced |
| Public Employees Retirement Association of Colorado | 7,503 | $206.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,697 | $211.4K | 0.00% | +3,958+105.9% | Added |
| First Bank & Trust | 7,811 | $214.6K | 0.04% | −25−0.3% | Reduced |
| Petrus Trust Company, LTA | 8,556 | $235.0K | 0.02% | −4,019−32.0% | Reduced |
| Bridgefront Capital, LLC | 8,625 | $236.9K | 0.07% | +8,625 | New |
| Mindset Wealth Management, LLC | 8,832 | $242.6K | 0.09% | +8,832 | New |
| Xponance, Inc. | 8,954 | $246.0K | 0.00% | +656+7.9% | Added |
| Janney Montgomery Scott LLC | 9,094 | $250.0K | 0.00% | −771−7.8% | Reduced |
| State of Wyoming | 9,130 | $250.8K | 0.03% | −84−0.9% | Reduced |
| Kings Path Partners LLC | 9,430 | $259.0K | 0.13% | −565−5.7% | Reduced |
| Institute for Wealth Management, LLC. | 9,604 | $263.8K | 0.03% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 8,533 | $286.5K | 0.20% | −138−1.6% | Reduced |
| Quest Partners LLC | 10,614 | $291.6K | 0.03% | +10,351+3,935.7% | Added |
| Diversify Wealth Management, LLC | 13,197 | $308.8K | 0.02% | −922−6.5% | Reduced |
| SBI Securities Co., Ltd. | 11,313 | $310.8K | 0.01% | +93+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 11,815 | $325.0K | 0.05% | −14,562−55.2% | Reduced |
| Commonwealth Equity Services, LLC | 12,151 | $334.0K | 0.00% | +242+2.0% | Added |
| Brevan Howard Capital Management LP | 12,293 | $337.7K | 0.01% | +12,293 | New |
| Sequoia Financial Advisors, LLC | 12,469 | $342.5K | 0.00% | +12,469 | New |
| Versor Investments LP | 13,068 | $359.0K | 0.06% | +13,068 | New |
| Woodline Partners LP | 13,227 | $363.3K | 0.00% | +6,783+105.3% | Added |
| Teacher Retirement System of Texas | 14,333 | $393.7K | 0.00% | +14,333 | New |
| Engineers Gate Manager LP | 14,498 | $398.3K | 0.01% | +14,498 | New |