NcinoNCNO

13F holders, Q2 2025 (June 30)
276holders +1
61new positions
58sold out
6famous investors
$27.97avg. 13F price*

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

0100200300 Q1 2024: 228Q1 2024Q2 2024: 250Q2 2024Q3 2024: 273Q3 2024Q4 2024: 280Q4 2024Q1 2025: 275Q1 2025Q2 2025: 276Q2 2025Q3 2025: 299Q3 2025Q4 2025: 296Q4 2025Q1 2026: 283Q1 2026Q2 2026: 289Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions61$302.7M
Exits58$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.

Show all 276 holders