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, Q2 2025
Institutional positions in nCino, Inc. as of Jun 30, 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
- 277
- +4 vs. Q1 2025
- Shares held
- 135.0M
- +1.65M (+1.2%) vs. Q1 2025
- Total value
- $3.78B
- +$113.6M (+3.1%) vs. Q1 2025
- New holders
- 64
- 123 more added
- Sold out
- 60
- 74 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 3 | $0 | 0.00% | +3 | New |
| True Wealth Design, LLC | 1 | $28 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $53 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $56 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $56 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $83 | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $168 | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $168 | 0.00% | +5+500.0% | Added |
| MV Capital Management, Inc. | 7 | $196 | 0.00% | +6+600.0% | Added |
| Umb Bank N A | 10 | $280 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $308 | 0.00% | +7+175.0% | Added |
| Whipplewood Advisors, LLC | 13 | $364 | 0.00% | +6+85.7% | Added |
| Assetmark, Inc | 16 | $448 | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 17 | $476 | 0.00% | −9−34.6% | Reduced |
| Bare Financial Services, Inc | 21 | $587 | 0.00% | +21 | New |
| SRS Capital Advisors, Inc. | 24 | $672 | 0.00% | −33−57.9% | Reduced |
| Quest Partners LLC | 27 | $755 | 0.00% | −10,587−99.7% | Reduced |
| Massmutual Trust Co FSB | 29 | $811 | 0.00% | +29 | New |
| Hemington Wealth Management | 57 | $1.00K | 0.00% | +33+137.5% | Added |
| Hantz Financial Services, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 43 | $1.20K | 0.00% | +43 | New |
| Ronald Blue Trust, Inc. | 45 | $1.26K | 0.00% | +45 | New |
| Geneos Wealth Management Inc. | 46 | $1.29K | 0.00% | +46 | New |
| Riggs Asset Managment Co. Inc. | 52 | $1.46K | 0.00% | +52 | New |
| MAI Capital Management | 59 | $1.65K | 0.00% | −30−33.7% | Reduced |
| Principal Securities, Inc. | 62 | $1.73K | 0.00% | −18−22.5% | Reduced |
| Fortitude Family Office, LLC | 81 | $2.27K | 0.00% | +81 | New |
| Bellevue Asset Management, LLC | 104 | $2.91K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $3.41K | 0.00% | +122 | New |
| MJT & Associates Financial Advisory Group, Inc. | 174 | $4.87K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 175 | $4.89K | 0.00% | +175 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 191 | $5.34K | 0.00% | +191 | New |
| WPG Advisers, LLC | 207 | $5.79K | 0.00% | +207 | New |
| Bessemer Group Inc | 205 | $6.00K | 0.00% | +205 | New |
| Washington Trust Advisors, Inc. | 276 | $7.72K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 277 | $8.00K | 0.00% | −2,111−88.4% | Reduced |
| CWM, LLC | 284 | $8.00K | 0.00% | +24+9.2% | Added |
| Wolff Wiese Magana LLC | 286 | $8.00K | 0.00% | +65+29.4% | Added |
| Total Investment Management Inc | 300 | $8.39K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 331 | $9.26K | 0.00% | −27−7.5% | Reduced |
| GAMMA Investing LLC | 342 | $9.57K | 0.00% | +61+21.7% | Added |
| Private Trust Co NA | 359 | $10.0K | 0.00% | +164+84.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 373 | $10.4K | 0.00% | −9,873−96.4% | Reduced |
| Financial Network Wealth Advisors LLC | 394 | $11.0K | 0.01% | +3+0.8% | Added |
| Banque Cantonale Vaudoise | 528 | $15.0K | 0.00% | −60−10.2% | Reduced |
| Global Retirement Partners, LLC | 574 | $16.1K | 0.00% | +574 | New |
| Quarry LP | 714 | $20.0K | 0.00% | +714 | New |
| Shell Asset Management Co | 731 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 848 | $23.0K | 0.00% | +648+324.0% | Added |
| Group One Trading, L.P. | 859 | $24.0K | 0.00% | −2,011−70.1% | Reduced |
| Fifth Third Bancorp | 933 | $26.1K | 0.00% | −66−6.6% | Reduced |
| Jones Financial Companies LLLP | 970 | $26.8K | 0.00% | +768+380.2% | Added |
| IFP Advisors, Inc | 0 | $30.9K | 0.00% | 0 | Unchanged |
| Advisors Asset Management, Inc. | 1,127 | $31.5K | 0.00% | +458+68.5% | Added |
| CIBC Private Wealth Group, LLC | 1,210 | $33.8K | 0.00% | −65−5.1% | Reduced |
| Skopos Labs, Inc. | 1,304 | $36.5K | 0.00% | +1,246+2,148.3% | Added |
| Advisor Group Holdings, Inc. | 1,464 | $40.9K | 0.00% | +58+4.1% | Added |
| Hilltop National Bank | 1,492 | $41.7K | 0.01% | +1,492 | New |
| Tower Research Capital LLC (TRC) | 1,811 | $50.7K | 0.00% | −2,170−54.5% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $55.0K | 0.02% | −1,000−33.3% | Reduced |
| Smartleaf Asset Management LLC | 2,227 | $61.6K | 0.01% | −1,825−45.0% | Reduced |
| First Horizon Advisors, Inc. | 2,422 | $67.7K | 0.00% | −502−17.2% | Reduced |
| MetLife Investment Management | 2,456 | $68.7K | 0.00% | −5,241−68.1% | Reduced |
| STRS Ohio | 2,548 | $71.3K | 0.00% | −36,999−93.6% | Reduced |
| KBC Group NV | 2,930 | $82.0K | 0.00% | −1,082−27.0% | Reduced |
| Parallel Advisors, LLC | 4,248 | $118.8K | 0.00% | +816+23.8% | Added |
| Asset Management One Co.,Ltd. | 4,284 | $119.8K | 0.00% | +566+15.2% | Added |
| The PNC Financial Services Group, Inc. | 4,491 | $125.6K | 0.00% | +16+0.4% | Added |
| Deutsche Bank AG | 4,585 | $128.2K | 0.00% | −611−11.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,757 | $133.1K | 0.00% | −37−0.8% | Reduced |
| Amalgamated Bank | 5,035 | $141.0K | 0.00% | −222−4.2% | Reduced |
| Sterling Capital Management LLC | 6,123 | $171.3K | 0.00% | −31,805−83.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,097 | $203.7K | 0.00% | +7,097 | New |
| Mechanics Bank Trust Department | 7,291 | $203.9K | 0.03% | +7,291 | New |
| First Bank & Trust | 7,301 | $204.2K | 0.04% | −510−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,503 | $210.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,643 | $213.8K | 0.00% | +225+3.0% | Added |
| Oak Thistle LLC | 8,243 | $230.6K | 0.03% | +8,243 | New |
| Jane Street Group, LLC | 8,365 | $234.0K | 0.00% | +8,365 | New |
| Cottonwood Capital Advisors, LLC | 8,383 | $234.5K | 0.16% | +8,383 | New |
| Natixis | 8,787 | $245.8K | 0.00% | +8,787 | New |
| Wallace Advisory Group, LLC | 8,977 | $246.6K | 0.18% | +444+5.2% | Added |
| Brevan Howard Capital Management LP | 8,890 | $248.7K | 0.00% | −3,403−27.7% | Reduced |
| Bayesian Capital Management, LP | 9,099 | $254.5K | 0.04% | −17,400−65.7% | Reduced |
| Prudential Financial Inc | 7,444 | $262.5K | 0.00% | +7,444 | New |
| Institute for Wealth Management, LLC. | 9,604 | $268.6K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,987 | $279.3K | 0.03% | +1,431+16.7% | Added |
| Janney Montgomery Scott LLC | 10,199 | $285.0K | 0.00% | +1,105+12.2% | Added |
| Sherbrooke Park Advisers LLC | 10,836 | $303.1K | 0.13% | +10,836 | New |
| SBI Securities Co., Ltd. | 10,859 | $303.7K | 0.01% | −454−4.0% | Reduced |
| Engineers Gate Manager LP | 10,880 | $304.3K | 0.00% | −3,618−25.0% | Reduced |
| CM Wealth Advisors LLC | 10,976 | $307.0K | 0.09% | +10,976 | New |
| SummitTX Capital, L.P. | 11,029 | $308.5K | 0.01% | −6,933−38.6% | Reduced |
| DRW Securities, LLC | 11,372 | $321.0K | 0.02% | +11,372 | New |
| Angeles Wealth Management, LLC | 11,498 | $321.6K | 0.02% | +4,096+55.3% | Added |
| Diversify Wealth Management, LLC | 12,232 | $323.2K | 0.02% | −965−7.3% | Reduced |
| Cinctive Capital Management LP | 12,341 | $345.2K | 0.02% | +12,341 | New |
| Commonwealth Equity Services, LLC | 12,416 | $347.0K | 0.00% | +265+2.2% | Added |
| Versor Investments LP | 12,951 | $362.2K | 0.06% | −117−0.9% | Reduced |
| Simplex Trading, LLC | 13,497 | $377.0K | 0.01% | +6,184+84.6% | Added |