NcinoNCNO
13F holders, Q1 2026 (March 31)283holders −13
62new positions
75sold out
7famous investors
$14.97avg. 13F price*
At the end of Q1 2026, 283 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, down 13 from Q4 2025. 62 opened new positions and 75 sold out. The largest holders were Vanguard Portfolio Management LLC ($104.2M), HMI Capital Management, L.P. ($101.5M) and BlackRock, Inc. ($84.5M). 7 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $88.4M |
| Exits | 75 | $519.8M |
All 13F filers, Q4 2025 → Q1 2026: 27,050,289 shares bought and 30,743,284 shares sold, net −3,692,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| Vanguard Portfolio Management LLC | 0.01% | — | 6,958,680 | $104.2M |
| HMI Capital Management, L.P. | 13.46% | Add +0.0% | 6,778,028 | $101.5M |
| BlackRock, Inc. | 0.00% | Add +6.1% | 5,640,182 | $84.5M |
| Senvest Management, LLC | 2.64% | Add +30.2% | 5,308,468 | $79.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.23% | Reduce -12.9% | 5,140,656 | $77.0M |
| Vanguard Capital Management LLC | 0.00% | — | 4,719,936 | $70.7M |
| Hawk Ridge Capital Management LP | 2.45% | Add +625.5% | 4,481,810 | $67.1M |
| Long Path Partners LP | 30.08% | Add +20.6% | 4,419,945 | $66.2M |
| Millennium Management | 0.05% | Add +88.0% | 4,403,022 | $66.0M |
| Spyglass Capital Management LLC | 3.27% | Add +6.0% | 3,085,237 | $46.2M |
| Conestoga Capital Advisors, LLC | 0.81% | Reduce -4.8% | 2,724,354 | $40.8M |
| AQR Capital Management | 0.02% | Add +2448.4% | 2,451,952 | $36.0M |
| American Capital Management Inc. | 1.91% | Add +17.1% | 2,375,396 | $35.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.1% | 2,348,806 | $35.2M |
| Clearbridge Investments, LLC | 0.03% | Reduce -0.7% | 2,113,704 | $31.7M |
| Algebris (uk) Ltd. | 2.27% | Add +101.3% | 2,079,386 | $31.1M |
| State Street Corp. | 0.00% | Add +4.7% | 2,061,366 | $30.9M |
| Baron Capital (BAMCO) | 0.09% | Reduce -2.5% | 2,050,073 | $30.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,918,521 | $28.7M |
| Tremblant Capital Group | 0.89% | Reduce -47.8% | 1,845,049 | $27.6M |
| Lead Edge Capital Management, LLC | 6.20% | No change | 1,687,480 | $25.3M |
| Bank of Montreal | 0.01% | New | 1,666,322 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Add +34.3% | 1,555,963 | $22.4M |
| Brown Brothers Harriman & Co. | 0.12% | Reduce -18.5% | 1,461,808 | $21.9M |
| Morgan Stanley | 0.00% | Add +24.8% | 1,425,654 | $21.4M |
| Jane Street Group, LLC | 0.02% | Add +112.5% | 1,240,186 | $18.6M |
| Franklin Resources Inc. | 0.00% | Reduce -13.0% | 1,183,140 | $17.7M |
| Ranger Investment Management, L.P. | 1.15% | Reduce -6.7% | 1,056,960 | $15.8M |
| Point72 Asset Management | 0.03% | Add +14.2% | 1,053,603 | $15.8M |
| Tensile Capital Management LP | 2.16% | Reduce -7.4% | 1,005,142 | $15.1M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 993,801 | $14.9M |
| Fred Alger Management, LLC | 0.06% | Reduce -34.0% | 981,372 | $14.7M |
| Citadel Advisors | 0.01% | Add +207.0% | 958,496 | $14.4M |
| FMR LLC | 0.00% | Reduce -55.8% | 942,946 | $14.1M |
| Balyasny Asset Management L.P. | 0.03% | Add +81.2% | 926,192 | $13.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 866,599 | $13.0M |
| Janus Henderson Group PLC | 0.01% | Add +4.9% | 817,076 | $12.2M |
| Gotham Asset Management | 0.04% | Add +145.5% | 814,308 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +533.5% | 804,123 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Add +26.5% | 800,305 | $12.0M |
| Clearline Capital LP | 0.93% | New | 799,322 | $12.0M |
| Woodline Partners LP | 0.04% | New | 787,286 | $11.8M |
| Qube Research & Technologies Ltd | 0.02% | New | 775,975 | $11.6M |
| Marshall Wace, LLP | 0.01% | Reduce -41.4% | 722,884 | $10.8M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -5.0% | 709,365 | $10.6M |
| Credit Agricole S A | 0.03% | Add +458.2% | 669,800 | $10.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 652,799 | $9.8M |
| HRT Financial LP | 0.02% | Add +963.2% | 645,934 | $9.7M |
| Squarepoint Ops LLC | 0.02% | Add +434.4% | 614,535 | $9.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1349.0% | 613,770 | $9.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.2% | 599,698 | $9.0M |
| Northern Trust Corp. | 0.00% | Add +6.7% | 592,450 | $8.9M |
| ExodusPoint Capital Management, LP | 0.09% | Add +3.9% | 579,927 | $8.7M |
| Freestone Grove Partners LP | 0.06% | Reduce -30.7% | 559,641 | $8.4M |
| Brown Capital Management LLC | 1.13% | Reduce -28.4% | 529,786 | $7.9M |
| Bank of New York Mellon Corp | 0.00% | Add +20.6% | 527,631 | $7.9M |
| Kennedy Capital Management LLC | 0.16% | Reduce -8.7% | 513,504 | $7.7M |
| Man Group plc | 0.02% | Add +35.5% | 496,068 | $7.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -15.7% | 479,088 | $7.2M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -2.5% | 477,546 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Add +1551.7% | 451,877 | $6.8M |
| Palisade Capital Management, LP | 0.24% | Reduce -6.3% | 443,963 | $6.7M |
| Sei Investments Co. | 0.01% | Add +1.0% | 441,446 | $6.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.3% | 415,774 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -23.1% | 365,289 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -18.8% | 362,588 | $5.4M |
| Tudor Investment Corporation | 0.03% | Add +224.1% | 344,384 | $5.2M |
| Fifth Third Bancorp | 0.01% | Add +43148.7% | 341,665 | $5.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.9% | 334,509 | $5.0M |
| Peregrine Capital Management LLC | 0.18% | Reduce -4.1% | 328,848 | $4.9M |
| Amundi | 0.00% | New | 322,516 | $4.8M |
| Quantinno Capital Management LP | 0.01% | Add +208.4% | 308,294 | $4.6M |
| Readystate Asset Management LP | 0.44% | New | 287,143 | $4.3M |
| Nuveen, LLC | 0.00% | Reduce -17.4% | 286,066 | $4.3M |
| Susquehanna Fundamental Investments, LLC | 0.16% | Add +220.3% | 281,327 | $4.2M |
| Nicholas Company, Inc. | 0.08% | Reduce -0.5% | 277,768 | $4.2M |
| Cypress Point Investment Management LP | 0.97% | Reduce -14.6% | 275,161 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 254,609 | $3.8M |
| Edgestream Partners, L.P. | 0.11% | New | 225,462 | $3.4M |
| New York State Common Retirement Fund | 0.00% | No change | 208,180 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.8% | 207,377 | $3.1M |
| Swiss National Bank | 0.00% | No change | 205,500 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Add +9.9% | 204,281 | $3.1M |
| Invesco Ltd. | 0.00% | Add +20.2% | 202,334 | $3.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -45.7% | 190,000 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +35.6% | 183,715 | $2.8M |
| Bullseye Asset Management LLC | 1.52% | No change | 175,147 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.8% | 161,839 | $2.4M |
| State of Wyoming | 0.25% | Add +62.9% | 142,752 | $2.1M |
| Kinetic Partners Management, LP | 0.12% | Reduce -85.2% | 140,800 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +32.0% | 129,756 | $1.9M |
| Summit Trail Advisors, LLC | 0.03% | Add +57.5% | 122,542 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.3% | 121,983 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -51.4% | 120,612 | $1.8M |
| Sit Investment Associates Inc. | 0.04% | Reduce -0.7% | 117,635 | $1.8M |
| Citigroup Inc. | 0.00% | Add +207.4% | 116,872 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -94.9% | 114,941 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +331.1% | 110,065 | $1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 106,590 | $1.6M |
| CM Wealth Advisors LLC | 0.34% | Add +12.8% | 106,412 | $1.6M |
| Nomura Asset Management International Inc. | 0.00% | Add +12.1% | 104,722 | $1.6M |
| Jump Financial, LLC | 0.03% | New | 103,855 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +190.5% | 103,155 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +10.9% | 102,529 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +2.2% | 93,517 | $1.4M |
| Numerai GP LLC | 0.13% | New | 89,119 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +29.6% | 51,880 | $1.3M |
| Motley Fool Asset Management LLC | 0.06% | Add +129.6% | 86,298 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -16.7% | 82,915 | $1.2M |
| Cwm, LLC | 0.00% | Add +7127.3% | 82,536 | $1.2M |
| Gagnon Securities LLC | 0.28% | Add +8.2% | 79,520 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +0.2% | 79,468 | $1.2M |
| Creative Planning | 0.00% | Add +272.8% | 78,474 | $1.2M |
| Trust Co of the South | 0.19% | No change | 77,722 | $1.2M |
| Mariner, LLC | 0.00% | New | 77,400 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +217.1% | 76,360 | $1.1M |
| Quantbot Technologies LP | 0.04% | New | 71,085 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 70,727 | $1.1M |
| Jain Global LLC | 0.01% | New | 69,459 | $1.0M |
| Aquatic Capital Management LLC | 0.03% | Reduce -0.2% | 65,519 | $981K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -18.4% | 65,015 | $974K |
| Congress Asset Management Co. | 0.01% | New | 63,968 | $958K |
| SG Americas Securities, LLC | 0.00% | Add +24.3% | 63,842 | $956K |
| Engineers Gate Manager LP | 0.01% | New | 62,982 | $943K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 61,093 | $915K |
| M&T Bank Corp | 0.00% | Reduce -23.2% | 58,816 | $881K |
| Verition Fund Management LLC | 0.01% | Add +18.7% | 56,497 | $846K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -55.0% | 53,508 | $802K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +17.1% | 53,007 | $794K |
| Stifel Financial Corp. | 0.00% | Add +18.9% | 51,743 | $775K |
| Barclays PLC | 0.00% | Reduce -42.4% | 50,975 | $764K |
| First Trust Advisors LP | 0.00% | Add +39.0% | 50,573 | $758K |
| Gsa Capital Partners LLP | 0.05% | Add +258.4% | 48,952 | $733K |
| Fox Run Management, L.L.C. | 0.12% | New | 49,480 | $714K |
| Treasurer of the State of North Carolina | 0.00% | Add +6.4% | 47,528 | $712K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +40.6% | 46,013 | $689K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 45,174 | $677K |
| Boothbay Fund Management, LLC | 0.02% | New | 42,326 | $634K |
| Vanguard Global Advisers, LLC | 0.00% | — | 42,097 | $631K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -36.8% | 41,899 | $628K |
| Malaga Cove Capital, LLC | 0.23% | Reduce -4.6% | 41,835 | $627K |
| Mercer Global Advisors Inc. | 0.00% | New | 39,466 | $591K |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 36,234 | $543K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +249.4% | 31,495 | $539K |
| Pathstone Holdings, LLC | 0.00% | Add +28.3% | 33,280 | $499K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -63.2% | 32,313 | $484K |
| Callan Family Office, LLC | 0.01% | Add +32.8% | 31,974 | $479K |
| Chicago Capital, LLC | 0.01% | Add +50.8% | 31,405 | $470K |
| Cerity Partners LLC | 0.00% | New | 30,934 | $463K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +12.1% | 30,707 | $460K |
| Bleakley Financial Group, LLC | 0.01% | Add +7.2% | 30,525 | $457K |
| Graham Capital Management, L.P. | 0.02% | Add +55.1% | 30,212 | $453K |
| Canada Pension Plan Investment Board | 0.00% | Add +48.8% | 30,200 | $452K |
| Oxford Asset Management LLP | 0.18% | New | 29,350 | $440K |
| Arizona State Retirement System | 0.00% | Reduce -2.8% | 28,352 | $425K |
| Axq Capital, LP | 0.05% | New | 27,429 | $411K |
| Diversify Wealth Management, LLC | 0.01% | Add +25.0% | 23,101 | $403K |
| DRW Securities, LLC | 0.02% | New | 26,584 | $398K |
| Natixis Advisors, LLC | 0.00% | Reduce -26.0% | 26,027 | $390K |
| Kornitzer Capital Management Inc. | 0.01% | Add +4.4% | 25,915 | $388K |
| Jones Financial Companies LLLP | 0.00% | Add +986.7% | 26,397 | $370K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.5% | 23,973 | $359K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 23,782 | $356K |
| Harbor Capital Advisors, Inc. | 0.03% | New | 23,680 | $355K |
| Handelsbanken Fonder AB | 0.00% | No change | 22,700 | $340K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,300 | $334K |
| Bridgefront Capital, LLC | 0.08% | Add +78.4% | 20,945 | $314K |
| Magnetar Financial LLC | 0.00% | Reduce -85.7% | 20,806 | $312K |
| Cresset Asset Management, LLC | 0.00% | New | 20,564 | $308K |
| Entropy Technologies, LP | 0.01% | Add +13.7% | 18,720 | $280K |
| Oak Thistle LLC | 0.03% | New | 18,595 | $279K |
| Sepio Capital, LP | 0.01% | Add +2.0% | 18,494 | $277K |
| Angeles Wealth Management, LLC | 0.01% | Add +41.9% | 18,337 | $275K |
| Corient Private Wealth LP | 0.00% | New | 18,550 | $267K |
| Chicago Partners Investment Group LLC | 0.01% | New | 14,636 | $264K |
| US Bancorp \de | 0.00% | Reduce -37.6% | 17,607 | $264K |
| Kings Path Partners LLC | 0.09% | No change | 17,215 | $258K |
| Glenmede Trust Co. NA | 0.00% | Reduce -45.6% | 16,360 | $245K |
| Truist Financial Corp. | 0.00% | Reduce -28.2% | 16,313 | $244K |
| Atom Investors LP | 0.02% | New | 15,358 | $230K |
| Walleye Trading LLC | 0.00% | New | 15,000 | $225K |
| Smith Group Asset Management, LLC | 0.01% | Reduce -0.2% | 14,947 | $224K |
| Atria Investments, Inc | 0.00% | Reduce -10.6% | 14,937 | $224K |
| Vident Advisory, LLC | 0.00% | New | 14,715 | $220K |
| &partners | 0.00% | Reduce -4.9% | 14,419 | $216K |
| Pictet Asset Management Holding SA | 0.00% | No change | 14,380 | $215K |
| Gibbs Wealth Management | 0.03% | Reduce -34.2% | 14,306 | $214K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 14,286 | $214K |
| Caxton Associates LLP | 0.00% | Add +44.4% | 13,812 | $207K |
| Neuberger Berman Group LLC | 0.00% | Reduce -33.9% | 13,140 | $197K |
| Portside Wealth Group, LLC | 0.03% | Reduce -36.3% | 12,992 | $195K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.7% | 12,550 | $188K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.1% | 12,467 | $187K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 11,960 | $179K |
| Cetera Investment Advisers | 0.00% | Reduce -57.8% | 11,065 | $166K |
| Twinbeech Capital LP | 0.02% | New | 11,058 | $166K |
| XTX Topco Ltd | 0.00% | Reduce -86.9% | 10,834 | $162K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +382.3% | 10,683 | $160K |
| Legacy Advisors, LLC | 0.02% | New | 10,515 | $158K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.8% | 10,292 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +68.5% | 10,041 | $150K |
| Deutsche Bank AG | 0.00% | Add +50.6% | 9,297 | $139K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,076 | $136K |
| Signaturefd, LLC | 0.00% | Add +9.4% | 8,325 | $125K |
| Bayforest Capital Ltd | 0.14% | Add +21.0% | 8,142 | $122K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $112K |
| MAI Capital Management | 0.00% | Add +23800.0% | 7,170 | $107K |
| Himension Capital (singapore) Pte. LTD. | 0.01% | New | 7,028 | $105K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.6% | 5,109 | $77K |
| Simplex Trading, LLC | 0.00% | New | 4,716 | $71K |
| Osaic Holdings, Inc. | 0.00% | Add +84.8% | 3,963 | $59K |
| Essential Partners LLC | 0.02% | Add +9400.0% | 3,800 | $57K |
| Arax Advisory Partners | 0.00% | Add +414.7% | 3,531 | $53K |
| Allworth Financial LP | 0.00% | Add +5238.5% | 3,470 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5250.0% | 3,317 | $50K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.1% | 3,309 | $50K |
| Hilltop National Bank | 0.01% | Add +20.1% | 3,209 | $48K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.5% | 3,106 | $47K |
| KBC Group NV | 0.00% | No change | 2,930 | $44K |
| Advisory Services Network, LLC | 0.00% | New | 2,750 | $41K |
| GAMMA Investing LLC | 0.00% | Add +228.9% | 2,697 | $40K |
| STRS Ohio | 0.00% | Add +4.0% | 2,655 | $40K |
| Group One Trading LLC | 0.00% | New | 2,466 | $37K |
| Optiver Holding B.V. | 0.00% | New | 2,106 | $32K |
| Quadrant Capital Group LLC | 0.00% | New | 2,042 | $31K |
| Parallel Advisors, LLC | 0.00% | Reduce -38.8% | 1,914 | $29K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,584 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | New | 1,154 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -38.8% | 1,022 | $17K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.0% | 1,111 | $17K |
| Rothschild Investment LLC | 0.00% | Add +50850.0% | 1,019 | $15K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 455 | $12K |
| Quarry LP | 0.00% | Add +25.7% | 661 | $10K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -58.9% | 590 | $9K |
| Kemnay Advisory Services Inc. | 0.00% | New | 449 | $7K |
| True Wealth Design, LLC | 0.00% | New | 431 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 383 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 345 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 334 | $5K |
| First Horizon Corp. | 0.00% | Reduce -38.8% | 332 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +17.0% | 323 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 316 | $5K |
| Bell Investment Advisors, Inc | 0.00% | New | 301 | $5K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.9% | 296 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 286 | $4K |
| WPG Advisers, LLC | 0.00% | Add +98.5% | 270 | $4K |
| Whittier Trust Co. | 0.00% | New | 212 | $4K |
| Private Trust Co. NA | 0.00% | Add +37.7% | 241 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 238 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 223 | $3K |
| Quent Capital, LLC | 0.00% | Add +291.2% | 223 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 214 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 151 | $2K |
| Rossby Financial, LCC | 0.00% | New | 126 | $2K |
| UMB Bank, n.a. | 0.00% | Add +531.8% | 139 | $2K |
| Covestor Ltd | 0.00% | Reduce -43.6% | 158 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +6450.0% | 131 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +137.2% | 102 | $2K |
| CrossGen Wealth, LLC | 0.00% | No change | 80 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 68 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 66 | $989 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5000.0% | 51 | $764 |
| Nisa Investment Advisors, LLC | 0.00% | Add +284.6% | 50 | $749 |
| CVA Family Office, LLC | 0.00% | New | 43 | $644 |
| Manchester Capital Management LLC | 0.00% | New | 38 | $570 |
| TopTier Wealth Management, LLC | 0.00% | New | 35 | $524 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +337.5% | 35 | $524 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 34 | $510 |
| Bare Financial Services, Inc | 0.00% | Reduce -46.8% | 33 | $494 |
| Federated Hermes, Inc. | 0.00% | Add +1550.0% | 33 | $494 |
| IFP Advisors, Inc | 0.00% | Add +8.0% | 27 | $404 |
| Root Financial Partners, LLC | 0.00% | Reduce -77.3% | 25 | $375 |
| MV Capital Management, Inc. | 0.00% | Add +144.4% | 22 | $330 |
| Sound Income Strategies, LLC | 0.00% | No change | 12 | $199 |
| International Assets Investment Management, LLC | 0.00% | Reduce -52.2% | 11 | $182 |
| SHP Wealth Management | 0.00% | New | 11 | $165 |
| Smartleaf Asset Management LLC | 0.00% | Add +11.1% | 10 | $152 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $35 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $30 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -96.4% | 1 | $15 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -85.7% | 1 | $15 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $15 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 28 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.