NcinoNCNO
13F holders, Q4 2024 (December 31)280holders +7
45new positions
45sold out
7famous investors
$33.58avg. 13F price*
At the end of Q4 2024, 280 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, up 7 from Q3 2024. 45 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($363.7M), Kayne Anderson Rudnick Investment Management LLC ($231.4M) and HMI Capital Management, L.P. ($227.5M). 7 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ncino Inc.
- CUSIP
- 63947X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $258.7M |
| Exits | 45 | $155.9M |
All 13F filers, Q3 2024 → Q4 2024: 25,952,349 shares bought and 22,941,966 shares sold, net +3,010,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Vanguard Group Inc. | 0.01% | Add +9.6% | 10,830,773 | $363.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.53% | Reduce -6.9% | 6,892,330 | $231.4M |
| HMI Capital Management, L.P. | 11.43% | Reduce -14.0% | 6,773,778 | $227.5M |
| Wasatch Advisors LP | 1.03% | Add +171.9% | 6,177,783 | $207.4M |
| BlackRock, Inc. | 0.00% | Add +4.9% | 5,484,701 | $184.2M |
| Capital International Investors | 0.03% | Add +57.4% | 4,691,204 | $157.5M |
| Insight Holdings Group, LLC | 9.80% | Reduce -71.8% | 4,513,467 | $151.6M |
| Long Path Partners LP | 35.58% | Reduce -12.2% | 3,269,192 | $109.8M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +139.8% | 3,241,017 | $108.8M |
| Soma Equity Partners LP | 5.41% | Add +5.7% | 2,917,681 | $98.0M |
| Ameriprise Financial Inc. | 0.03% | Add +140.4% | 2,900,467 | $97.4M |
| ShawSpring Partners LLC | 11.69% | Reduce -0.9% | 2,628,856 | $88.3M |
| Invesco Ltd. | 0.02% | Add +3006.0% | 2,602,497 | $87.4M |
| Massachusetts Financial Services Co. | 0.03% | New | 2,419,727 | $81.3M |
| Brown Capital Management LLC | 1.83% | Reduce -3.4% | 2,349,050 | $78.9M |
| Conestoga Capital Advisors, LLC | 0.93% | New | 2,092,195 | $70.3M |
| ArrowMark Colorado Holdings LLC | 0.94% | Reduce -0.5% | 2,088,650 | $70.1M |
| Brown Brothers Harriman & Co. | 0.49% | No change | 2,065,880 | $69.4M |
| FMR LLC | 0.00% | Add +40.5% | 1,738,042 | $58.4M |
| Clearbridge Investments, LLC | 0.05% | Reduce -3.8% | 1,708,602 | $57.4M |
| Baron Capital (BAMCO) | 0.15% | Add +12.3% | 1,684,834 | $56.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.6% | 1,606,549 | $53.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 1,541,143 | $51.8M |
| State Street Corp. | 0.00% | Add +3.4% | 1,523,881 | $51.2M |
| Tensile Capital Management LP | 4.98% | Add +12.6% | 1,428,734 | $48.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.6% | 1,285,258 | $43.2M |
| Senator Investment Group LP | 1.26% | Reduce -18.8% | 1,276,686 | $42.9M |
| American Capital Management Inc. | 1.56% | Add +21.4% | 1,250,099 | $42.0M |
| Fred Alger Management, LLC | 0.20% | Reduce -17.7% | 1,236,940 | $41.5M |
| Raymond James Financial Inc. | 0.01% | — | 1,171,341 | $39.3M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 1,104,863 | $37.1M |
| Daventry Group, LP | 13.18% | Add +19.7% | 1,027,878 | $34.5M |
| American Century Companies Inc. | 0.02% | Add +9.2% | 999,761 | $33.6M |
| Morgan Stanley | 0.00% | Add +50.1% | 970,341 | $32.6M |
| Keenan Capital, LLC | 6.47% | Reduce -0.5% | 953,783 | $32.0M |
| Norges Bank | 0.00% | Reduce -11.3% | 871,597 | $29.3M |
| Lead Edge Capital Management, LLC | 9.45% | Add +24.7% | 831,672 | $27.9M |
| Citadel Advisors | 0.03% | Add +75.4% | 812,499 | $27.3M |
| Capital Research Global Investors | 0.00% | New | 693,096 | $23.3M |
| New York State Common Retirement Fund | 0.03% | Add +15.4% | 668,975 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +14.1% | 612,902 | $20.6M |
| Ranger Investment Management, L.P. | 1.24% | New | 583,017 | $19.6M |
| Pembroke Management, LTD | 2.40% | Add +32.8% | 574,092 | $19.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 573,858 | $19.3M |
| Jennison Associates LLC | 0.01% | Add +107.3% | 573,092 | $19.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.8% | 566,627 | $19.0M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +5.1% | 566,308 | $19.0M |
| Loomis Sayles & Co. L P | 0.02% | New | 544,688 | $18.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.9% | 534,975 | $18.0M |
| Sei Investments Co. | 0.02% | Add +59.5% | 533,747 | $17.9M |
| Janus Henderson Group PLC | 0.01% | Add +0.9% | 473,659 | $15.9M |
| National Philanthropic Trust | 0.21% | Add +8.2% | 430,510 | $14.5M |
| Infini Capital Management Ltd | 17.15% | No change | 403,921 | $13.6M |
| LMR Partners LLP | 0.31% | New | 400,000 | $13.4M |
| Picton Mahoney Asset Management | 0.50% | Add +93.4% | 388,652 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 385,435 | $12.9M |
| Tremblant Capital Group | 1.35% | Add +4.6% | 384,239 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -65.0% | 365,170 | $12.3M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -9.1% | 350,000 | $11.8M |
| Kennedy Capital Management LLC | 0.26% | Add +14.3% | 348,533 | $11.7M |
| Barclays PLC | 0.01% | Add +363.1% | 338,088 | $11.4M |
| UBS Group AG | 0.00% | Add +2455.3% | 330,346 | $11.1M |
| Granite Investment Partners, LLC | 0.48% | Reduce -2.1% | 329,493 | $11.1M |
| Peregrine Capital Management LLC | 0.28% | Add +1.8% | 279,885 | $9.4M |
| Untitled Investments LP | 2.26% | Reduce -71.2% | 275,737 | $9.3M |
| Readystate Asset Management LP | 0.68% | Reduce -49.2% | 265,937 | $8.9M |
| Townsquare Capital LLC | 0.10% | Reduce -3.5% | 260,505 | $8.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +67.2% | 242,090 | $8.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -8.5% | 236,555 | $7.9M |
| Pier Capital, LLC | 1.07% | New | 223,032 | $7.5M |
| Nicholas Company, Inc. | 0.11% | Add +7.8% | 203,627 | $6.8M |
| Swiss National Bank | 0.00% | Add +7.9% | 181,800 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.6% | 160,259 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Add +30.3% | 160,216 | $5.4M |
| Comerica Bank | 0.02% | Add +14357.6% | 156,720 | $5.3M |
| California Public Employees Retirement System | 0.00% | Reduce -4.7% | 144,507 | $4.9M |
| Segall Bryant & Hamill, LLC | 0.07% | Reduce -27.8% | 143,717 | $4.8M |
| Bullseye Asset Management LLC | 2.20% | Reduce -1.2% | 139,128 | $4.7M |
| Citigroup Inc. | 0.00% | Add +995.5% | 132,150 | $4.4M |
| Trust Co of the South | 0.90% | No change | 131,722 | $4.4M |
| Gagnon Securities LLC | 0.84% | New | 124,759 | $4.2M |
| Vanderbilt University | 0.80% | Reduce -13.7% | 121,266 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +150.4% | 119,080 | $4.0M |
| Edgestream Partners, L.P. | 0.17% | Add +49.3% | 116,934 | $3.9M |
| Moody Aldrich Partners LLC | 0.70% | Reduce -2.8% | 113,316 | $3.8M |
| Advantage Alpha Capital Partners LP | 0.84% | Reduce -37.5% | 105,541 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +37664.9% | 105,364 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 105,204 | $3.5M |
| Trexquant Investment LP | 0.04% | Add +63.0% | 103,907 | $3.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -42.2% | 99,748 | $3.3M |
| Sone Capital Management, LLC | 0.40% | — | 93,806 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.5% | 93,588 | $3.1M |
| Legal & General Group Plc | 0.00% | Add +10.0% | 92,598 | $3.1M |
| Millennium Management | 0.00% | Reduce -77.6% | 92,306 | $3.1M |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 91,069 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -12.2% | 89,637 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.8% | 87,668 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 86,898 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +5.4% | 85,835 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -1.3% | 85,215 | $2.9M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -4.7% | 82,828 | $2.8M |
| one8zero8, LLC | 0.57% | — | 78,985 | $2.7M |
| Gagnon Advisors, LLC | 1.67% | New | 77,511 | $2.6M |
| KBC Group NV | 0.01% | Add +3082.1% | 75,988 | $2.6M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 75,973 | $2.6M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -0.0% | 74,861 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 70,903 | $2.4M |
| EFG Asset Management (North America) Corp. | 0.32% | Add +26.9% | 70,739 | $2.4M |
| Jackson Square Partners, LLC | 0.24% | Reduce -52.7% | 69,988 | $2.4M |
| Advisory Research Inc. | 0.39% | New | 69,477 | $2.3M |
| Advisors Capital Management, LLC | 0.03% | Add +8.5% | 65,791 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -38.2% | 64,184 | $2.2M |
| Jain Global LLC | 0.06% | — | 62,359 | $2.1M |
| Sepio Capital, LP | 0.16% | Add +42.5% | 60,797 | $2.0M |
| Motley Fool Asset Management LLC | 0.10% | Add +10.4% | 58,120 | $2.0M |
| Gotham Asset Management | 0.02% | Add +130.6% | 57,304 | $1.9M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +1.1% | 57,133 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | Reduce -9.6% | 55,470 | $1.9M |
| Select Equity Group, L.P. | 0.01% | Add +4.1% | 53,546 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 52,414 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +305.6% | 51,504 | $1.7M |
| Sterling Capital Management LLC | 0.02% | Add +1.2% | 48,945 | $1.6M |
| TD Asset Management Inc | 0.00% | New | 48,392 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 44,745 | $1.5M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -16.7% | 43,113 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -8.7% | 42,913 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.4% | 42,526 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.4% | 42,526 | $1.4M |
| STRS Ohio | 0.01% | Add +11.0% | 42,020 | $1.4M |
| Azzad Asset Management Inc. | 0.27% | Add +0.7% | 41,305 | $1.4M |
| Norden Group LLC | 0.15% | Add +2.3% | 38,831 | $1.3M |
| Portside Wealth Group, LLC | 0.21% | Reduce -4.1% | 37,875 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 36,706 | $1.2M |
| Treasurer of the State of North Carolina | 0.00% | Add +1.7% | 36,676 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.5% | 36,634 | $1.2M |
| Drive Wealth Management, LLC | 0.29% | Reduce -72.5% | 35,509 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +24.7% | 34,011 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +152.3% | 33,205 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 32,692 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -76.1% | 32,581 | $1.1M |
| Gibbs Wealth Management | 0.28% | Add +15.4% | 30,766 | $1.0M |
| Centiva Capital, LP | 0.04% | Add +233.9% | 30,653 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 30,427 | $1.0M |
| Lighthouse Investment Partners, LLC | 0.04% | New | 29,691 | $997K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,826 | $934K |
| Malaga Cove Capital, LLC | 0.37% | Add +104.3% | 27,817 | $934K |
| Natixis Advisors, LLC | 0.00% | Add +88.1% | 27,676 | $929K |
| Signaturefd, LLC | 0.02% | Reduce -14.6% | 27,407 | $920K |
| Alliancebernstein L.P. | 0.00% | Reduce -26.6% | 27,065 | $909K |
| Arizona State Retirement System | 0.01% | Add +8.0% | 26,842 | $901K |
| Tudor Investment Corporation | 0.01% | Reduce -88.2% | 26,808 | $900K |
| Voya Investment Management LLC | 0.00% | Reduce -3.9% | 26,802 | $900K |
| Dynamic Technology Lab Private Ltd | 0.14% | New | 26,377 | $886K |
| Atria Investments, Inc | 0.01% | Reduce -16.2% | 24,713 | $830K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 24,656 | $828K |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +93.0% | 24,379 | $819K |
| Squarepoint Ops LLC | 0.00% | Reduce -12.3% | 23,602 | $793K |
| Glenmede Trust Co. NA | 0.00% | Add +50.2% | 23,074 | $775K |
| Handelsbanken Fonder AB | 0.00% | Add +2.2% | 23,000 | $772K |
| Holocene Advisors, LP | 0.00% | Reduce -64.9% | 21,707 | $729K |
| Twinbeech Capital LP | 0.01% | New | 21,332 | $716K |
| Ardsley Advisory Partners LP | 0.13% | New | 20,000 | $672K |
| Oxford Asset Management LLP | 0.30% | New | 19,252 | $646K |
| Commerce Bank | 0.00% | No change | 18,202 | $611K |
| KLP Kapitalforvaltning As | 0.00% | — | 18,100 | $608K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -25.7% | 17,769 | $597K |
| HighTower Advisors, LLC | 0.00% | Add +4.2% | 17,620 | $592K |
| Stanley-Laman Group, Ltd. | 0.08% | Reduce -4.4% | 16,716 | $561K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +26.4% | 15,928 | $535K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.8% | 15,523 | $522K |
| Synovus Financial Corp. | 0.01% | Reduce -25.9% | 15,384 | $517K |
| &partners | 0.01% | Add +124.8% | 15,005 | $516K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -1.2% | 14,925 | $501K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 14,877 | $500K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 14,461 | $486K |
| Quantinno Capital Management LP | 0.00% | Add +107.7% | 14,332 | $481K |
| Precision Wealth Strategies, LLC | 0.37% | Add +5.3% | 14,278 | $479K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -6.8% | 14,119 | $459K |
| Legacy Advisors, LLC | 0.04% | Add +57.7% | 13,284 | $446K |
| Petrus Trust Company, LTA | 0.04% | Reduce -13.5% | 12,575 | $422K |
| Victory Capital Management Inc. | 0.00% | Add +2.9% | 12,124 | $407K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 11,909 | $400K |
| DC Investments Management, LLC | 0.25% | No change | 11,533 | $387K |
| Mesirow Institutional Investment Management, Inc. | 0.03% | Reduce -15.9% | 11,287 | $379K |
| SBI Securities Co., Ltd. | 0.01% | — | 11,220 | $377K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,126 | $374K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +549.0% | 11,013 | $370K |
| Formula Growth Ltd. | 0.13% | Reduce -26.7% | 11,000 | $369K |
| Kings Path Partners LLC | 0.14% | New | 9,995 | $336K |
| Lecap Asset Management Ltd. | 0.09% | Reduce -58.0% | 9,919 | $333K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.2% | 9,865 | $331K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 9,604 | $323K |
| Ofi Invest Asset Management | 0.01% | — | 9,600 | $311K |
| State of Wyoming | 0.04% | Reduce -19.4% | 9,214 | $309K |
| Dark Forest Capital Management LP | 0.05% | New | 9,114 | $306K |
| Keybank National Association | 0.00% | New | 8,854 | $297K |
| Xponance LLC | 0.00% | Add +2.7% | 8,298 | $279K |
| AQR Capital Management | 0.00% | New | 8,272 | $278K |
| Berry Wealth Group, LP | 0.20% | Add +5.1% | 8,207 | $276K |
| Wallace Advisory Group, LLC | 0.19% | Reduce -5.3% | 8,671 | $274K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +66.7% | 8,000 | $268K |
| First Bank & Trust | 0.05% | Reduce -20.3% | 7,836 | $263K |
| Jane Street Group, LLC | 0.00% | Reduce -86.8% | 7,537 | $253K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $252K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 7,218 | $242K |
| Crestline Management, L.P. | 0.01% | Reduce -70.5% | 7,200 | $242K |
| D. E. Shaw & Co. | 0.00% | New | 6,886 | $231K |
| Mariner, LLC | 0.00% | Reduce -1.0% | 6,866 | $231K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,768 | $227K |
| QRG Capital Management, Inc. | 0.00% | New | 6,757 | $227K |
| Angeles Wealth Management, LLC | 0.02% | New | 6,525 | $219K |
| Cottonwood Capital Advisors, LLC | 0.16% | New | 6,486 | $218K |
| Woodline Partners LP | 0.00% | New | 6,444 | $216K |
| Group One Trading LLC | 0.01% | New | 6,361 | $214K |
| Principal Financial Group Inc. | 0.00% | Reduce -3.4% | 6,307 | $212K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.4% | 5,907 | $204K |
| Mechanics Bank Trust Department | 0.03% | New | 5,999 | $201K |
| Amundi | 0.00% | Add +312.1% | 6,004 | $201K |
| Deutsche Bank AG | 0.00% | Add +42.9% | 5,256 | $176K |
| Amalgamated Bank | 0.00% | No change | 5,174 | $174K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.6% | 4,777 | $160K |
| BNP Paribas Financial Markets | 0.00% | New | 4,552 | $153K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.9% | 4,536 | $152K |
| Caitong International Asset Management Co., Ltd | 0.14% | — | 4,171 | $140K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -18.7% | 3,783 | $127K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.8% | 3,739 | $126K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 3,509 | $118K |
| Acadian Asset Management LLC | 0.00% | Reduce -78.6% | 3,301 | $110K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.06% | — | 2,907 | $98K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -14.3% | 2,386 | $80K |
| Asset Management One Co., Ltd. | 0.00% | Add +16.5% | 2,279 | $78K |
| Covestor Ltd | 0.04% | Reduce -14.8% | 1,871 | $63K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,684 | $57K |
| Osaic Holdings, Inc. | 0.00% | Reduce -64.4% | 1,547 | $52K |
| CSS LLC | 0.01% | New | 1,490 | $50K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.5% | 1,173 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.1% | 1,160 | $39K |
| Hilltop National Bank | 0.01% | New | 1,115 | $37K |
| Bank of Montreal | 0.00% | New | 1,087 | $37K |
| Fifth Third Bancorp | 0.00% | New | 1,002 | $34K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.4% | 853 | $29K |
| Shell Asset Management Co. | 0.00% | No change | 761 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 673 | $23K |
| Huntington National Bank | 0.00% | New | 565 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.6% | 508 | $17K |
| Clearstead Advisors, LLC | 0.00% | No change | 488 | $16K |
| Cwm, LLC | 0.00% | Add +8.6% | 441 | $15K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -15.0% | 402 | $13K |
| GAMMA Investing LLC | 0.00% | Add +21.0% | 340 | $11K |
| Summit Securities Group LLC | 0.00% | New | 333 | $11K |
| AlphaQuest LLC | 0.00% | Reduce -99.0% | 263 | $9K |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.0% | 226 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 221 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -23.0% | 214 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 200 | $7K |
| Private Trust Co. NA | 0.00% | Add +18.9% | 195 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Add +49.6% | 175 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 147 | $5K |
| Quent Capital, LLC | 0.00% | No change | 137 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 102 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +827.3% | 102 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -41.4% | 85 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -11.1% | 80 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 76 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 61 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $2K |
| MAI Capital Management | 0.00% | New | 48 | $2K |
| Brooklyn Investment Group | 0.00% | No change | 42 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 20 | $672 |
| Larson Financial Group LLC | 0.00% | Add +650.0% | 15 | $504 |
| Whipplewood Advisors, LLC | 0.00% | — | 13 | $437 |
| JFS Wealth Advisors, LLC | 0.00% | Add +16.7% | 7 | $236 |
| SJS Investment Consulting Inc. | 0.00% | Add +133.3% | 7 | $236 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +133.3% | 7 | $236 |
| Quadrant Capital Group LLC | 0.00% | No change | 6 | $202 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $101 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $101 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $67 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -84.0% | 4 | $0 |
| Hemington Wealth Management | 0.00% | Add +187.5% | 23 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.