NcinoNCNO
13F holders, Q3 2024 (September 30)273holders +23
58new positions
34sold out
5famous investors
$31.68avg. 13F price*
At the end of Q3 2024, 273 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, up 23 from Q2 2024. 58 opened new positions and 34 sold out. The largest holders were Insight Holdings Group, LLC ($505.9M), Vanguard Group Inc. ($312.2M) and HMI Capital Management, L.P. ($248.7M). 5 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ncino Inc.
- CUSIP
- 63947X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $116.0M |
| Exits | 34 | $37.4M |
All 13F filers, Q2 2024 → Q3 2024: 18,157,875 shares bought and 16,198,361 shares sold, net +1,959,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Insight Holdings Group, LLC | 21.99% | Reduce -36.0% | 16,013,467 | $505.9M |
| Vanguard Group Inc. | 0.01% | Add +16.8% | 9,882,491 | $312.2M |
| HMI Capital Management, L.P. | 10.30% | Add +6.4% | 7,873,778 | $248.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.52% | Reduce -4.8% | 7,405,006 | $233.9M |
| BlackRock, Inc. | 0.00% | — | 5,226,859 | $165.1M |
| Long Path Partners LP | 38.14% | Add +43.7% | 3,721,406 | $117.6M |
| Capital International Investors | 0.02% | Add +0.4% | 2,980,311 | $94.1M |
| Soma Equity Partners LP | 5.10% | Add +1.9% | 2,761,443 | $87.2M |
| ShawSpring Partners LLC | 10.59% | Add +115.9% | 2,653,687 | $83.8M |
| Brown Capital Management LLC | 1.65% | Reduce -14.2% | 2,431,041 | $76.8M |
| Wasatch Advisors LP | 0.35% | Reduce -2.9% | 2,271,981 | $71.8M |
| ArrowMark Colorado Holdings LLC | 0.85% | Add +65.1% | 2,100,062 | $66.3M |
| Brown Brothers Harriman & Co. | 0.44% | Add +55.4% | 2,065,880 | $65.3M |
| Azora Capital LP | 3.52% | Reduce -12.2% | 2,058,002 | $65.0M |
| Clearbridge Investments, LLC | 0.04% | Add +39.2% | 1,776,387 | $56.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.4% | 1,776,341 | $56.1M |
| Senator Investment Group LP | 2.36% | Add +20.9% | 1,571,680 | $49.6M |
| Geode Capital Management, LLC | 0.00% | Add +26.1% | 1,517,512 | $48.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.1% | 1,507,047 | $47.6M |
| Fred Alger Management, LLC | 0.23% | Add +95.0% | 1,503,549 | $47.5M |
| Baron Capital (BAMCO) | 0.13% | Add +50.0% | 1,499,640 | $47.4M |
| State Street Corp. | 0.00% | Add +13.8% | 1,474,208 | $46.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.1% | 1,351,734 | $42.7M |
| Tensile Capital Management LP | 4.33% | Add +16.5% | 1,268,734 | $40.1M |
| FMR LLC | 0.00% | Add +2.4% | 1,237,227 | $39.1M |
| Franklin Resources Inc. | 0.01% | Add +46.0% | 1,092,862 | $38.3M |
| Ameriprise Financial Inc. | 0.01% | Add +13.2% | 1,206,249 | $38.1M |
| Bank of America Corp. | 0.00% | Add +86.6% | 1,042,217 | $32.9M |
| American Capital Management Inc. | 1.06% | Add +348.9% | 1,029,725 | $32.5M |
| Norges Bank | 0.00% | Add +3.2% | 983,202 | $31.1M |
| Untitled Investments LP | 6.71% | No change | 958,818 | $30.3M |
| Keenan Capital, LLC | 6.70% | Add +22.2% | 958,095 | $30.3M |
| American Century Companies Inc. | 0.02% | Reduce -0.2% | 915,808 | $28.9M |
| Eagle Asset Management Inc. | 0.14% | Add +50.1% | 647,776 | $27.5M |
| Daventry Group, LP | 10.79% | Add +10.9% | 858,732 | $27.1M |
| Lead Edge Capital Management, LLC | 6.10% | New | 667,000 | $21.1M |
| Morgan Stanley | 0.00% | Add +66.9% | 646,492 | $20.4M |
| Polar Asset Management Partners Inc. | 0.68% | Add +94.0% | 620,300 | $19.6M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 586,908 | $18.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -18.1% | 579,468 | $18.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.1% | 574,630 | $18.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +51.5% | 556,757 | $17.6M |
| Silvercrest Asset Management Group LLC | 0.12% | Add +20.7% | 538,784 | $17.0M |
| Northern Trust Corp. | 0.00% | Add +9.7% | 537,310 | $17.0M |
| Readystate Asset Management LP | 2.08% | Add +232.3% | 523,339 | $16.5M |
| Raymond James & Associates | 0.01% | Add +25.1% | 504,734 | $15.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -15.2% | 469,241 | $14.8M |
| Citadel Advisors | 0.02% | Add +1303.2% | 463,255 | $14.6M |
| Balyasny Asset Management L.P. | 0.04% | Add +30.1% | 454,661 | $14.4M |
| Pembroke Management, LTD | 1.74% | Add +44.5% | 432,388 | $13.7M |
| Millennium Management | 0.01% | Reduce -71.6% | 412,454 | $13.0M |
| Infini Capital Management Ltd | 10.98% | — | 403,921 | $12.8M |
| No Street GP LP | 0.97% | Reduce -42.9% | 400,000 | $12.6M |
| National Philanthropic Trust | 0.23% | No change | 398,062 | $12.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 388,161 | $12.3M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +71.1% | 385,000 | $12.2M |
| Tremblant Capital Group | 1.31% | New | 367,210 | $11.6M |
| Granite Investment Partners, LLC | 0.46% | Reduce -33.1% | 336,450 | $10.6M |
| Sei Investments Co. | 0.01% | Add +23.4% | 334,623 | $10.6M |
| Ararat Capital Management LP | 3.59% | Add +161.7% | 329,459 | $10.4M |
| Kennedy Capital Management LLC | 0.21% | New | 304,951 | $9.6M |
| Jennison Associates LLC | 0.01% | New | 276,461 | $8.7M |
| Peregrine Capital Management LLC | 0.26% | New | 274,845 | $8.7M |
| Townsquare Capital LLC | 0.10% | Reduce -4.1% | 269,942 | $8.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +50.9% | 258,644 | $8.2M |
| Light Street Capital Management, LLC | 1.95% | Add +10.0% | 249,968 | $7.9M |
| Tudor Investment Corporation | 0.08% | Reduce -24.6% | 227,953 | $7.2M |
| Picton Mahoney Asset Management | 0.25% | New | 200,925 | $6.3M |
| Segall Bryant & Hamill, LLC | 0.09% | New | 199,052 | $6.3M |
| Nicholas Company, Inc. | 0.10% | Add +41.6% | 188,798 | $6.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +63.3% | 172,599 | $5.5M |
| Advantage Alpha Capital Partners LP | 1.21% | Reduce -33.7% | 168,951 | $5.3M |
| Swiss National Bank | 0.00% | Add +36.3% | 168,500 | $5.3M |
| California Public Employees Retirement System | 0.00% | Add +11.4% | 151,645 | $4.8M |
| Jackson Square Partners, LLC | 0.40% | Reduce -13.2% | 148,089 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.5% | 144,757 | $4.6M |
| Bullseye Asset Management LLC | 2.05% | Add +58.5% | 140,878 | $4.5M |
| Vanderbilt University | 0.82% | Add +192.3% | 140,571 | $4.4M |
| Marshall Wace, LLP | 0.01% | New | 136,419 | $4.3M |
| Trust Co of the South | 0.88% | No change | 131,722 | $4.2M |
| Berylson Capital Partners, LLC | 10.05% | New | 131,000 | $4.1M |
| Drive Wealth Management, LLC | 1.06% | Reduce -4.3% | 128,956 | $4.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.2% | 122,956 | $3.9M |
| Moody Aldrich Partners LLC | 0.67% | New | 116,573 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.1% | 116,457 | $3.7M |
| ExodusPoint Capital Management, LP | 0.04% | New | 114,334 | $3.6M |
| Algebris (uk) Ltd. | 1.50% | New | 126,011 | $3.6M |
| Captrust Financial Advisors | 0.01% | Add +7.0% | 103,789 | $3.3M |
| M&T Bank Corp | 0.01% | Add +0.9% | 102,070 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +2.5% | 94,691 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 88,840 | $2.8M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -9.7% | 86,885 | $2.7M |
| Macquarie Group Ltd. | 0.00% | New | 86,314 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -95.6% | 84,671 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +31.1% | 84,204 | $2.7M |
| Invesco Ltd. | 0.00% | Add +5.8% | 83,790 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -15.1% | 83,685 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +29.7% | 81,418 | $2.6M |
| Edgestream Partners, L.P. | 0.11% | Add +145.2% | 78,318 | $2.5M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -33.3% | 74,872 | $2.4M |
| Nishkama Capital, LLC | 0.36% | New | 73,995 | $2.3M |
| Barclays PLC | 0.00% | Add +22.2% | 73,014 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 71,292 | $2.3M |
| Interval Partners, LP | 0.06% | New | 70,892 | $2.2M |
| Trexquant Investment LP | 0.03% | New | 63,754 | $2.0M |
| Holocene Advisors, LP | 0.01% | Reduce -15.8% | 61,897 | $2.0M |
| Sit Investment Associates Inc. | 0.04% | Add +33.8% | 61,367 | $1.9M |
| Advisors Capital Management, LLC | 0.03% | Reduce -2.1% | 60,639 | $1.9M |
| Nellore Capital Management LLC | 0.26% | New | 60,000 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +18.9% | 57,198 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 56,503 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.0% | 56,487 | $1.8M |
| EFG Asset Management (North America) Corp. | 0.29% | Add +34.5% | 55,759 | $1.8M |
| Motley Fool Asset Management LLC | 0.10% | Reduce -2.0% | 52,640 | $1.6M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -9.0% | 51,749 | $1.6M |
| Select Equity Group, L.P. | 0.01% | Add +102.3% | 51,454 | $1.6M |
| Sterling Capital Management LLC | 0.02% | — | 48,362 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +55.6% | 47,562 | $1.5M |
| US Bancorp \de | 0.00% | Add +21.6% | 46,981 | $1.5M |
| LPL Financial LLC | 0.00% | Add +19.1% | 46,027 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.1% | 43,150 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.1% | 43,150 | $1.4M |
| Sepio Capital, LP | 0.10% | Add +364.9% | 42,662 | $1.3M |
| Cinctive Capital Management LP | 0.08% | New | 41,804 | $1.3M |
| Azzad Asset Management Inc. | 0.15% | Reduce -13.8% | 41,004 | $1.3M |
| 49 Wealth Management, LLC | 0.21% | Reduce -8.9% | 40,000 | $1.3M |
| Portside Wealth Group, LLC | 0.21% | Reduce -0.7% | 39,511 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +13.3% | 38,767 | $1.2M |
| Norden Group LLC | 0.14% | Add +50.1% | 37,959 | $1.2M |
| STRS Ohio | 0.00% | Add +19.8% | 37,844 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -9.4% | 37,211 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.9% | 36,891 | $1.2M |
| Treasurer of the State of North Carolina | 0.00% | Add +0.4% | 36,056 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -16.0% | 32,104 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -28.9% | 29,494 | $932K |
| Voya Investment Management LLC | 0.00% | Reduce -6.3% | 27,900 | $881K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,826 | $879K |
| Lazard Asset Management LLC | 0.00% | Add +73.3% | 27,283 | $861K |
| Squarepoint Ops LLC | 0.00% | Reduce -69.3% | 26,899 | $850K |
| Gibbs Wealth Management | 0.27% | Add +14.5% | 26,658 | $842K |
| AlphaQuest LLC | 0.07% | Add +30.4% | 25,231 | $797K |
| Olympiad Research LP | 0.51% | New | 24,962 | $789K |
| Prelude Capital Management, LLC | 0.06% | New | 24,962 | $789K |
| Arizona State Retirement System | 0.01% | Add +41.3% | 24,852 | $785K |
| Gotham Asset Management | 0.01% | Reduce -32.7% | 24,848 | $785K |
| Crestline Management, L.P. | 0.04% | New | 24,442 | $772K |
| Bragg Financial Advisors, Inc | 0.03% | No change | 23,904 | $755K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.7% | 23,884 | $754K |
| Lecap Asset Management Ltd. | 0.16% | New | 23,597 | $745K |
| Handelsbanken Fonder AB | 0.00% | Add +92.3% | 22,500 | $711K |
| Thrivent Financial for Lutherans | 0.00% | New | 21,789 | $689K |
| Synovus Financial Corp. | 0.01% | New | 20,763 | $656K |
| SpiderRock Advisors, LLC | 0.01% | No change | 20,088 | $635K |
| Man Group plc | 0.00% | New | 19,107 | $604K |
| Verition Fund Management LLC | 0.00% | New | 18,810 | $594K |
| First Trust Advisors LP | 0.00% | Reduce -94.8% | 18,405 | $581K |
| Commerce Bank | 0.00% | New | 18,202 | $575K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -82.9% | 15,148 | $569K |
| EntryPoint Capital, LLC | 0.32% | Add +96.5% | 17,938 | $567K |
| Stanley-Laman Group, Ltd. | 0.07% | Reduce -29.3% | 17,488 | $552K |
| HighTower Advisors, LLC | 0.00% | Add +11.4% | 16,906 | $531K |
| Two Sigma Investments, LP | 0.00% | New | 16,443 | $519K |
| Acadian Asset Management LLC | 0.00% | New | 15,412 | $486K |
| Glenmede Trust Co. NA | 0.00% | New | 15,362 | $485K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -2.5% | 15,101 | $477K |
| Formula Growth Ltd. | 0.16% | New | 15,000 | $474K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 14,930 | $472K |
| Natixis Advisors, LLC | 0.00% | Add +5.9% | 14,711 | $465K |
| Petrus Trust Company, LTA | 0.04% | Reduce -15.1% | 14,535 | $459K |
| Malaga Cove Capital, LLC | 0.17% | Add +3.0% | 13,614 | $430K |
| Precision Wealth Strategies, LLC | 0.40% | Add +4.5% | 13,564 | $428K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.9% | 13,453 | $425K |
| Mesirow Institutional Investment Management, Inc. | 0.03% | No change | 13,415 | $424K |
| Pathstone Holdings, LLC | 0.00% | Add +28.0% | 13,159 | $416K |
| UBS Group AG | 0.00% | Reduce -19.6% | 12,928 | $408K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.6% | 12,817 | $405K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.2% | 12,698 | $401K |
| Natixis | 0.00% | Reduce -32.5% | 12,661 | $400K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -24.9% | 12,631 | $399K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +47.6% | 12,605 | $398K |
| Baldwin Wealth Partners LLC | 0.03% | New | 12,467 | $394K |
| Citigroup Inc. | 0.00% | Reduce -41.7% | 12,063 | $381K |
| Victory Capital Management Inc. | 0.00% | Add +15.0% | 11,784 | $372K |
| DC Investments Management, LLC | 0.25% | No change | 11,533 | $364K |
| State of Wyoming | 0.05% | Add +1.6% | 11,433 | $361K |
| Pictet Asset Management Holding SA | 0.00% | Add +34.6% | 11,126 | $351K |
| Bessemer Group Inc. | 0.00% | No change | 10,986 | $347K |
| First Bank & Trust | 0.06% | Reduce -3.5% | 9,831 | $311K |
| Institute for Wealth Management, LLC. | 0.04% | New | 9,604 | $303K |
| Corient Private Wealth LP | 0.00% | New | 9,537 | $301K |
| Centiva Capital, LP | 0.01% | New | 9,181 | $290K |
| Wallace Advisory Group, LLC | 0.21% | No change | 9,151 | $288K |
| Janney Montgomery Scott LLC | 0.00% | New | 8,793 | $278K |
| Legacy Advisors, LLC | 0.03% | New | 8,424 | $266K |
| Xponance LLC | 0.00% | Add +0.9% | 8,079 | $255K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,994 | $248K |
| Berry Wealth Group, LP | 0.18% | New | 7,807 | $247K |
| Mirador Capital Partners LP | 0.04% | No change | 7,793 | $246K |
| Graham Capital Management, L.P. | 0.01% | Reduce -58.0% | 7,650 | $242K |
| Cornercap Investment Counsel Inc. | 0.07% | Reduce -51.3% | 7,538 | $238K |
| Utah Retirement Systems | 0.00% | Reduce -55.6% | 7,503 | $237K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $237K |
| PEAK6 Investments LLC | 0.01% | New | 7,052 | $223K |
| Wolverine Trading, LLC | 0.01% | New | 7,055 | $221K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 6,936 | $219K |
| SG Americas Securities, LLC | 0.00% | New | 6,939 | $219K |
| Quantinno Capital Management LP | 0.00% | Reduce -31.4% | 6,901 | $218K |
| &partners | 0.00% | New | 6,676 | $211K |
| Principal Financial Group Inc. | 0.00% | Reduce -3.8% | 6,531 | $206K |
| Canada Pension Plan Investment Board | 0.00% | No change | 5,700 | $180K |
| Penserra Capital Management LLC | 0.00% | Reduce -14.9% | 5,621 | $177K |
| Amalgamated Bank | 0.00% | No change | 5,174 | $163K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 4,800 | $152K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,700 | $148K |
| Smartleaf Asset Management LLC | 0.02% | Add +14.9% | 4,654 | $146K |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 4,347 | $137K |
| West Tower Group, LLC | 0.27% | New | 4,000 | $126K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 3,769 | $119K |
| Deutsche Bank AG | 0.00% | Reduce -7.7% | 3,679 | $116K |
| Parallel Advisors, LLC | 0.00% | No change | 3,551 | $112K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 3,414 | $108K |
| First Horizon Advisors, Inc. | 0.00% | Add +4.8% | 2,785 | $88K |
| KBC Group NV | 0.00% | No change | 2,388 | $75K |
| Covestor Ltd | 0.04% | Add +8.8% | 2,195 | $69K |
| Asset Management One Co., Ltd. | 0.00% | Add +21.1% | 1,956 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +346.6% | 1,697 | $54K |
| Simplex Trading, LLC | 0.00% | New | 1,629 | $51K |
| Amundi | 0.00% | New | 1,457 | $45K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.4% | 1,215 | $38K |
| Global Retirement Partners, LLC | 0.00% | Add +10.7% | 1,114 | $35K |
| Comerica Bank | 0.00% | Add +69.4% | 1,084 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.4% | 1,044 | $33K |
| FNY Investment Advisers, LLC | 0.02% | New | 1,000 | $31K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -11.8% | 931 | $29K |
| Shell Asset Management Co. | 0.00% | — | 761 | $24K |
| DT Investment Partners, LLC | 0.00% | New | 740 | $23K |
| Banque Cantonale Vaudoise | 0.00% | No change | 588 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.6% | 516 | $16K |
| Clearstead Advisors, LLC | 0.00% | No change | 488 | $15K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.4% | 473 | $15K |
| Cwm, LLC | 0.00% | Add +14.4% | 406 | $13K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 321 | $10K |
| Jones Financial Companies LLLP | 0.00% | Add +79.4% | 314 | $10K |
| GAMMA Investing LLC | 0.00% | Add +35.1% | 281 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.1% | 279 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 278 | $9K |
| Blue Trust, Inc. | 0.00% | Add +184.1% | 250 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | New | 241 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 221 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | Add +21.9% | 200 | $6K |
| Private Trust Co. NA | 0.00% | New | 164 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -7.6% | 145 | $5K |
| Quent Capital, LLC | 0.00% | No change | 137 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -10.7% | 117 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 102 | $3K |
| Principal Securities, Inc. | 0.00% | New | 90 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +22.6% | 76 | $2K |
| UMB Bank, n.a. | 0.00% | New | 61 | $2K |
| Focused Wealth Management, Inc | 0.00% | New | 50 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $2K |
| Brooklyn Investment Group | 0.00% | New | 42 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 42 | $1K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -86.9% | 25 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 11 | $347 |
| Colonial Trust Advisors | 0.00% | Reduce -96.5% | 7 | $221 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 6 | $190 |
| Quadrant Capital Group LLC | 0.00% | Reduce -77.8% | 6 | $190 |
| MV Capital Management, Inc. | 0.00% | Reduce -25.0% | 3 | $95 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $95 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 3 | $95 |
| Larson Financial Group LLC | 0.00% | New | 2 | $63 |
| Hemington Wealth Management | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.