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
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 |
| Edgestream Partners, L.P. | 0.08% | Reduce -64.6% | 103,384 | $2.9M |
| Aquatic Capital Management LLC | 0.06% | Add +286.8% | 99,376 | $2.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +24.7% | 97,283 | $2.7M |
| Neuberger Berman Group LLC | 0.00% | Add +29.9% | 94,653 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +2.1% | 94,405 | $2.6M |
| Rhumbline Advisers | 0.00% | Add +3.3% | 92,770 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -42.5% | 87,774 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +38.4% | 86,124 | $2.4M |
| Advisory Research Inc. | 0.36% | Reduce -11.1% | 83,668 | $2.3M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | New | 83,118 | $2.3M |
| Macquarie Group Ltd. | 0.00% | Reduce -1.2% | 82,288 | $2.3M |
| Summit Trail Advisors, LLC | 0.04% | Add +74.4% | 75,180 | $2.1M |
| Advisors Capital Management, LLC | 0.03% | Add +12.7% | 74,672 | $2.1M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -0.2% | 74,656 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.6% | 73,979 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.7% | 70,647 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +0.5% | 69,820 | $2.0M |
| Sit Investment Associates Inc. | 0.04% | Add +0.3% | 69,655 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 69,552 | $1.9M |
| Azzad Asset Management Inc. | 0.20% | Add +52.4% | 66,051 | $1.8M |
| Senvest Management, LLC | 0.06% | New | 65,000 | $1.8M |
| Verition Fund Management LLC | 0.01% | New | 63,577 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +10.5% | 62,004 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.4% | 56,963 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 51,781 | $1.4M |
| State of Wyoming | 0.17% | Add +458.8% | 51,018 | $1.4M |
| Treasurer of the State of North Carolina | 0.00% | Add +30.5% | 49,796 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Add +13.3% | 46,732 | $1.3M |
| Malaga Cove Capital, LLC | 0.50% | Add +24.7% | 45,151 | $1.3M |
| Portside Wealth Group, LLC | 0.18% | Add +21.8% | 44,602 | $1.2M |
| LPL Financial LLC | 0.00% | Add +1.4% | 44,042 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +31.5% | 41,166 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +72.3% | 40,537 | $1.1M |
| Gibbs Wealth Management | 0.22% | Add +9.9% | 40,050 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.7% | 39,547 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +22.6% | 39,190 | $1.1M |
| Norden Group LLC | 0.12% | Add +12.7% | 38,772 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.0% | 37,205 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +8.0% | 36,761 | $1.0M |
| Gagnon Securities LLC | 0.21% | Reduce -70.6% | 36,732 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 36,603 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +33.8% | 35,978 | $1.0M |
| Drive Wealth Management, LLC | 0.22% | Reduce -0.7% | 35,123 | $982K |
| US Bancorp \de | 0.00% | Reduce -0.1% | 31,541 | $882K |
| Arizona State Retirement System | 0.00% | Add +8.3% | 30,568 | $855K |
| Susquehanna International Group, LLP | 0.00% | New | 30,521 | $854K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +87.7% | 29,889 | $836K |
| NewEdge Wealth, LLC | 0.01% | New | 30,387 | $817K |
| Glenmede Investment Management, LP | 0.00% | — | 29,172 | $816K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,826 | $778K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 26,750 | $748K |
| Jain Global LLC | 0.01% | New | 26,637 | $745K |
| Atria Investments, Inc | 0.01% | Add +27.8% | 25,909 | $725K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -14.2% | 25,216 | $705K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +41.1% | 24,722 | $691K |
| Townsquare Capital LLC | 0.06% | Reduce -90.5% | 23,823 | $666K |
| Handelsbanken Fonder AB | 0.00% | Reduce -1.3% | 22,700 | $635K |
| Callan Family Office, LLC | 0.02% | New | 22,595 | $632K |
| &partners | 0.00% | Add +39.9% | 22,549 | $631K |
| KLP Kapitalforvaltning As | 0.00% | Add +21.0% | 21,900 | $613K |
| Creative Planning | 0.00% | New | 20,295 | $568K |
| HighTower Advisors, LLC | 0.00% | Add +7.0% | 18,406 | $515K |
| Sepio Capital, LP | 0.04% | Reduce -64.1% | 18,135 | $507K |
| Clearline Capital LP | 0.04% | No change | 18,000 | $503K |
| Precision Wealth Strategies, LLC | 0.16% | Add +10.8% | 17,478 | $489K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +18.8% | 17,246 | $482K |
| Voya Investment Management LLC | 0.00% | Reduce -35.9% | 16,743 | $468K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 15,839 | $443K |
| Teacher Retirement System of Texas | 0.00% | Add +10.5% | 15,834 | $443K |
| Index Fund Advisors, Inc. | 0.02% | New | 15,590 | $436K |
| Kings Path Partners LLC | 0.17% | Add +63.5% | 15,420 | $431K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 15,108 | $423K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 14,785 | $414K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -11.2% | 14,638 | $409K |
| DC Investments Management, LLC | 0.17% | No change | 14,562 | $407K |
| Victory Capital Management Inc. | 0.00% | Reduce -65.1% | 14,444 | $404K |
| Stanley-Laman Group, Ltd. | 0.06% | Reduce -8.1% | 14,290 | $400K |
| Simplex Trading, LLC | 0.01% | Add +84.6% | 13,497 | $377K |
| Versor Investments LP | 0.06% | Reduce -0.9% | 12,951 | $362K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 12,416 | $347K |
| Cinctive Capital Management LP | 0.02% | New | 12,341 | $345K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -7.3% | 12,232 | $323K |
| Angeles Wealth Management, LLC | 0.02% | Add +55.3% | 11,498 | $322K |
| DRW Securities, LLC | 0.02% | New | 11,372 | $321K |
| SummitTX Capital, L.P. | 0.01% | Reduce -38.6% | 11,029 | $308K |
| CM Wealth Advisors LLC | 0.09% | New | 10,976 | $307K |
| Engineers Gate Manager LP | 0.00% | Reduce -25.0% | 10,880 | $304K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -4.0% | 10,859 | $304K |
| Sherbrooke Park Advisers LLC | 0.13% | New | 10,836 | $303K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.2% | 10,199 | $285K |
| Petrus Trust Company, LTA | 0.03% | Add +16.7% | 9,987 | $279K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 9,604 | $269K |
| Prudential Financial Inc. | 0.00% | New | 7,444 | $262K |
| Bayesian Capital Management, LP | 0.04% | Reduce -65.7% | 9,099 | $254K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -27.7% | 8,890 | $249K |
| Wallace Advisory Group, LLC | 0.18% | Add +5.2% | 8,977 | $247K |
| Natixis | 0.00% | New | 8,787 | $246K |
| Cottonwood Capital Advisors, LLC | 0.16% | New | 8,383 | $234K |
| Jane Street Group, LLC | 0.00% | New | 8,365 | $234K |
| Oak Thistle LLC | 0.03% | New | 8,243 | $231K |
| Signaturefd, LLC | 0.00% | Add +3.0% | 7,643 | $214K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $210K |
| First Bank & Trust | 0.04% | Reduce -6.5% | 7,301 | $204K |
| Mechanics Bank Trust Department | 0.03% | New | 7,291 | $204K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,097 | $204K |
| Sterling Capital Management LLC | 0.00% | Reduce -83.9% | 6,123 | $171K |
| Amalgamated Bank | 0.00% | Reduce -4.2% | 5,035 | $141K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.8% | 4,757 | $133K |
| Deutsche Bank AG | 0.00% | Reduce -11.8% | 4,585 | $128K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 4,491 | $126K |
| Asset Management One Co., Ltd. | 0.00% | Add +15.2% | 4,284 | $120K |
| Parallel Advisors, LLC | 0.00% | Add +23.8% | 4,248 | $119K |
| KBC Group NV | 0.00% | Reduce -27.0% | 2,930 | $82K |
| STRS Ohio | 0.00% | Reduce -93.6% | 2,548 | $71K |
| MetLife Investment Management, LLC | 0.00% | Reduce -68.1% | 2,456 | $69K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -17.2% | 2,422 | $68K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -45.0% | 2,227 | $62K |
| FNY Investment Advisers, LLC | 0.02% | Reduce -33.3% | 2,000 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.5% | 1,811 | $51K |
| Hilltop National Bank | 0.01% | — | 1,492 | $42K |
| Osaic Holdings, Inc. | 0.00% | Add +4.1% | 1,464 | $41K |
| Brooklyn Investment Group | 0.00% | Add +2148.3% | 1,304 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.1% | 1,210 | $34K |
| Advisors Asset Management, Inc. | 0.00% | Add +68.5% | 1,127 | $32K |
| Jones Financial Companies LLLP | 0.00% | Add +380.2% | 970 | $27K |
| Fifth Third Bancorp | 0.00% | Reduce -6.6% | 933 | $26K |
| Group One Trading LLC | 0.00% | Reduce -70.1% | 859 | $24K |
| Lazard Asset Management LLC | 0.00% | Add +324.0% | 848 | $23K |
| Shell Asset Management Co. | 0.00% | No change | 731 | $20K |
| Quarry LP | 0.00% | New | 714 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 574 | $16K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -10.2% | 528 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +0.8% | 394 | $11K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -96.4% | 373 | $10K |
| Private Trust Co. NA | 0.00% | Add +84.1% | 359 | $10K |
| GAMMA Investing LLC | 0.00% | Add +21.7% | 342 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.5% | 331 | $9K |
| Total Investment Management Inc. | 0.00% | New | 300 | $8K |
| Wolff Wiese Magana LLC | 0.01% | Add +29.4% | 286 | $8K |
| Covestor Ltd | 0.00% | Reduce -88.4% | 277 | $8K |
| Cwm, LLC | 0.00% | Add +9.2% | 284 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 276 | $8K |
| Bessemer Group Inc. | 0.00% | New | 205 | $6K |
| WPG Advisers, LLC | 0.00% | New | 207 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 191 | $5K |
| Parkside Financial Bank & Trust | 0.00% | New | 175 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 174 | $5K |
| Allworth Financial LP | 0.00% | New | 122 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 104 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 81 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -22.5% | 62 | $2K |
| MAI Capital Management | 0.00% | Reduce -33.7% | 59 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 52 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 46 | $1K |
| Blue Trust, Inc. | 0.00% | New | 45 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 43 | $1K |
| Hemington Wealth Management | 0.00% | Add +137.5% | 57 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 21 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 29 | $811 |
| AlphaQuest LLC | 0.00% | Reduce -99.8% | 27 | $755 |
| Arax Advisory Partners | 0.00% | Reduce -57.9% | 24 | $672 |
| Bare Financial Services, Inc | 0.00% | New | 21 | $587 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -34.6% | 17 | $476 |
| Assetmark, Inc. | 0.00% | New | 16 | $448 |
| Whipplewood Advisors, LLC | 0.00% | Add +85.7% | 13 | $364 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +175.0% | 11 | $308 |
| UMB Bank, n.a. | 0.00% | New | 10 | $280 |
| MV Capital Management, Inc. | 0.00% | Add +600.0% | 7 | $196 |
| HFM Investment Advisors, LLC | 0.00% | Add +500.0% | 6 | $168 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 6 | $168 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $83 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 2 | $56 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $56 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $53 |
| True Wealth Design, LLC | 0.00% | New | 1 | $28 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.