NcinoNCNO
13F holders, Q4 2025 (December 31)296holders −3
58new positions
63sold out
8famous investors
$25.64avg. 13F price*
At the end of Q4 2025, 296 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, down 3 from Q3 2025. 58 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($304.0M), HMI Capital Management, L.P. ($173.7M) and Kayne Anderson Rudnick Investment Management LLC ($151.3M). 8 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Ncino Inc.
- CUSIP
- 63947X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $117.9M |
| Exits | 63 | $221.8M |
All 13F filers, Q3 2025 → Q4 2025: 19,019,328 shares bought and 24,033,246 shares sold, net −5,013,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 11,857,473 | $304.0M |
| HMI Capital Management, L.P. | 14.26% | No change | 6,775,973 | $173.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.41% | Reduce -15.9% | 5,900,991 | $151.3M |
| Capital International Investors | 0.02% | Reduce -0.0% | 5,854,698 | $150.1M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 5,317,184 | $136.3M |
| Senvest Management, LLC | 3.24% | Add +68.6% | 4,078,276 | $104.6M |
| Long Path Partners LP | 32.15% | Add +8.9% | 3,666,222 | $94.0M |
| Tremblant Capital Group | 2.31% | Add +434.4% | 3,533,706 | $90.6M |
| Spyglass Capital Management LLC | 3.73% | Add +35.4% | 2,909,880 | $74.6M |
| Conestoga Capital Advisors, LLC | 1.23% | Add +25.8% | 2,861,024 | $73.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.5% | 2,345,465 | $60.1M |
| Millennium Management | 0.04% | Add +262.8% | 2,341,532 | $60.0M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -50.5% | 2,307,260 | $59.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +39.0% | 2,236,694 | $57.4M |
| FMR LLC | 0.00% | Reduce -18.4% | 2,133,200 | $54.7M |
| Clearbridge Investments, LLC | 0.04% | Reduce -1.1% | 2,127,585 | $54.6M |
| Baron Capital (BAMCO) | 0.15% | Add +2.4% | 2,102,737 | $53.9M |
| American Capital Management Inc. | 2.29% | Reduce -0.6% | 2,027,809 | $52.0M |
| Wasatch Advisors LP | 0.30% | Reduce -60.2% | 1,973,671 | $50.6M |
| State Street Corp. | 0.00% | Add +2.3% | 1,969,064 | $50.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,913,092 | $49.1M |
| Brown Brothers Harriman & Co. | 0.25% | No change | 1,793,139 | $46.0M |
| Lead Edge Capital Management, LLC | 11.10% | Add +5.2% | 1,687,480 | $43.3M |
| Owls Nest Partners IA, LLC | 11.26% | Add +18.9% | 1,585,623 | $40.7M |
| Fred Alger Management, LLC | 0.15% | Add +49.3% | 1,486,337 | $38.1M |
| Wellington Management Group LLP | 0.01% | Add +2.9% | 1,402,586 | $36.0M |
| Franklin Resources Inc. | 0.01% | Add +18.5% | 1,360,144 | $34.9M |
| Ophir Asset Management Pty Ltd | 3.81% | New | 1,325,484 | $34.0M |
| Marshall Wace, LLP | 0.03% | Add +5.3% | 1,233,895 | $31.6M |
| Hood River Capital Management LLC | 0.34% | Add +1.1% | 1,226,726 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +10.7% | 1,158,744 | $29.7M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 1,142,457 | $29.3M |
| Shannon River Fund Management LLC | 4.57% | Reduce -28.1% | 1,135,922 | $29.1M |
| Ranger Investment Management, L.P. | 1.99% | Reduce -2.1% | 1,132,864 | $29.0M |
| Bank of America Corp. | 0.00% | Reduce -55.7% | 1,114,331 | $28.6M |
| Tensile Capital Management LP | 3.60% | Add +20.4% | 1,085,142 | $27.8M |
| Algebris (uk) Ltd. | 2.13% | Add +266.2% | 1,032,782 | $26.5M |
| Kinetic Partners Management, LP | 1.18% | Add +35.8% | 949,000 | $24.3M |
| Point72 Asset Management | 0.04% | Reduce -22.4% | 922,829 | $23.7M |
| UBS Group AG | 0.00% | Reduce -19.8% | 902,367 | $23.1M |
| Freestone Grove Partners LP | 0.15% | Add +158.9% | 807,343 | $20.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -4.3% | 778,848 | $20.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.1% | 746,438 | $19.1M |
| Brown Capital Management LLC | 1.56% | Reduce -56.1% | 739,559 | $19.0M |
| Wolf Hill Capital Management, LP | 2.00% | New | 671,156 | $17.2M |
| Raymond James Financial Inc. | 0.01% | Add +187.3% | 632,771 | $16.2M |
| Hawk Ridge Capital Management LP | 0.73% | New | 617,800 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.5% | 592,684 | $15.2M |
| Jane Street Group, LLC | 0.02% | Add +19.9% | 583,625 | $15.0M |
| MetLife Investment Management, LLC | 0.07% | Add +22760.9% | 568,321 | $14.6M |
| Kennedy Capital Management LLC | 0.31% | Add +9.7% | 562,570 | $14.4M |
| ExodusPoint Capital Management, LP | 0.16% | Reduce -17.4% | 558,060 | $14.3M |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 555,343 | $14.2M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -74.5% | 511,226 | $13.1M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -8.7% | 489,652 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Add +92.5% | 474,970 | $12.2M |
| Palisade Capital Management, LP | 0.40% | Add +18.2% | 473,867 | $12.1M |
| Wells Fargo & Company | 0.00% | Reduce -18.0% | 446,599 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Add +11.6% | 437,422 | $11.2M |
| Sei Investments Co. | 0.01% | Reduce -28.4% | 437,242 | $11.2M |
| Ashford Capital Management Inc. | 1.16% | Reduce -1.7% | 406,307 | $10.4M |
| Norges Bank | 0.00% | — | 402,237 | $10.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +66.4% | 383,812 | $9.8M |
| Man Group plc | 0.02% | New | 366,209 | $9.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -14.6% | 350,000 | $9.0M |
| Nuveen, LLC | 0.00% | Add +12.5% | 346,397 | $8.9M |
| Peregrine Capital Management LLC | 0.27% | Add +16.6% | 343,051 | $8.8M |
| Comerica Bank | 0.03% | Add +49.2% | 337,231 | $8.6M |
| Gotham Asset Management | 0.03% | Reduce -30.1% | 331,674 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.5% | 325,128 | $8.3M |
| Cypress Point Investment Management LP | 1.78% | — | 322,137 | $8.3M |
| Citadel Advisors | 0.01% | Add +5.7% | 312,211 | $8.0M |
| Cramer Rosenthal McGlynn LLC | 0.51% | Reduce -18.3% | 306,706 | $7.9M |
| Nicholas Company, Inc. | 0.13% | Add +9.6% | 279,118 | $7.2M |
| Ararat Capital Management LP | 3.14% | Reduce -31.1% | 248,900 | $6.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +80.8% | 248,240 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.0% | 234,062 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.5% | 224,817 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Add +23.6% | 208,180 | $5.3M |
| Swiss National Bank | 0.00% | Add +1.6% | 205,500 | $5.3M |
| Castleark Management LLC | 0.15% | Add +2.0% | 205,200 | $5.3M |
| Roubaix Capital, LLC | 2.18% | New | 199,020 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Add +314.0% | 185,799 | $4.8M |
| Bullseye Asset Management LLC | 2.42% | Add +2.9% | 175,147 | $4.5M |
| Invesco Ltd. | 0.00% | Add +13.6% | 168,339 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.6% | 164,756 | $4.2M |
| California Public Employees Retirement System | 0.00% | Add +0.5% | 157,080 | $4.0M |
| HSBC Holdings PLC | 0.00% | New | 154,173 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -90.5% | 155,039 | $4.0M |
| Magnetar Financial LLC | 0.04% | Add +157.9% | 145,457 | $3.7M |
| Royce & Associates LP | 0.04% | New | 143,548 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -45.5% | 135,460 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.3% | 126,930 | $3.3M |
| Credit Agricole S A | 0.01% | New | 120,000 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.15% | Add +130.6% | 118,845 | $3.0M |
| Sit Investment Associates Inc. | 0.06% | Reduce -3.4% | 118,460 | $3.0M |
| Squarepoint Ops LLC | 0.01% | New | 115,000 | $2.9M |
| Tudor Investment Corporation | 0.02% | New | 106,247 | $2.7M |
| Quantinno Capital Management LP | 0.01% | Add +54.4% | 99,958 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -9.5% | 99,519 | $2.6M |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.