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 2025
Institutional positions in nCino, Inc. as of Dec 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
- 296
- +3 vs. Q3 2025
- Shares held
- 124.9M
- −4.25M (−3.3%) vs. Q3 2025
- Total value
- $3.20B
- −$299.2M (−8.5%) vs. Q3 2025
- New holders
- 68
- 103 more added
- Sold out
- 65
- 107 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding nCino, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $26 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $51 | 0.00% | +2 | New |
| Federated Hermes, Inc. | 2 | $51 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $52 | 0.00% | −4−66.7% | Reduced |
| Rialto Wealth Management, LLC | 2 | $52 | 0.00% | −4−66.7% | Reduced |
| Dunhill Financial, LLC | 2 | $61 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $70 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $77 | 0.00% | −1−25.0% | Reduced |
| Assetmark, Inc | 5 | $128 | 0.00% | −11−68.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $128 | 0.00% | +1+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $180 | 0.00% | −2−22.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $205 | 0.00% | +8 | New |
| United Financial Planning Group LLC | 8 | $205 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 9 | $231 | 0.00% | +2+28.6% | Added |
| Smartleaf Asset Management LLC | 9 | $234 | 0.00% | −2,070−99.6% | Reduced |
| Larson Financial Group LLC | 11 | $282 | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 12 | $291 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13 | $333 | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 13 | $333 | 0.00% | +13 | New |
| Optima Capital LLC | 20 | $513 | 0.00% | +20 | New |
| Umb Bank N A | 22 | $564 | 0.00% | +12+120.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 23 | $590 | 0.00% | +23 | New |
| International Assets Investment Management, LLC | 23 | $590 | 0.00% | +23 | New |
| IFP Advisors, Inc | 25 | $641 | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 28 | $718 | 0.00% | +7+33.3% | Added |
| Massmutual Trust Co FSB | 29 | $744 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 30 | $770 | 0.00% | −29−49.2% | Reduced |
| Rachor Investment Advisory Services, LLC | 34 | $872 | 0.00% | +34 | New |
| Hantz Financial Services, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $1.03K | 0.00% | +40 | New |
| UMA Financial Services, Inc. | 43 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 45 | $1.15K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $1.46K | 0.00% | −18−24.0% | Reduced |
| Bare Financial Services, Inc | 62 | $1.59K | 0.00% | +41+195.2% | Added |
| EverSource Wealth Advisors, LLC | 62 | $1.59K | 0.00% | +53+588.9% | Added |
| Allworth Financial LP | 65 | $1.67K | 0.00% | −106−62.0% | Reduced |
| Fortitude Family Office, LLC | 78 | $2.00K | 0.00% | −3−3.7% | Reduced |
| Torren Management, LLC | 79 | $2.03K | 0.00% | +79 | New |
| CrossGen Wealth, LLC | 80 | $2.05K | 0.00% | +80 | New |
| Creative Financial Designs Inc | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 110 | $2.82K | 0.00% | −44−28.6% | Reduced |
| Tucker Asset Management LLC | 116 | $2.97K | 0.00% | +116 | New |
| SageView Advisory Group, LLC | 125 | $3.21K | 0.00% | +125 | New |
| WPG Advisers, LLC | 136 | $3.49K | 0.00% | −71−34.3% | Reduced |
| Global Retirement Partners, LLC | 137 | $3.51K | 0.00% | +80+140.4% | Added |
| Bellevue Asset Management, LLC | 144 | $3.69K | 0.00% | +40+38.5% | Added |
| Private Trust Co NA | 175 | $4.49K | 0.00% | −184−51.3% | Reduced |
| Clearstead Advisors, LLC | 182 | $4.67K | 0.00% | +182 | New |
| Covestor Ltd | 280 | $7.00K | 0.00% | +2+0.7% | Added |
| Financial Network Wealth Advisors LLC | 276 | $7.08K | 0.01% | −118−29.9% | Reduced |
| Wolff Wiese Magana LLC | 286 | $7.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 334 | $8.56K | 0.00% | +86+34.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 422 | $10.8K | 0.00% | +71+20.2% | Added |
| Quarry LP | 526 | $13.5K | 0.00% | −1,175−69.1% | Reduced |
| First Horizon Corp | 542 | $13.9K | 0.00% | −85−13.6% | Reduced |
| Banque Cantonale Vaudoise | 528 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 686 | $17.6K | 0.00% | +686 | New |
| Fifth Third Bancorp | 790 | $20.3K | 0.00% | −1,125−58.7% | Reduced |
| Kestra Advisory Services, LLC | 793 | $20.3K | 0.00% | +793 | New |
| GAMMA Investing LLC | 820 | $21.0K | 0.00% | +419+104.5% | Added |
| CIBC Private Wealth Group, LLC | 1,000 | $25.6K | 0.00% | −210−17.4% | Reduced |
| Advisors Asset Management, Inc. | 1,122 | $28.8K | 0.00% | −11−1.0% | Reduced |
| CWM, LLC | 1,142 | $29.0K | 0.00% | +821+255.8% | Added |
| Los Angeles Capital Management LLC | 1,436 | $38.5K | 0.00% | +1,436 | New |
| Farther Finance Advisors, LLC | 1,670 | $42.8K | 0.00% | +722+76.2% | Added |
| Advisor Group Holdings, Inc. | 2,145 | $55.0K | 0.00% | −821−27.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,215 | $56.8K | 0.00% | −795−26.4% | Reduced |
| Jones Financial Companies LLLP | 2,429 | $62.3K | 0.00% | +1,195+96.8% | Added |
| STRS Ohio | 2,554 | $65.5K | 0.00% | +5+0.2% | Added |
| Hilltop National Bank | 2,673 | $68.5K | 0.02% | +1,181+79.2% | Added |
| KBC Group NV | 2,930 | $75.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,126 | $80.2K | 0.00% | −1,013−24.5% | Reduced |
| FNY Investment Advisers, LLC | 3,228 | $82.0K | 0.02% | +498+18.2% | Added |
| Asset Management One Co.,Ltd. | 3,254 | $85.2K | 0.00% | −1,010−23.7% | Reduced |
| Acadian Asset Management LLC | 4,119 | $105.0K | 0.00% | −16,187−79.7% | Reduced |
| Sterling Capital Management LLC | 5,528 | $141.7K | 0.00% | −161−2.8% | Reduced |
| Amalgamated Bank | 5,676 | $146.0K | 0.00% | +585+11.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,958 | $152.8K | 0.00% | +765+14.7% | Added |
| The PNC Financial Services Group, Inc. | 5,981 | $153.4K | 0.00% | −1,141−16.0% | Reduced |
| Deutsche Bank AG | 6,175 | $158.3K | 0.00% | 00.0% | Unchanged |
| Natixis | 6,513 | $167.0K | 0.00% | −1,754−21.2% | Reduced |
| Bayforest Capital Ltd | 6,731 | $172.6K | 0.13% | +6,731 | New |
| Public Employees Retirement Association of Colorado | 7,503 | $192.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,611 | $195.1K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 8,018 | $205.6K | 0.05% | +8,018 | New |
| Brevan Howard Capital Management LP | 8,044 | $206.2K | 0.00% | +8,044 | New |
| Marex Group plc | 8,100 | $207.7K | 0.00% | +8,100 | New |
| Voya Investment Management LLC | 8,232 | $211.1K | 0.00% | −991−10.7% | Reduced |
| Vontobel Holding Ltd. | 8,486 | $217.6K | 0.00% | +8,486 | New |
| Wealth Enhancement Advisory Services, LLC | 9,014 | $221.4K | 0.00% | +9,014 | New |
| Aigen Investment Management, LP | 8,708 | $223.3K | 0.05% | +167+2.0% | Added |
| Bragg Financial Advisors, Inc | 8,785 | $225.2K | 0.01% | +8,785 | New |
| Rafferty Asset Management, LLC | 8,982 | $230.3K | 0.00% | +8,982 | New |
| Shay Capital LLC | 9,000 | $230.8K | 0.04% | +9,000 | New |
| Ensign Peak Advisors, Inc | 9,076 | $232.7K | 0.00% | −18,750−67.4% | Reduced |
| Mirabella Financial Services LLP | 9,273 | $237.8K | 0.02% | +9,273 | New |
| Caxton Associates LLP | 9,567 | $245.3K | 0.00% | +9,567 | New |
| Sciencast Management LP | 9,676 | $248.1K | 0.03% | +9,676 | New |
| SBI Securities Co., Ltd. | 10,816 | $277.3K | 0.01% | −223−2.0% | Reduced |
| Norden Group LLC | 11,007 | $282.2K | 0.03% | −18,587−62.8% | Reduced |