NcinoNCNO

13F holders, Q1 2024 (March 31)
228holders
6famous investors
$37.34avg. 13F price*

At the end of Q1 2024, 228 institutions reported holding Ncino Inc. (NCNO) in their 13F filings. The largest holders were Insight Holdings Group, LLC ($1.5B), Kayne Anderson Rudnick Investment Management LLC ($267.2M) and Vanguard Group Inc. ($266.2M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Ncino Inc.
CUSIP
63947X101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 228Q1 2024Q2 2024: 250Q2 2024Q3 2024: 273Q3 2024Q4 2024: 280Q4 2024Q1 2025: 275Q1 2025Q2 2025: 276Q2 2025Q3 2025: 299Q3 2025Q4 2025: 296Q4 2025Q1 2026: 283Q1 2026Q2 2026: 289Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions49$264.8M
Exits31$71.4M

Ownership 228 holders

Insight Holdings Group, LLC 40.83% No change 39,123,014 $1.5B
Kayne Anderson Rudnick Investment Management LLC 0.62% Reduce -1.7% 7,147,625 $267.2M
Vanguard Group Inc. 0.01% Add +2.1% 7,122,722 $266.2M
HMI Capital Management, L.P. 9.04% Reduce -18.1% 6,577,687 $245.9M
BlackRock Inc. 0.00% Add +3.5% 3,152,024 $117.8M
Brown Capital Management LLC 2.01% Reduce -24.2% 3,045,377 $113.8M
Soma Equity Partners LP 5.62% New 2,565,754 $95.9M
JPMorgan Chase & Co. 0.01% Add +8.7% 2,260,990 $84.5M
Wasatch Advisors LP 0.44% Reduce -0.2% 2,249,712 $84.1M
Dragoneer Investment Group, LLC 1.53% Reduce -61.7% 1,771,454 $66.2M
Meritage Group LP 1.54% Add +2.3% 1,750,954 $65.5M
Capital International Investors 0.01% New 1,623,943 $60.7M
T. Rowe Price Investment Management, Inc. 0.03% Add +5.6% 1,340,384 $50.1M
Dimensional Fund Advisors LP 0.01% Add +19.1% 1,232,845 $46.1M
Clearbridge Investments, LLC 0.04% Add +14.7% 1,230,194 $46.0M
State Street Corp. 0.00% Add +1.7% 1,230,008 $46.0M
ArrowMark Colorado Holdings LLC 0.47% New 1,109,175 $41.5M
Geode Capital Management, LLC 0.00% Add +5.0% 1,095,372 $41.0M
Tensile Capital Management LP 4.24% Add +15.2% 1,036,044 $38.7M
Long Path Partners LP 20.29% Add +80.3% 1,031,606 $38.6M
Baron Capital (BAMCO) 0.09% Add +83.7% 925,000 $34.6M
FMR LLC 0.00% Add +44467.1% 914,963 $34.2M
Bank of New York Mellon Corp 0.01% Reduce -1.2% 911,099 $34.1M
Untitled Investments LP 7.61% Add +3.0% 891,248 $33.3M
Keenan Capital, LLC 7.73% Reduce -45.2% 807,262 $30.2M
American Century Companies Inc. 0.02% Add +7.5% 709,612 $26.5M
New York State Common Retirement Fund 0.03% Reduce -0.7% 697,117 $26.1M
Norges Bank 0.00% Reduce -9.0% 685,301 $25.6M
Fred Alger Management, LLC 0.13% Reduce -33.0% 676,997 $25.3M
Azora Capital LP 1.73% Reduce -25.2% 637,890 $23.8M
Ameriprise Financial Inc. 0.01% Add +25.2% 637,056 $23.8M
Morgan Stanley 0.00% Add +234.9% 604,181 $22.6M
Granite Investment Partners, LLC 0.81% Reduce -3.5% 566,896 $21.2M
Wells Fargo & Company 0.01% Add +1.6% 517,119 $19.3M
Northern Trust Corp. 0.00% Reduce -2.0% 496,303 $18.6M
Daventry Group, LP 7.25% New 485,000 $18.1M
Silvercrest Asset Management Group LLC 0.11% Add +18.8% 454,249 $17.0M
Eagle Asset Management Inc. 0.08% Add +3.8% 421,550 $14.9M
National Philanthropic Trust 0.33% Add +1.3% 398,392 $14.9M
Bank of America Corp. 0.00% Add +92.6% 388,318 $14.5M
Raymond James & Associates 0.01% Add +9.9% 380,700 $14.2M
Charles Schwab Investment Management Inc. 0.00% Add +3.6% 359,402 $13.4M
Envestnet Asset Management Inc. 0.00% Add +168.2% 344,555 $12.9M
Millennium Management 0.01% Add +68.7% 269,790 $10.1M
Pembroke Management, LTD 1.01% Add +26.7% 228,552 $8.5M
First Trust Advisors LP 0.01% Reduce -54.2% 228,458 $8.5M
Readystate Asset Management LP 0.45% No change 222,559 $8.3M
Marshall Wace, LLP 0.01% New 205,845 $7.7M
Townsquare Capital LLC 0.11% Add +4.0% 199,481 $7.5M
Sei Investments Co. 0.01% Reduce -0.5% 180,711 $6.8M
Robeco Institutional Asset Management B.V. 0.01% No change 175,000 $6.5M
Advantage Alpha Capital Partners LP 1.22% Reduce -17.8% 173,567 $6.5M
Nishkama Capital, LLC 0.71% New 167,483 $6.3M
Nuveen Asset Management, LLC 0.00% Reduce -0.8% 162,269 $6.1M
Vista Equity Partners Management, LLC 0.14% Reduce -69.7% 141,920 $5.3M
Drive Wealth Management, LLC 1.47% Add +1.1% 140,313 $5.2M
Jackson Square Partners, LLC 0.21% New 131,954 $4.9M
Trust Co of the South 1.14% No change 131,722 $4.9M
Public Employees Retirement System of Ohio 0.02% Reduce -8.0% 124,604 $4.7M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -5.8% 124,321 $4.6M
Point72 Asset Management 0.01% New 120,000 $4.5M
California Public Employees Retirement System 0.00% Add +22.2% 119,975 $4.5M
Nicholas Company, Inc. 0.07% Add +7.2% 117,868 $4.4M
Swiss National Bank 0.00% No change 100,100 $3.7M
Squarepoint Ops LLC 0.02% Add +205.1% 99,530 $3.7M
M&T Bank Corp 0.01% Add +12.1% 99,200 $3.7M
Captrust Financial Advisors 0.01% Reduce -13.1% 96,903 $3.6M
Pearl River Capital, LLC 0.56% New 95,515 $3.6M
Holocene Advisors, LP 0.01% Add +64.0% 94,144 $3.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +15.5% 150,174 $3.4M
Daiwa Securities Group Inc. 0.02% Reduce -21.9% 87,481 $3.3M
Stifel Financial Corp. 0.00% Add +1.0% 80,696 $3.0M
Invesco Ltd. 0.00% Add +5.5% 77,712 $2.9M
T. Rowe Price Associates Inc. 0.00% Reduce -69.8% 77,317 $2.9M
Rhumbline Advisers 0.00% Reduce -11.5% 77,064 $2.9M
Man Group plc 0.01% Reduce -19.8% 76,879 $2.9M
Ararat Capital Management LP 0.82% New 76,820 $2.9M
Gotham Asset Management 0.04% Add +186.9% 73,069 $2.7M
Azzad Asset Management Inc. 0.32% Reduce -3.1% 72,706 $2.7M
FirstPurpose Wealth LLC 0.98% Add +5.2% 80,905 $2.7M
Washington Harbour Partners LP 4.16% Add +17.1% 68,604 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.7% 64,006 $2.4M
Neuberger Berman Group LLC 0.00% Add +47.3% 63,011 $2.4M
Advisors Capital Management, LLC 0.04% Add +11.9% 62,003 $2.3M
Jump Financial, LLC 0.06% New 61,674 $2.3M
Bullseye Asset Management LLC 1.02% No change 57,878 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -34.7% 56,696 $2.1M
Sequoia Financial Advisors, LLC 0.03% No change 56,475 $2.1M
Credit Suisse AG/ 0.00% Add +2.2% 54,508 $2.0M
California State Teachers Retirement System 0.00% Reduce -6.8% 52,953 $2.0M
Legal & General Group Plc 0.00% Add +4.1% 50,397 $1.9M
Metavasi Capital LP 1.16% New 50,000 $1.9M
Jefferies Financial Group Inc. 0.04% Add +49.3% 47,800 $1.8M
Atria Investments, Inc 0.02% Reduce -2.2% 47,585 $1.8M
Sit Investment Associates Inc. 0.04% Add +3.2% 43,060 $1.6M
Orion Porfolio Solutions, LLC 0.02% Add +22.0% 41,991 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +22.0% 41,991 $1.6M
49 Wealth Management, LLC 0.33% No change 43,904 $1.6M
Susquehanna International Group, LLP 0.00% Add +57.2% 40,815 $1.5M
GTS Securities LLC 0.04% New 39,729 $1.5M
Signaturefd, LLC 0.03% Reduce -0.0% 39,654 $1.5M
US Bancorp \de 0.00% Add +7.1% 38,507 $1.4M
State Board of Administration of Florida Retirement System 0.00% Add +2.6% 57,993 $1.4M
Barclays PLC 0.00% Reduce -31.8% 38,424 $1.4M
STRS Ohio 0.01% Add +29.6% 38,169 $1.4M
Jane Street Group, LLC 0.00% Add +39.8% 36,308 $1.4M
Truist Financial Corp. 0.00% Reduce -1.5% 35,341 $1.3M
LPL Financial LLC 0.00% Add +43.1% 34,223 $1.3M
D. E. Shaw & Co. 0.00% New 33,940 $1.3M
Portside Wealth Group, LLC 0.22% Add +5.8% 32,250 $1.2M
Motley Fool Asset Management LLC 0.08% New 32,000 $1.2M
Treasurer of the State of North Carolina 0.01% Add +1.8% 31,499 $1.2M
EFG Asset Management (North America) Corp. 0.20% Add +114.3% 31,443 $1.2M
Sherbrooke Park Advisers LLC 0.22% New 30,449 $1.1M
Royal Bank of Canada 0.00% Reduce -27.3% 29,749 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 27,826 $1.0M
Stanley-Laman Group, Ltd. 0.13% Add +7.0% 27,720 $1.0M
Norden Group LLC 0.20% Add +45.4% 26,568 $993K
Janus Henderson Group PLC 0.00% Add +0.0% 25,950 $970K
Alliancebernstein L.P. 0.00% Add +0.0% 24,022 $898K
Bragg Financial Advisors, Inc 0.04% Reduce -11.2% 23,904 $894K
Woodline Partners LP 0.01% Reduce -96.6% 23,530 $880K
Teza Capital Management LLC 0.11% New 21,514 $804K
Eisler Capital (US) LLC 0.25% New 19,948 $746K
HRT Financial LP 0.00% New 19,881 $743K
Citigroup Inc. 0.00% Add +29.1% 18,994 $710K
Baker Tilly Wealth Management, LLC 0.12% Add +2.0% 18,378 $687K
Manufacturers Life Insurance Company, The 0.00% Add +43.0% 17,234 $644K
FORA Capital, LLC 0.05% New 16,587 $620K
SpiderRock Advisors, LLC 0.02% — 20,088 $600K
UBS Group AG 0.00% Reduce -50.3% 15,940 $596K
Cornercap Investment Counsel Inc. 0.09% No change 15,484 $579K
Commonwealth Equity Services, LLC 0.00% Reduce -2.6% 14,864 $556K
Russell Investments Group, Ltd. 0.00% Reduce -3.3% 14,211 $531K
Northwestern Mutual Wealth Management Co. 0.00% Add +6947.0% 14,094 $527K
Ellsworth Advisors, LLC 0.15% New 16,368 $527K
Arizona State Retirement System 0.00% Reduce -1.5% 13,991 $523K
Raymond James Financial Services Advisors, Inc. 0.00% Add +96.2% 13,324 $498K
Alliance Wealth Advisors, LLC 0.15% Reduce -1.0% 13,306 $497K
Cubist Systematic Strategies, LLC 0.01% New 12,802 $479K
HighTower Advisors, LLC 0.00% New 12,532 $467K
Mesirow Institutional Investment Management, Inc. 0.04% Add +6.1% 12,422 $464K
Precision Wealth Strategies, LLC 0.42% Add +7.3% 11,894 $445K
Petrus Trust Company, LTA 0.04% Add +61.6% 11,878 $444K
Handelsbanken Fonder AB 0.00% No change 11,700 $437K
DC Investments Management, LLC 0.36% No change 11,533 $431K
KLR Investment Advisors, LLC 0.30% Add +8.5% 14,056 $417K
Natixis Advisors, LLC 0.00% Reduce -31.4% 10,632 $397K
Premier Fund Managers Ltd 0.02% Add +33.5% 10,797 $388K
Voya Investment Management LLC 0.00% Reduce -3.3% 10,343 $387K
SYSTM Wealth Solutions LLC 0.05% New 10,234 $383K
Oppenheimer Asset Management Inc. 0.01% Add +8.6% 10,084 $377K
Walleye Capital LLC 0.00% New 10,033 $375K
Mariner, LLC 0.00% Add +49.6% 9,990 $373K
Diversify Advisory Services, LLC 0.02% — 10,548 $373K
Summit Trail Advisors, LLC 0.01% New 9,955 $372K
First Bank & Trust 0.07% Reduce -3.3% 9,642 $360K
Susquehanna Fundamental Investments, LLC 0.02% New 9,500 $355K
Graham Capital Management, L.P. 0.02% New 9,374 $350K
Mirabella Financial Services LLP 0.03% New 9,389 $350K
Sepio Capital, LP 0.03% Add +27.1% 9,177 $343K
Select Equity Group, L.P. 0.00% New 9,020 $337K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 8,542 $319K
Victory Capital Management Inc. 0.00% Add +3.3% 8,476 $317K
Malaga Cove Capital, LLC 0.12% New 7,799 $292K
Mirador Capital Partners LP 0.06% Reduce -42.2% 7,793 $291K
Quantinno Capital Management LP 0.01% New 7,712 $288K
Campbell & CO Investment Adviser LLC 0.02% New 7,366 $275K
Wallace Advisory Group, LLC 0.20% Reduce -0.0% 7,850 $264K
Verition Fund Management LLC 0.00% New 6,955 $260K
State of Wyoming 0.04% Add +29.0% 6,747 $252K
Penserra Capital Management LLC 0.00% New 6,671 $249K
Principal Financial Group Inc. 0.00% New 5,877 $220K
Boothbay Fund Management, LLC 0.01% Reduce -41.7% 5,800 $217K
Dynamic Technology Lab Private Ltd 0.02% New 5,778 $216K
Pictet Asset Management Holding SA 0.00% New 5,776 $216K
Cetera Investment Advisers 0.00% New 5,534 $207K
Cresset Asset Management, LLC 0.00% New 5,480 $205K
Steward Partners Investment Advisory, LLC 0.00% No change 4,700 $176K
Lazard Asset Management LLC 0.00% Add +145.6% 4,516 $168K
Osaic Holdings, Inc. 0.00% Reduce -72.9% 4,486 $168K
Tower Research Capital LLC (TRC) 0.00% Add +43.8% 4,428 $166K
Amalgamated Bank 0.00% Reduce -59.6% 4,040 $151K
Smartleaf Asset Management LLC 0.03% Add +0.8% 3,933 $141K
Parallel Advisors, LLC 0.00% Add +0.8% 3,563 $133K
Deutsche Bank AG 0.00% Reduce -19.0% 3,493 $131K
PNC Financial Services Group, Inc. 0.00% Add +4.8% 3,442 $129K
Covestor Ltd 0.06% Add +29.6% 2,736 $102K
Danske Bank A/S 0.00% — 2,600 $97K
First Horizon Advisors, Inc. 0.00% Add +8.6% 2,401 $90K
Asset Management One Co., Ltd. 0.00% Reduce -2.0% 1,844 $69K
Citadel Advisors 0.00% Reduce -96.3% 1,652 $62K
MetLife Investment Management, LLC 0.00% Add +1.4% 1,634 $61K
EntryPoint Capital, LLC 0.05% Reduce -75.9% 1,490 $56K
Benjamin F. Edwards & Company, Inc. 0.00% New 1,397 $52K
Global Retirement Partners, LLC 0.00% Reduce -9.7% 1,122 $42K
CIBC Private Wealth Group LLC 0.00% New 1,042 $37K
Advisors Asset Management, Inc. 0.00% Reduce -16.2% 859 $32K
Salomon & Ludwin, LLC 0.00% No change 834 $31K
Shell Asset Management Co. 0.00% Reduce -5.5% 809 $25K
American International Group, Inc. 0.00% Add +1.1% 634 $24K
Compagnie Lombard Odier SCmA 0.00% No change 600 $22K
FNY Investment Advisers, LLC 0.01% New 605 $22K
Banque Cantonale Vaudoise 0.00% New 588 $22K
Whittier Trust Co. 0.00% New 578 $22K
Comerica Bank 0.00% Reduce -30.5% 500 $19K
Cwm, LLC 0.00% Add +4387.5% 359 $13K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +10.0% 274 $10K
Private Wealth Management Group, LLC 0.00% No change 208 $8K
Colonial Trust Advisors 0.00% New 200 $7K
Wolff Wiese Magana LLC 0.01% No change 189 $7K
Quent Capital, LLC 0.00% Reduce -64.7% 137 $5K
Venturi Wealth Management, LLC 0.00% Reduce -14.5% 112 $4K
Bell Investment Advisors, Inc 0.00% Reduce -14.3% 102 $4K
Lindbrook Capital, LLC 0.00% No change 85 $3K
Mendota Financial Group, LLC 0.00% No change 50 $2K
GAMMA Investing LLC 0.00% Add +173.3% 41 $2K
Farther Finance Advisors, LLC 0.00% Reduce -55.1% 40 $1K
Harbour Investments, Inc. 0.00% No change 30 $1K
Valley National Advisers Inc. 0.00% New 27 $1K
Bogart Wealth, LLC 0.00% No change 25 $935
JFS Wealth Advisors, LLC 0.00% No change 16 $599
EverSource Wealth Advisors, LLC 0.00% New 18 $525
NewEdge Advisors, LLC 0.00% Reduce -94.8% 9 $336
Allworth Financial LP 0.00% New 6 $225
Quadrant Capital Group LLC 0.00% No change 6 $225
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $187
SJS Investment Consulting Inc. 0.00% No change 4 $150

"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.