NcinoNCNO
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 276 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, up 1 from Q1 2025. 61 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($327.9M), Kayne Anderson Rudnick Investment Management LLC ($209.3M) and HMI Capital Management, L.P. ($189.5M). 6 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $302.7M |
| Exits | 58 | $287.5M |
All 13F filers, Q1 2025 → Q2 2025: 23,458,572 shares bought and 21,816,122 shares sold, net +1,642,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Vanguard Group Inc. | 0.01% | Add +0.5% | 11,723,204 | $327.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.50% | Add +9.8% | 7,482,536 | $209.3M |
| HMI Capital Management, L.P. | 10.76% | Add +0.0% | 6,775,973 | $189.5M |
| Wasatch Advisors LP | 0.91% | Reduce -7.1% | 6,216,777 | $173.9M |
| Capital International Investors | 0.03% | Add +2.7% | 5,857,423 | $163.8M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +14.2% | 5,559,197 | $155.5M |
| BlackRock, Inc. | 0.00% | Add +7.7% | 5,042,083 | $141.0M |
| Long Path Partners LP | 45.46% | Add +61.1% | 4,787,869 | $133.9M |
| Sachem Head Capital Management LP | 3.92% | Reduce -8.9% | 4,492,600 | $125.7M |
| Insight Holdings Group, LLC | 5.21% | No change | 4,458,591 | $124.7M |
| ShawSpring Partners LLC | 10.19% | Reduce -20.9% | 2,887,766 | $80.8M |
| Capital Research Global Investors | 0.02% | No change | 2,826,919 | $79.1M |
| Conestoga Capital Advisors, LLC | 1.10% | Add +24.0% | 2,669,920 | $74.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +29.1% | 2,545,648 | $71.2M |
| FMR LLC | 0.00% | Reduce -2.8% | 2,433,693 | $68.1M |
| Clearbridge Investments, LLC | 0.05% | Add +21.7% | 2,207,159 | $61.7M |
| UBS Group AG | 0.01% | Add +217.7% | 2,202,340 | $61.6M |
| Morgan Stanley | 0.00% | Add +19.5% | 2,188,055 | $61.2M |
| Brown Capital Management LLC | 1.68% | Reduce -5.5% | 2,059,875 | $57.6M |
| Baron Capital (BAMCO) | 0.16% | Add +12.0% | 2,052,953 | $57.4M |
| American Capital Management Inc. | 2.27% | Add +45.1% | 1,955,856 | $54.7M |
| Brown Brothers Harriman & Co. | 0.32% | Reduce -13.2% | 1,793,139 | $50.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -34.3% | 1,763,466 | $49.3M |
| Geode Capital Management, LLC | 0.00% | Add +5.7% | 1,760,447 | $49.2M |
| State Street Corp. | 0.00% | Add +10.6% | 1,745,262 | $48.8M |
| Lead Edge Capital Management, LLC | 12.42% | No change | 1,604,129 | $44.9M |
| Spyglass Capital Management LLC | 2.61% | New | 1,579,924 | $44.2M |
| Point72 Asset Management | 0.10% | New | 1,489,022 | $41.6M |
| Tensile Capital Management LP | 4.56% | Reduce -17.1% | 1,350,704 | $37.8M |
| Shannon River Fund Management LLC | 5.34% | New | 1,239,033 | $34.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 1,217,468 | $34.1M |
| Owls Nest Partners IA, LLC | 7.92% | New | 1,195,635 | $33.4M |
| Fred Alger Management, LLC | 0.15% | Add +8.3% | 1,189,616 | $33.3M |
| Franklin Resources Inc. | 0.01% | Add +0.5% | 1,126,293 | $31.5M |
| American Century Companies Inc. | 0.02% | Add +4.3% | 1,052,188 | $29.4M |
| Hood River Capital Management LLC | 0.39% | New | 1,007,625 | $28.2M |
| Balyasny Asset Management L.P. | 0.06% | New | 938,092 | $26.2M |
| Norges Bank | 0.00% | Add +25.6% | 936,897 | $26.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -66.2% | 790,507 | $22.1M |
| New York State Common Retirement Fund | 0.03% | Add +14.6% | 784,418 | $21.9M |
| Ranger Investment Management, L.P. | 1.53% | Add +24.1% | 781,245 | $21.9M |
| Millennium Management | 0.02% | Add +156.2% | 778,420 | $21.8M |
| Janus Henderson Group PLC | 0.01% | Add +56.0% | 774,398 | $21.7M |
| Northern Trust Corp. | 0.00% | Add +11.4% | 716,568 | $20.0M |
| Sei Investments Co. | 0.02% | Add +14.2% | 654,683 | $18.3M |
| Wells Fargo & Company | 0.00% | Add +13.0% | 601,856 | $16.8M |
| Azora Capital LP | 0.71% | Add +333.4% | 564,792 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 554,529 | $15.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +7.2% | 520,000 | $14.5M |
| Citadel Advisors | 0.01% | Add +1238.3% | 496,510 | $13.9M |
| Tremblant Capital Group | 1.27% | Add +14.7% | 471,462 | $13.2M |
| Granite Investment Partners, LLC | 0.64% | Add +0.8% | 469,455 | $13.1M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -15.1% | 452,062 | $12.6M |
| Bank of America Corp. | 0.00% | Reduce -56.2% | 437,107 | $12.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.1% | 429,610 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 413,261 | $11.6M |
| Gotham Asset Management | 0.06% | Add +1070.5% | 387,415 | $10.8M |
| Daventry Group, LP | 4.41% | Reduce -64.2% | 384,801 | $10.8M |
| Ashford Capital Management Inc. | 1.21% | New | 369,140 | $10.3M |
| Kinetic Partners Management, LP | 0.56% | New | 369,000 | $10.3M |
| Algebris (uk) Ltd. | 1.47% | Add +24.5% | 327,411 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.2% | 324,218 | $9.1M |
| Cramer Rosenthal McGlynn LLC | 0.60% | New | 313,168 | $8.8M |
| Nuveen, LLC | 0.00% | Add +9.5% | 310,407 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -67.7% | 305,748 | $8.6M |
| Peregrine Capital Management LLC | 0.25% | Add +1.7% | 293,994 | $8.2M |
| Hawk Ridge Capital Management LP | 0.34% | New | 293,337 | $8.2M |
| Pier Capital, LLC | 1.24% | New | 289,749 | $8.1M |
| Palisade Capital Management, LP | 0.26% | New | 283,657 | $7.9M |
| Ararat Capital Management LP | 3.46% | New | 272,540 | $7.6M |
| Nicholas Company, Inc. | 0.12% | Add +11.5% | 254,783 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +25.6% | 226,849 | $6.3M |
| Comerica Bank | 0.02% | Add +27.8% | 225,962 | $6.3M |
| Man Group plc | 0.01% | New | 205,552 | $5.7M |
| Swiss National Bank | 0.00% | Add +5.0% | 200,200 | $5.6M |
| Advantage Alpha Capital Partners LP | 1.48% | Add +79.7% | 196,734 | $5.5M |
| Barclays PLC | 0.00% | Reduce -54.5% | 180,220 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Add +3932.9% | 171,921 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +48.5% | 170,705 | $4.8M |
| Bullseye Asset Management LLC | 2.37% | Add +21.4% | 170,147 | $4.8M |
| ExodusPoint Capital Management, LP | 0.06% | New | 161,644 | $4.5M |
| Kennedy Capital Management LLC | 0.10% | Reduce -46.1% | 153,580 | $4.3M |
| Light Street Capital Management, LLC | 0.86% | Reduce -59.0% | 150,820 | $4.2M |
| Citigroup Inc. | 0.00% | Add +369.2% | 148,920 | $4.2M |
| Marshall Wace, LLP | 0.01% | New | 148,838 | $4.2M |
| California Public Employees Retirement System | 0.00% | Add +3.6% | 142,234 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.6% | 139,093 | $3.9M |
| Invesco Ltd. | 0.00% | Reduce -94.9% | 136,903 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +231.6% | 133,230 | $3.7M |
| Holocene Advisors, LP | 0.01% | Add +8.8% | 131,913 | $3.7M |
| Trust Co of the South | 0.65% | No change | 131,722 | $3.7M |
| Infini Capital Management Ltd | 2.50% | Reduce -67.5% | 131,355 | $3.7M |
| Brant Point Investment Management LLC | 0.77% | New | 120,000 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +441.8% | 118,985 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +14.4% | 114,299 | $3.2M |
| M&T Bank Corp | 0.01% | Add +28.8% | 113,046 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.6% | 111,626 | $3.1M |
| Moody Aldrich Partners LLC | 0.60% | Reduce -1.5% | 109,975 | $3.1M |
| Vanderbilt University | 0.58% | Reduce -46.6% | 109,616 | $3.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +208.5% | 107,594 | $3.0M |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.