NcinoNCNO
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 275 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, down 5 from Q4 2024. 39 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($320.5M), Kayne Anderson Rudnick Investment Management LLC ($187.1M) and HMI Capital Management, L.P. ($186.1M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Ncino Inc.
- CUSIP
- 63947X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $177.9M |
| Exits | 45 | $57.8M |
All 13F filers, Q4 2024 → Q1 2025: 20,601,365 shares bought and 6,884,920 shares sold, net +13,716,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Vanguard Group Inc. | 0.01% | Add +7.7% | 11,666,955 | $320.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.46% | Reduce -1.2% | 6,811,727 | $187.1M |
| HMI Capital Management, L.P. | 10.13% | No change | 6,773,778 | $186.1M |
| Wasatch Advisors LP | 1.03% | Add +8.3% | 6,689,158 | $183.8M |
| Capital International Investors | 0.03% | Add +21.6% | 5,703,866 | $156.7M |
| Sachem Head Capital Management LP | 5.43% | New | 4,930,000 | $135.4M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +50.2% | 4,867,463 | $133.7M |
| BlackRock, Inc. | 0.00% | Reduce -14.6% | 4,682,889 | $128.6M |
| Insight Holdings Group, LLC | 9.49% | Reduce -1.2% | 4,458,591 | $122.5M |
| ShawSpring Partners LLC | 13.78% | Add +38.9% | 3,651,918 | $100.3M |
| Long Path Partners LP | 31.56% | Reduce -9.1% | 2,972,001 | $81.6M |
| Soma Equity Partners LP | 4.86% | Add +0.5% | 2,931,685 | $80.5M |
| Capital Research Global Investors | 0.02% | Add +307.9% | 2,826,919 | $77.7M |
| Invesco Ltd. | 0.01% | Add +3.6% | 2,697,437 | $74.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.4% | 2,685,473 | $73.8M |
| FMR LLC | 0.00% | Add +44.0% | 2,502,613 | $68.7M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -3.4% | 2,336,681 | $64.2M |
| Brown Capital Management LLC | 1.81% | Reduce -7.2% | 2,180,399 | $59.9M |
| Conestoga Capital Advisors, LLC | 0.89% | Add +2.9% | 2,153,285 | $59.2M |
| Brown Brothers Harriman & Co. | 0.40% | No change | 2,065,880 | $56.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +22.8% | 1,972,322 | $54.2M |
| ArrowMark Colorado Holdings LLC | 0.85% | Reduce -8.3% | 1,916,399 | $52.6M |
| Baron Capital (BAMCO) | 0.15% | Add +8.8% | 1,832,925 | $50.4M |
| Morgan Stanley | 0.00% | Add +88.6% | 1,830,487 | $50.3M |
| Clearbridge Investments, LLC | 0.04% | Add +6.2% | 1,814,130 | $49.8M |
| Geode Capital Management, LLC | 0.00% | Add +8.1% | 1,665,714 | $45.8M |
| Tensile Capital Management LP | 5.71% | Add +14.0% | 1,628,734 | $44.7M |
| Lead Edge Capital Management, LLC | 13.38% | Add +92.9% | 1,604,129 | $44.1M |
| State Street Corp. | 0.00% | Add +3.5% | 1,577,997 | $43.3M |
| American Capital Management Inc. | 1.51% | Add +7.8% | 1,348,206 | $37.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 1,269,978 | $34.9M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 1,120,708 | $30.8M |
| Fred Alger Management, LLC | 0.17% | Reduce -11.2% | 1,097,959 | $30.2M |
| Daventry Group, LP | 12.77% | Add +4.6% | 1,075,148 | $29.5M |
| Keenan Capital, LLC | 6.66% | Add +10.5% | 1,053,783 | $28.9M |
| American Century Companies Inc. | 0.02% | Add +0.9% | 1,008,779 | $27.7M |
| Bank of America Corp. | 0.00% | Add +173.2% | 997,483 | $27.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.2% | 946,491 | $26.0M |
| Senator Investment Group LP | 1.36% | Reduce -27.0% | 932,236 | $25.6M |
| Norges Bank | 0.00% | Reduce -14.4% | 746,250 | $20.5M |
| UBS Group AG | 0.00% | Add +109.8% | 693,238 | $19.0M |
| New York State Common Retirement Fund | 0.03% | Add +2.3% | 684,356 | $18.8M |
| Pembroke Management, LTD | 2.74% | Add +19.1% | 684,008 | $18.8M |
| Northern Trust Corp. | 0.00% | Add +4.9% | 643,056 | $17.7M |
| Ranger Investment Management, L.P. | 1.24% | Add +7.9% | 629,300 | $17.3M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +2.1% | 578,386 | $15.9M |
| Bank of New York Mellon Corp | 0.00% | Add +7.2% | 573,548 | $15.8M |
| Sei Investments Co. | 0.02% | Add +7.5% | 573,503 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.6% | 551,585 | $15.2M |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 532,626 | $14.6M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.2% | 532,511 | $14.6M |
| Janus Henderson Group PLC | 0.01% | Add +4.8% | 496,489 | $14.4M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +38.6% | 485,000 | $13.3M |
| Granite Investment Partners, LLC | 0.65% | Add +41.3% | 465,651 | $12.8M |
| Tremblant Capital Group | 1.38% | Add +7.0% | 410,929 | $11.3M |
| Infini Capital Management Ltd | 11.15% | No change | 403,921 | $11.1M |
| Barclays PLC | 0.01% | Add +17.1% | 395,895 | $10.9M |
| Light Street Capital Management, LLC | 3.27% | New | 367,537 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 364,577 | $10.0M |
| Jennison Associates LLC | 0.01% | Reduce -36.9% | 361,557 | $9.9M |
| Untitled Investments LP | 2.77% | Add +29.1% | 356,127 | $9.8M |
| First Trust Advisors LP | 0.01% | New | 334,087 | $9.2M |
| Millennium Management | 0.01% | Add +229.2% | 303,853 | $8.3M |
| Edgestream Partners, L.P. | 0.27% | Add +149.7% | 292,026 | $8.0M |
| Peregrine Capital Management LLC | 0.26% | Add +3.3% | 289,168 | $7.9M |
| Kennedy Capital Management LLC | 0.19% | Reduce -18.3% | 284,853 | $7.8M |
| Nuveen, LLC | 0.00% | — | 283,572 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.3% | 281,435 | $7.7M |
| Select Equity Group, L.P. | 0.03% | Add +395.3% | 265,211 | $7.3M |
| Townsquare Capital LLC | 0.07% | Reduce -4.0% | 250,132 | $6.9M |
| Algebris (uk) Ltd. | 1.28% | New | 263,017 | $6.7M |
| Nicholas Company, Inc. | 0.11% | Add +12.2% | 228,540 | $6.3M |
| Picton Mahoney Asset Management | 0.21% | Reduce -43.3% | 220,437 | $6.1M |
| Vanderbilt University | 1.08% | Add +69.3% | 205,332 | $5.6M |
| Swiss National Bank | 0.00% | Add +4.8% | 190,600 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +71.4% | 180,609 | $5.0M |
| Comerica Bank | 0.02% | Add +12.8% | 176,786 | $4.9M |
| Squarepoint Ops LLC | 0.01% | Add +546.7% | 152,629 | $4.2M |
| Bullseye Asset Management LLC | 2.08% | Add +0.7% | 140,128 | $3.8M |
| California Public Employees Retirement System | 0.00% | Reduce -5.0% | 137,279 | $3.8M |
| Trust Co of the South | 0.76% | No change | 131,722 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -17.8% | 131,674 | $3.6M |
| Azora Capital LP | 0.24% | New | 130,324 | $3.6M |
| Gagnon Securities LLC | 0.75% | Add +0.1% | 124,823 | $3.4M |
| Holocene Advisors, LP | 0.01% | Add +458.4% | 121,212 | $3.3M |
| Readystate Asset Management LP | 0.30% | Reduce -54.9% | 119,911 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 114,983 | $3.2M |
| Moody Aldrich Partners LLC | 0.64% | Reduce -1.5% | 111,652 | $3.1M |
| Advantage Alpha Capital Partners LP | 0.74% | Add +3.7% | 109,460 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.8% | 100,891 | $2.8M |
| Legal & General Group Plc | 0.00% | Add +7.9% | 99,892 | $2.7M |
| Advisory Research Inc. | 0.46% | Add +35.4% | 94,073 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +7.7% | 92,418 | $2.5M |
| Rhumbline Advisers | 0.00% | Reduce -1.4% | 89,809 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -2.1% | 87,765 | $2.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -2.3% | 83,289 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -5.8% | 78,028 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.6% | 77,512 | $2.1M |
| Gagnon Advisors, LLC | 1.50% | No change | 77,511 | $2.1M |
| one8zero8, LLC | 0.49% | Reduce -5.1% | 74,985 | $2.1M |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.