NcinoNCNO
13F holders, Q1 2025 (March 31)275holders −5
39new positions
45sold out
6famous investors
$27.46avg. 13F price*
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 |
| Bleakley Financial Group, LLC | 0.07% | Reduce -0.0% | 74,834 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +2.8% | 72,873 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +43.6% | 69,480 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | Add +25.2% | 69,425 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -23.2% | 66,773 | $1.8M |
| Advisors Capital Management, LLC | 0.03% | Add +0.7% | 66,270 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +20.8% | 62,217 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +17.5% | 61,569 | $1.7M |
| Bridgewater Associates | 0.01% | New | 61,285 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +1.1% | 57,743 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -12.6% | 56,098 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 55,435 | $1.5M |
| Motley Fool Asset Management LLC | 0.09% | Reduce -4.8% | 55,330 | $1.5M |
| Sixth Street Partners Management Company, L.P. | 0.20% | New | 55,000 | $1.5M |
| Sepio Capital, LP | 0.11% | Reduce -16.8% | 50,560 | $1.4M |
| North Reef Capital Management LP | 0.06% | New | 50,000 | $1.4M |
| LMR Partners LLP | 0.04% | Reduce -87.5% | 50,000 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 43,447 | $1.2M |
| Azzad Asset Management Inc. | 0.14% | Add +5.0% | 43,355 | $1.2M |
| Summit Trail Advisors, LLC | 0.04% | No change | 43,113 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.3% | 42,399 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.3% | 42,399 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +241.1% | 41,349 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +12.6% | 41,266 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.9% | 40,176 | $1.1M |
| STRS Ohio | 0.00% | Reduce -5.9% | 39,547 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Add +4.1% | 38,166 | $1.0M |
| Sterling Capital Management LLC | 0.02% | Reduce -22.5% | 37,928 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +13.2% | 37,597 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -95.4% | 37,100 | $1.0M |
| Portside Wealth Group, LLC | 0.16% | Reduce -3.3% | 36,621 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +12.0% | 36,603 | $1.0M |
| Gibbs Wealth Management | 0.24% | Add +18.4% | 36,435 | $1.0M |
| Malaga Cove Capital, LLC | 0.43% | Add +30.1% | 36,201 | $994K |
| Drive Wealth Management, LLC | 0.23% | Reduce -0.4% | 35,360 | $971K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -65.0% | 34,878 | $958K |
| Norden Group LLC | 0.11% | Reduce -11.4% | 34,393 | $945K |
| Truist Financial Corp. | 0.00% | Reduce -7.3% | 34,035 | $935K |
| Gotham Asset Management | 0.01% | Reduce -42.2% | 33,097 | $909K |
| Alliancebernstein L.P. | 0.00% | Add +18.1% | 31,967 | $878K |
| Citigroup Inc. | 0.00% | Reduce -76.0% | 31,742 | $872K |
| US Bancorp \de | 0.00% | Reduce -26.4% | 31,586 | $868K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.9% | 31,297 | $860K |
| Atom Investors LP | 0.10% | New | 30,625 | $841K |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +24.4% | 30,333 | $833K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +19.2% | 29,390 | $807K |
| Arizona State Retirement System | 0.00% | Add +5.1% | 28,223 | $775K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,826 | $764K |
| Quantinno Capital Management LP | 0.00% | Add +87.6% | 26,884 | $739K |
| Kornitzer Capital Management Inc. | 0.02% | New | 26,750 | $735K |
| Bayesian Capital Management, LP | 0.12% | New | 26,499 | $728K |
| Voya Investment Management LLC | 0.00% | Reduce -2.6% | 26,109 | $717K |
| Aquatic Capital Management LLC | 0.02% | New | 25,691 | $706K |
| Natixis Advisors, LLC | 0.00% | Reduce -15.0% | 23,531 | $646K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.0% | 23,072 | $634K |
| Handelsbanken Fonder AB | 0.00% | No change | 23,000 | $632K |
| D. E. Shaw & Co. | 0.00% | Add +218.9% | 21,963 | $603K |
| Atria Investments, Inc | 0.01% | Reduce -18.0% | 20,267 | $557K |
| Commerce Bank | 0.00% | No change | 18,202 | $500K |
| KLP Kapitalforvaltning As | 0.00% | No change | 18,100 | $497K |
| Clearline Capital LP | 0.05% | New | 18,000 | $494K |
| SummitTX Capital, L.P. | 0.02% | — | 17,962 | $493K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 17,769 | $488K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +21.1% | 17,518 | $481K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.3% | 17,208 | $473K |
| Ofi Invest Asset Management | 0.01% | Add +93.0% | 18,524 | $471K |
| &partners | 0.01% | Add +7.4% | 16,113 | $466K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +106.8% | 16,542 | $454K |
| Pictet Asset Management Holding SA | 0.00% | Add +48.2% | 16,492 | $453K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,928 | $438K |
| Precision Wealth Strategies, LLC | 0.33% | Add +10.5% | 15,779 | $433K |
| Stanley-Laman Group, Ltd. | 0.07% | Reduce -7.0% | 15,551 | $427K |
| Fox Run Management, L.L.C. | 0.06% | New | 14,884 | $409K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 14,865 | $408K |
| DC Investments Management, LLC | 0.21% | Add +26.3% | 14,562 | $400K |
| Alliance Wealth Advisors, LLC | 0.10% | Reduce -2.7% | 14,519 | $399K |
| Engineers Gate Manager LP | 0.01% | New | 14,498 | $398K |
| Teacher Retirement System of Texas | 0.00% | New | 14,333 | $394K |
| Woodline Partners LP | 0.00% | Add +105.3% | 13,227 | $363K |
| Versor Investments LP | 0.06% | New | 13,068 | $359K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 12,469 | $343K |
| Brevan Howard Capital Management LP | 0.01% | New | 12,293 | $338K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 12,151 | $334K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -55.2% | 11,815 | $325K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.8% | 11,313 | $311K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -6.5% | 13,197 | $309K |
| AlphaQuest LLC | 0.03% | Add +3935.7% | 10,614 | $292K |
| Wallace Advisory Group, LLC | 0.20% | Reduce -1.6% | 8,533 | $287K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 9,604 | $264K |
| Kings Path Partners LLC | 0.13% | Reduce -5.7% | 9,430 | $259K |
| State of Wyoming | 0.03% | Reduce -0.9% | 9,130 | $251K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.8% | 9,094 | $250K |
| Xponance LLC | 0.00% | Add +7.9% | 8,954 | $246K |
| Mindset Wealth Management, LLC | 0.09% | New | 8,832 | $243K |
| Bridgefront Capital, LLC | 0.07% | New | 8,625 | $237K |
| Petrus Trust Company, LTA | 0.02% | Reduce -32.0% | 8,556 | $235K |
| First Bank & Trust | 0.04% | Reduce -0.3% | 7,811 | $215K |
| MetLife Investment Management, LLC | 0.00% | Add +105.9% | 7,697 | $211K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $206K |
| Signaturefd, LLC | 0.00% | Reduce -72.9% | 7,418 | $204K |
| Angeles Wealth Management, LLC | 0.02% | Add +13.4% | 7,402 | $203K |
| Simplex Trading, LLC | 0.01% | New | 7,313 | $200K |
| SG Americas Securities, LLC | 0.00% | New | 6,131 | $168K |
| Amalgamated Bank | 0.00% | Add +1.6% | 5,257 | $144K |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 5,196 | $143K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 4,794 | $132K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 4,475 | $123K |
| Amundi | 0.00% | Reduce -7.3% | 5,564 | $121K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.1% | 4,052 | $117K |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.3% | 4,263 | $117K |
| KBC Group NV | 0.00% | Reduce -94.7% | 4,012 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.9% | 3,981 | $109K |
| Asset Management One Co., Ltd. | 0.00% | Add +63.1% | 3,718 | $102K |
| Quantbot Technologies LP | 0.00% | New | 3,700 | $102K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.2% | 3,432 | $94K |
| FNY Investment Advisers, LLC | 0.05% | New | 3,000 | $82K |
| First Horizon Advisors, Inc. | 0.00% | Add +22.6% | 2,924 | $80K |
| Group One Trading LLC | 0.00% | Reduce -54.9% | 2,870 | $79K |
| CSS LLC | 0.01% | Add +66.4% | 2,480 | $68K |
| Covestor Ltd | 0.04% | Add +27.6% | 2,388 | $66K |
| Johnson Financial Group, Inc. | 0.00% | Add +11.1% | 1,871 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 1,406 | $39K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.6% | 1,131 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.9% | 1,275 | $28K |
| Fifth Third Bancorp | 0.00% | Reduce -0.3% | 999 | $27K |
| Coldstream Capital Management Inc. | 0.00% | New | 840 | $23K |
| Shell Asset Management Co. | 0.00% | Reduce -3.9% | 731 | $20K |
| Advisors Asset Management, Inc. | 0.00% | New | 669 | $18K |
| SVB Wealth LLC | 0.00% | New | 639 | $18K |
| Banque Cantonale Vaudoise | 0.00% | — | 588 | $16K |
| Legacy Advisors, LLC | 0.00% | Add +64.3% | 21,819 | $13K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 391 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.5% | 358 | $10K |
| Clearstead Advisors, LLC | 0.00% | Reduce -38.3% | 301 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -17.4% | 281 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | Add +38.0% | 276 | $8K |
| Cwm, LLC | 0.00% | Reduce -41.0% | 260 | $7K |
| Summit Securities Group LLC | 0.00% | Reduce -27.0% | 243 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 221 | $6K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.6% | 202 | $6K |
| Private Trust Co. NA | 0.00% | No change | 195 | $5K |
| Lazard Asset Management LLC | 0.00% | Reduce -99.4% | 200 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 174 | $5K |
| Millstone Evans Group, LLC | 0.00% | New | 168 | $5K |
| Quent Capital, LLC | 0.00% | No change | 137 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -25.2% | 110 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +36.8% | 104 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 80 | $3K |
| MAI Capital Management | 0.00% | Add +85.4% | 89 | $2K |
| Larson Financial Group LLC | 0.00% | Add +320.0% | 63 | $2K |
| Brooklyn Investment Group | 0.00% | Add +38.1% | 58 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 58 | $2K |
| Arax Advisory Partners | 0.00% | New | 57 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -35.3% | 55 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 50 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 38 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +271.4% | 26 | $715 |
| Creative Financial Designs Inc. | 0.00% | New | 21 | $577 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -80.4% | 20 | $550 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.7% | 14 | $385 |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2448.8% | 10,246 | $373 |
| Whipplewood Advisors, LLC | 0.00% | Reduce -46.1% | 7 | $357 |
| Activest Wealth Management | 0.00% | New | 13 | $357 |
| SouthState Bank Corp | 0.00% | New | 10 | $275 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -91.2% | 9 | $247 |
| TD Capital Management LLC | 0.00% | New | 8 | $220 |
| Quadrant Capital Group LLC | 0.00% | No change | 6 | $165 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 4 | $110 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -42.9% | 4 | $110 |
| Global Financial Private Client, LLC | 0.00% | Add +100.0% | 4 | $110 |
| MV Capital Management, Inc. | 0.00% | Reduce -66.7% | 1 | $28 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $28 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $27 |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -66.7% | 1 | $27 |
| Hemington Wealth Management | 0.00% | Add +4.3% | 24 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.