NcinoNCNO
13F holders, Q3 2025 (September 30)299holders +23
66new positions
43sold out
7famous investors
$27.11avg. 13F price*
At the end of Q3 2025, 299 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, up 23 from Q2 2025. 66 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($323.3M), Kayne Anderson Rudnick Investment Management LLC ($190.1M) and HMI Capital Management, L.P. ($183.7M). 7 famous investors held it, including Ron Baron (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $120.6M |
| Exits | 43 | $315.8M |
All 13F filers, Q2 2025 → Q3 2025: 19,387,476 shares bought and 24,219,730 shares sold, net −4,832,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Vanguard Group Inc. | 0.00% | Add +1.7% | 11,924,703 | $323.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.46% | Reduce -6.3% | 7,013,354 | $190.1M |
| HMI Capital Management, L.P. | 10.61% | No change | 6,775,973 | $183.7M |
| Capital International Investors | 0.03% | Reduce -0.0% | 5,856,757 | $158.8M |
| BlackRock, Inc. | 0.00% | Add +4.8% | 5,283,805 | $143.2M |
| Wasatch Advisors LP | 0.72% | Reduce -20.2% | 4,962,036 | $134.5M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Reduce -16.1% | 4,664,341 | $126.5M |
| Long Path Partners LP | 32.99% | Reduce -29.7% | 3,366,001 | $91.3M |
| FMR LLC | 0.00% | Add +7.4% | 2,614,603 | $70.9M |
| Bank of America Corp. | 0.01% | Add +475.1% | 2,513,686 | $68.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.5% | 2,455,839 | $66.6M |
| Senvest Management, LLC | 2.11% | Add +3622.2% | 2,419,408 | $65.6M |
| Conestoga Capital Advisors, LLC | 0.99% | Reduce -14.8% | 2,275,238 | $61.7M |
| Capital Research Global Investors | 0.01% | Reduce -21.1% | 2,229,082 | $60.4M |
| Clearbridge Investments, LLC | 0.04% | Reduce -2.5% | 2,152,255 | $58.3M |
| Spyglass Capital Management LLC | 3.11% | Add +36.0% | 2,149,090 | $58.3M |
| Baron Capital (BAMCO) | 0.15% | Add +0.0% | 2,053,712 | $55.7M |
| American Capital Management Inc. | 2.20% | Add +4.3% | 2,040,303 | $55.3M |
| Balyasny Asset Management L.P. | 0.11% | Add +113.6% | 2,003,633 | $54.3M |
| State Street Corp. | 0.00% | Add +10.3% | 1,925,588 | $52.2M |
| Geode Capital Management, LLC | 0.00% | Add +8.3% | 1,907,011 | $51.7M |
| Brown Brothers Harriman & Co. | 0.30% | No change | 1,793,139 | $48.6M |
| Brown Capital Management LLC | 1.88% | Reduce -18.2% | 1,684,116 | $45.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.5% | 1,631,091 | $44.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1341.7% | 1,609,281 | $43.6M |
| Lead Edge Capital Management, LLC | 11.49% | No change | 1,604,129 | $43.5M |
| Shannon River Fund Management LLC | 6.89% | Add +27.4% | 1,578,896 | $42.8M |
| ShawSpring Partners LLC | 6.26% | Reduce -46.2% | 1,553,659 | $42.1M |
| Wellington Management Group LLP | 0.01% | New | 1,363,390 | $37.0M |
| Owls Nest Partners IA, LLC | 10.04% | Add +11.5% | 1,333,039 | $36.1M |
| Hood River Capital Management LLC | 0.39% | Add +20.4% | 1,213,120 | $32.9M |
| Point72 Asset Management | 0.07% | Reduce -20.1% | 1,188,956 | $32.2M |
| Marshall Wace, LLP | 0.04% | Add +687.3% | 1,171,749 | $31.8M |
| Morgan Stanley | 0.00% | Reduce -46.8% | 1,163,653 | $31.5M |
| Ranger Investment Management, L.P. | 2.19% | Add +48.2% | 1,157,751 | $31.4M |
| Franklin Resources Inc. | 0.01% | Add +1.9% | 1,147,897 | $31.1M |
| Azora Capital LP | 1.44% | Add +102.6% | 1,144,472 | $31.0M |
| UBS Group AG | 0.01% | Reduce -48.9% | 1,125,325 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.0% | 1,046,781 | $28.4M |
| Fred Alger Management, LLC | 0.11% | Reduce -16.3% | 995,693 | $27.0M |
| Tensile Capital Management LP | 3.05% | Reduce -33.3% | 901,539 | $24.4M |
| Janus Henderson Group PLC | 0.01% | Add +5.1% | 814,167 | $22.1M |
| American Century Companies Inc. | 0.01% | Reduce -25.2% | 786,927 | $21.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.6% | 769,996 | $20.9M |
| Kinetic Partners Management, LP | 0.92% | Add +89.4% | 699,000 | $18.9M |
| ExodusPoint Capital Management, LP | 0.26% | Add +317.8% | 675,354 | $18.3M |
| Tremblant Capital Group | 1.85% | Add +40.3% | 661,277 | $17.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.8% | 647,859 | $17.6M |
| Millennium Management | 0.01% | Reduce -17.1% | 645,481 | $17.5M |
| Sei Investments Co. | 0.02% | Reduce -6.7% | 610,577 | $16.6M |
| Northern Trust Corp. | 0.00% | Reduce -18.1% | 587,191 | $15.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.6% | 544,375 | $14.8M |
| Loomis Sayles & Co. L P | 0.02% | Add +18.6% | 535,996 | $14.5M |
| Kennedy Capital Management LLC | 0.31% | Add +233.9% | 512,885 | $13.9M |
| Jane Street Group, LLC | 0.02% | Add +5719.3% | 486,781 | $13.2M |
| Gotham Asset Management | 0.06% | Add +22.4% | 474,156 | $12.9M |
| Ashford Capital Management Inc. | 1.25% | Add +11.9% | 413,257 | $11.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -21.1% | 410,000 | $11.1M |
| Picton Mahoney Asset Management | 0.14% | New | 403,006 | $10.9M |
| Palisade Capital Management, LP | 0.33% | Add +41.3% | 400,768 | $10.9M |
| Barclays PLC | 0.00% | Add +118.5% | 393,852 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.7% | 392,050 | $10.6M |
| Cramer Rosenthal McGlynn LLC | 0.65% | Add +19.8% | 375,310 | $10.2M |
| Ararat Capital Management LP | 5.25% | Add +32.6% | 361,292 | $9.8M |
| Trexquant Investment LP | 0.10% | New | 349,439 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.4% | 324,988 | $8.8M |
| Freestone Grove Partners LP | 0.06% | New | 311,802 | $8.5M |
| Nuveen, LLC | 0.00% | Reduce -0.8% | 307,928 | $8.3M |
| Citadel Advisors | 0.01% | Reduce -40.5% | 295,342 | $8.0M |
| Peregrine Capital Management LLC | 0.24% | Add +0.1% | 294,143 | $8.0M |
| Cinctive Capital Management LP | 0.40% | Add +2273.4% | 292,899 | $7.9M |
| Algebris (uk) Ltd. | 0.88% | Reduce -13.9% | 282,038 | $7.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +24.1% | 281,590 | $7.6M |
| Pier Capital, LLC | 1.18% | Reduce -3.7% | 279,056 | $7.6M |
| Nicholas Company, Inc. | 0.12% | No change | 254,783 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +45.7% | 248,666 | $6.7M |
| Voloridge Investment Management, LLC | 0.02% | New | 246,669 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | New | 230,650 | $6.3M |
| Comerica Bank | 0.02% | Add +0.0% | 226,049 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.0% | 220,224 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.4% | 219,287 | $5.9M |
| Swiss National Bank | 0.00% | Add +1.0% | 202,200 | $5.5M |
| Castleark Management LLC | 0.15% | New | 201,070 | $5.5M |
| BNP Paribas Financial Markets | 0.00% | Add +6.0% | 182,277 | $4.9M |
| Bullseye Asset Management LLC | 2.42% | No change | 170,147 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -78.5% | 168,411 | $4.6M |
| D. E. Shaw & Co. | 0.00% | Add +40.9% | 167,680 | $4.5M |
| California Public Employees Retirement System | 0.00% | Add +9.9% | 156,266 | $4.2M |
| Invesco Ltd. | 0.00% | Add +8.3% | 148,237 | $4.0M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 137,263 | $3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +26.7% | 136,321 | $3.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.7% | 132,529 | $3.6M |
| Trust Co of the South | 0.59% | No change | 131,722 | $3.6M |
| Summit Trail Advisors, LLC | 0.05% | Add +72.7% | 129,845 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 128,396 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +98.6% | 126,282 | $3.4M |
| Sit Investment Associates Inc. | 0.07% | Add +76.0% | 122,605 | $3.3M |
| Legal & General Group Plc | 0.00% | Reduce -3.8% | 110,011 | $3.0M |
| Advantage Alpha Capital Partners LP | 0.86% | Reduce -46.3% | 105,623 | $2.9M |
| M&T Bank Corp | 0.01% | Reduce -12.3% | 99,089 | $2.7M |
| California State Teachers Retirement System | 0.00% | Add +4.2% | 98,370 | $2.7M |
| Interval Partners, LP | 0.06% | New | 95,619 | $2.6M |
| Rhumbline Advisers | 0.00% | Reduce -0.3% | 92,486 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +203.0% | 92,467 | $2.5M |
| Moody Aldrich Partners LLC | 0.47% | Reduce -16.9% | 91,385 | $2.5M |
| Bridgewater Associates | 0.01% | New | 91,205 | $2.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -7.4% | 90,077 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +3.4% | 89,019 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.9% | 86,743 | $2.4M |
| Advisory Research Inc. | 0.30% | No change | 83,668 | $2.3M |
| Macquarie Group Ltd. | 0.00% | Reduce -1.9% | 80,700 | $2.2M |
| Brant Point Investment Management LLC | 0.48% | Reduce -33.3% | 80,000 | $2.2M |
| Advisors Capital Management, LLC | 0.03% | Add +3.0% | 76,938 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.3% | 76,513 | $2.1M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -0.1% | 74,613 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +24.2% | 70,727 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.8% | 68,936 | $1.9M |
| State of Wyoming | 0.21% | Add +30.9% | 66,757 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +80.0% | 64,757 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 62,747 | $1.7M |
| TD Asset Management Inc | 0.00% | Reduce -11.4% | 61,870 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +459.0% | 60,822 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -16.1% | 58,330 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -39.0% | 57,732 | $1.6M |
| Magnetar Financial LLC | 0.01% | New | 56,396 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 51,528 | $1.4M |
| G2 Investment Partners Management LLC | 0.28% | New | 50,000 | $1.4M |
| XTX Topco Ltd | 0.07% | New | 49,090 | $1.3M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -3.7% | 47,936 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +13.0% | 46,507 | $1.3M |
| Malaga Cove Capital, LLC | 0.46% | Add +2.9% | 46,451 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.0% | 44,883 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.3% | 40,872 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.6% | 39,770 | $1.1M |
| Holocene Advisors, LP | 0.00% | Reduce -70.0% | 39,636 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -24.9% | 38,885 | $1.1M |
| Lisanti Capital Growth, LLC | 0.26% | New | 38,710 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -53.5% | 38,671 | $1.0M |
| Gagnon Securities LLC | 0.21% | Add +4.2% | 38,258 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +2.7% | 38,211 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -18.6% | 35,859 | $972K |
| Jackson Square Partners, LLC | 0.39% | New | 35,786 | $970K |
| SummitTX Capital, L.P. | 0.04% | Add +210.2% | 34,208 | $927K |
| Morningstar Investment Management LLC | 0.03% | New | 33,696 | $913K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -9.2% | 33,235 | $901K |
| Portside Wealth Group, LLC | 0.12% | Reduce -26.7% | 32,707 | $887K |
| Natixis Advisors, LLC | 0.00% | Reduce -19.7% | 32,565 | $883K |
| US Bancorp \de | 0.00% | Add +1.6% | 32,042 | $869K |
| Gibbs Wealth Management | 0.19% | Reduce -21.3% | 31,508 | $854K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 30,861 | $837K |
| Lecap Asset Management Ltd. | 0.29% | New | 30,472 | $826K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 29,889 | $810K |
| Norden Group LLC | 0.08% | Reduce -23.7% | 29,594 | $802K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 28,130 | $762K |
| Glenmede Investment Management, LP | 0.00% | Reduce -3.7% | 28,105 | $762K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 27,826 | $754K |
| Headlands Technologies LLC | 0.06% | New | 27,610 | $749K |
| Citigroup Inc. | 0.00% | Reduce -81.6% | 27,414 | $743K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 26,750 | $725K |
| Dark Forest Capital Management LP | 0.03% | New | 26,488 | $718K |
| First Trust Advisors LP | 0.00% | New | 26,431 | $717K |
| Two Sigma Securities, LLC | 0.10% | New | 24,260 | $658K |
| &partners | 0.00% | Add +5.1% | 23,695 | $642K |
| Summit Wealth Group LLC / Co. | 0.07% | New | 20,074 | $638K |
| Bayesian Capital Management, LP | 0.13% | Add +156.2% | 23,309 | $632K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 22,440 | $628K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 23,114 | $627K |
| Handelsbanken Fonder AB | 0.00% | No change | 22,700 | $615K |
| Atria Investments, Inc | 0.01% | Reduce -15.4% | 21,917 | $594K |
| KLP Kapitalforvaltning As | 0.00% | No change | 21,900 | $594K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -14.5% | 21,566 | $585K |
| Cetera Investment Advisers | 0.00% | New | 20,838 | $565K |
| Acadian Asset Management LLC | 0.00% | New | 20,306 | $549K |
| Creative Planning | 0.00% | Reduce -0.4% | 20,217 | $548K |
| Readystate Asset Management LP | 0.05% | New | 20,000 | $542K |
| Twinbeech Capital LP | 0.02% | New | 19,460 | $528K |
| SG Americas Securities, LLC | 0.00% | New | 18,990 | $515K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 18,441 | $500K |
| Graham Capital Management, L.P. | 0.03% | New | 18,410 | $499K |
| Sepio Capital, LP | 0.03% | No change | 18,135 | $492K |
| Truist Financial Corp. | 0.00% | Reduce -50.8% | 18,094 | $491K |
| Sender Co & Partners, Inc. | 0.18% | New | 17,270 | $468K |
| Kings Path Partners LLC | 0.17% | Add +11.6% | 17,215 | $467K |
| 111 Capital | 0.09% | New | 16,581 | $450K |
| Inceptionr LLC | 0.11% | New | 16,094 | $436K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +5.8% | 15,980 | $433K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.0% | 15,597 | $423K |
| Fieldview Capital Management, LLC | 0.07% | New | 15,435 | $418K |
| Woodline Partners LP | 0.00% | New | 15,253 | $414K |
| DC Investments Management, LLC | 0.16% | No change | 14,562 | $395K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -17.2% | 14,283 | $387K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 14,279 | $387K |
| Wolverine Trading, LLC | 0.01% | New | 13,820 | $387K |
| Weiss Asset Management LP | 0.01% | New | 13,669 | $371K |
| Teacher Retirement System of Texas | 0.00% | Reduce -14.2% | 13,589 | $368K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.5% | 13,468 | $365K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -14.8% | 12,470 | $338K |
| Victory Capital Management Inc. | 0.00% | Reduce -14.8% | 12,305 | $334K |
| Point72 Hong Kong Ltd | 0.02% | New | 12,299 | $333K |
| Boothbay Fund Management, LLC | 0.01% | New | 12,032 | $326K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.6% | 11,176 | $303K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.7% | 11,039 | $299K |
| CM Wealth Advisors LLC | 0.08% | No change | 10,976 | $298K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -9.3% | 11,100 | $297K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -6.7% | 10,725 | $291K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 10,651 | $289K |
| PharVision Advisers, LLC | 0.16% | New | 10,195 | $276K |
| Round Rock Advisors LLC | 0.04% | New | 9,872 | $268K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -38.6% | 9,727 | $264K |
| Drive Wealth Management, LLC | 0.05% | Reduce -73.1% | 9,443 | $256K |
| Voya Investment Management LLC | 0.00% | Reduce -44.9% | 9,223 | $250K |
| Chicago Capital, LLC | 0.01% | New | 8,945 | $242K |
| Townsquare Capital LLC | 0.04% | Reduce -63.3% | 8,751 | $237K |
| Aigen Investment Management, LP | 0.04% | New | 8,541 | $232K |
| Simplex Trading, LLC | 0.01% | Reduce -37.1% | 8,488 | $230K |
| Legacy Advisors, LLC | 0.03% | — | 8,432 | $229K |
| Wallace Advisory Group, LLC | 0.18% | Reduce -10.2% | 8,061 | $225K |
| Natixis | 0.00% | Reduce -5.9% | 8,267 | $224K |
| Armistice Capital, LLC | 0.01% | New | 7,876 | $214K |
| Yorktown Management & Research Co Inc | 0.17% | New | 7,750 | $210K |
| HighTower Advisors, LLC | 0.00% | Reduce -58.0% | 7,734 | $210K |
| Signaturefd, LLC | 0.00% | Reduce -0.4% | 7,611 | $206K |
| Prudential Financial Inc. | 0.00% | Add +1.9% | 7,589 | $206K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $203K |
| Callan Family Office, LLC | 0.01% | Reduce -67.3% | 7,391 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.6% | 7,122 | $193K |
| Deutsche Bank AG | 0.00% | Add +34.7% | 6,175 | $167K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.1% | 5,689 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.2% | 5,193 | $141K |
| Amalgamated Bank | 0.00% | Add +1.1% | 5,091 | $138K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.5% | 4,264 | $116K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.6% | 4,139 | $112K |
| Bessemer Group Inc. | 0.00% | Add +1536.6% | 3,355 | $91K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 3,347 | $91K |
| Point72 (DIFC) Ltd | 0.01% | New | 3,341 | $91K |
| Osaic Holdings, Inc. | 0.00% | Add +102.6% | 2,966 | $88K |
| Group One Trading LLC | 0.00% | Add +257.5% | 3,071 | $83K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +66.2% | 3,010 | $82K |
| KBC Group NV | 0.00% | No change | 2,930 | $79K |
| FNY Investment Advisers, LLC | 0.02% | Add +36.5% | 2,730 | $74K |
| STRS Ohio | 0.00% | Add +0.0% | 2,549 | $69K |
| MetLife Investment Management, LLC | 0.00% | Add +1.2% | 2,486 | $67K |
| Advisory Services Network, LLC | 0.00% | New | 2,415 | $65K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.7% | 2,079 | $58K |
| Fifth Third Bancorp | 0.00% | Add +105.3% | 1,915 | $52K |
| Quarry LP | 0.01% | Add +138.2% | 1,701 | $46K |
| Hilltop National Bank | 0.01% | No change | 1,492 | $40K |
| AlphaQuest LLC | 0.00% | Add +5022.2% | 1,383 | $37K |
| Jones Financial Companies LLLP | 0.00% | Add +27.2% | 1,234 | $35K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,210 | $33K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.5% | 1,133 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +186.4% | 948 | $26K |
| First Horizon Corp. | 0.00% | — | 627 | $17K |
| Banque Cantonale Vaudoise | 0.00% | No change | 528 | $14K |
| Shell Asset Management Co. | 0.00% | Reduce -36.1% | 467 | $13K |
| GAMMA Investing LLC | 0.00% | Add +17.3% | 401 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 394 | $11K |
| Private Trust Co. NA | 0.00% | No change | 359 | $10K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.9% | 351 | $10K |
| Cwm, LLC | 0.00% | Add +13.0% | 321 | $9K |
| Covestor Ltd | 0.00% | Add +0.4% | 278 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 291 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 286 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 276 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +41.7% | 248 | $7K |
| WPG Advisers, LLC | 0.00% | No change | 207 | $6K |
| Allworth Financial LP | 0.00% | Add +40.2% | 171 | $5K |
| Root Financial Partners, LLC | 0.00% | New | 154 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 104 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 100 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 81 | $2K |
| Quent Capital, LLC | 0.00% | New | 75 | $2K |
| Versant Capital Management, Inc | 0.00% | New | 60 | $2K |
| MAI Capital Management | 0.00% | No change | 59 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -4.8% | 59 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -90.1% | 57 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 45 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 44 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 43 | $1K |
| Hemington Wealth Management | 0.00% | Add +14.0% | 65 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +85.7% | 39 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 29 | $786 |
| JFS Wealth Advisors, LLC | 0.00% | Add +23.5% | 21 | $570 |
| Bare Financial Services, Inc | 0.00% | No change | 21 | $569 |
| Montag A & Associates Inc. | 0.00% | New | 16 | $434 |
| North Star Investment Management Corp. | 0.00% | New | 16 | $434 |
| Assetmark, Inc. | 0.00% | No change | 16 | $434 |
| Sound Income Strategies, LLC | 0.00% | New | 12 | $306 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -18.2% | 9 | $289 |
| UMB Bank, n.a. | 0.00% | No change | 10 | $271 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 9 | $244 |
| Wealthspire Advisors, LLC | 0.00% | New | 8 | $217 |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $190 |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $163 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 6 | $163 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $108 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 4 | $108 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $28 |
| Cloud Capital Management, LLC | 0.00% | New | 10 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.