NcinoNCNO
13F holders, Q2 2026 (June 30)289holders +6
72new positions
67sold out
6famous investors
$16.31avg. 13F price*
At the end of Q2 2026, 289 institutions reported holding Ncino Inc. (NCNO) in their 13F filings, up 6 from Q1 2026. 72 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($147.5M), Vanguard Portfolio Management LLC ($128.0M) and Senvest Management, LLC ($119.8M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ncino Inc.
- CUSIP
- 63947X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $125.5M |
| Exits | 67 | $288.6M |
All 13F filers, Q1 2026 → Q2 2026: 43,708,131 shares bought and 36,180,086 shares sold, net +7,528,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| BlackRock, Inc. | 0.00% | Add +59.9% | 9,020,898 | $147.5M |
| Vanguard Portfolio Management LLC | 0.01% | Add +12.5% | 7,826,876 | $128.0M |
| Senvest Management, LLC | 3.51% | Add +38.0% | 7,326,196 | $119.8M |
| AQR Capital Management | 0.04% | Add +189.7% | 7,102,050 | $112.4M |
| Bank of America Corp. | 0.01% | Add +418.9% | 5,157,098 | $84.3M |
| American Capital Management Inc. | 3.75% | Add +115.0% | 5,107,539 | $83.5M |
| HMI Capital Management, L.P. | 11.89% | Reduce -26.4% | 4,990,713 | $81.6M |
| Bank of Montreal | 0.03% | Add +182.7% | 4,710,565 | $77.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -5.5% | 4,462,308 | $73.0M |
| Clearbridge Investments, LLC | 0.05% | Add +85.2% | 3,913,634 | $64.0M |
| Lead Edge Capital Management, LLC | 10.88% | Add +117.0% | 3,662,570 | $59.9M |
| Long Path Partners LP | 25.36% | Reduce -17.7% | 3,639,442 | $59.5M |
| Wellington Management Group LLP | 0.01% | New | 3,014,228 | $49.3M |
| State Street Corp. | 0.00% | Add +41.0% | 2,906,920 | $47.5M |
| Geode Capital Management, LLC | 0.00% | Add +41.3% | 2,709,930 | $44.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +15.0% | 2,700,449 | $44.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Reduce -50.9% | 2,521,806 | $41.2M |
| Algebris (uk) Ltd. | 2.62% | Add +16.1% | 2,414,440 | $39.4M |
| Conestoga Capital Advisors, LLC | 0.75% | Reduce -22.2% | 2,120,465 | $34.7M |
| Baron Capital (BAMCO) | 0.05% | Reduce -8.9% | 1,867,719 | $30.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +172.1% | 1,670,309 | $27.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 1,621,103 | $26.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 1,465,666 | $23.2M |
| Franklin Resources Inc. | 0.00% | Add +13.5% | 1,342,453 | $21.9M |
| Ameriprise Financial Inc. | 0.00% | Add +945.7% | 1,275,574 | $20.9M |
| Quantinno Capital Management LP | 0.02% | Add +310.5% | 1,265,637 | $20.7M |
| Gotham Asset Management | 0.05% | Add +48.7% | 1,210,961 | $19.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +48.0% | 1,190,067 | $19.5M |
| Azora Capital LP | 0.76% | New | 1,101,641 | $18.0M |
| Tensile Capital Management LP | 2.39% | Add +5.1% | 1,056,592 | $17.3M |
| Northern Trust Corp. | 0.00% | Add +70.6% | 1,010,478 | $16.5M |
| UBS Group AG | 0.00% | Add +12.9% | 978,122 | $16.0M |
| Ranger Investment Management, L.P. | 1.01% | Reduce -7.8% | 975,055 | $15.9M |
| Morgan Stanley | 0.00% | Reduce -33.5% | 948,733 | $15.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +43.8% | 862,440 | $14.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.1% | 848,813 | $13.9M |
| Nuveen, LLC | 0.00% | Add +191.2% | 833,007 | $13.6M |
| FMR LLC | 0.00% | Reduce -12.7% | 822,841 | $13.5M |
| Credit Agricole S A | 0.03% | Add +21.6% | 814,800 | $13.3M |
| Clearline Capital LP | 0.84% | No change | 799,322 | $13.1M |
| Fred Alger Management, LLC | 0.04% | Reduce -23.2% | 753,939 | $12.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +2.2% | 724,955 | $11.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +8.7% | 709,626 | $11.6M |
| Kennedy Capital Management LLC | 0.18% | Add +23.2% | 632,476 | $10.3M |
| Woodline Partners LP | 0.03% | Reduce -25.1% | 589,677 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Add +5.9% | 558,567 | $9.1M |
| Los Angeles Capital Management LLC | 0.03% | Add +90204.4% | 532,796 | $8.7M |
| Cypress Point Investment Management LP | 1.46% | Add +78.9% | 492,329 | $8.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +285.3% | 442,876 | $7.2M |
| Man Group plc | 0.01% | Reduce -14.2% | 425,801 | $7.0M |
| Sei Investments Co. | 0.01% | Reduce -15.1% | 374,733 | $6.1M |
| Brown Capital Management LLC | 1.21% | Reduce -30.1% | 370,368 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 367,748 | $6.0M |
| Jupiter Topco LLC | 0.00% | — | 349,577 | $5.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.7% | 328,968 | $5.4M |
| Fifth Third Bancorp | 0.01% | Reduce -6.5% | 319,578 | $5.2M |
| Mariner, LLC | 0.01% | Add +306.4% | 314,547 | $5.1M |
| Citadel Advisors | 0.00% | Reduce -67.6% | 310,823 | $5.1M |
| Millennium Management | 0.00% | Reduce -93.4% | 289,882 | $4.7M |
| Nicholas Company, Inc. | 0.09% | Add +4.0% | 288,948 | $4.7M |
| Alliancebernstein L.P. | 0.00% | Add +497.1% | 309,769 | $4.6M |
| Acadian Asset Management LLC | 0.00% | New | 251,941 | $4.1M |
| Trexquant Investment LP | 0.02% | New | 241,752 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.2% | 238,449 | $3.9M |
| Citigroup Inc. | 0.00% | Add +99.8% | 233,566 | $3.8M |
| Palisade Capital Management, LP | 0.17% | Reduce -52.3% | 211,835 | $3.5M |
| Swiss National Bank | 0.00% | Add +0.7% | 206,900 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.6% | 203,064 | $3.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -4.1% | 199,680 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.8% | 197,530 | $3.2M |
| Bullseye Asset Management LLC | 1.47% | Add +0.7% | 176,279 | $2.9M |
| Invesco Ltd. | 0.00% | Reduce -12.9% | 176,152 | $2.9M |
| XTX Topco Ltd | 0.04% | Add +1513.0% | 174,751 | $2.9M |
| Edgestream Partners, L.P. | 0.08% | Reduce -24.6% | 169,923 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 168,787 | $2.8M |
| Bank of Nova Scotia | 0.00% | New | 164,900 | $2.7M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -20.4% | 151,168 | $2.5M |
| Nomura Asset Management International Inc. | 0.00% | Add +42.6% | 149,379 | $2.4M |
| Creative Planning | 0.00% | Add +86.6% | 146,451 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +365.3% | 143,937 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +261.9% | 142,833 | $2.3M |
| Peregrine Capital Management LLC | 0.07% | Reduce -57.2% | 140,673 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.8% | 138,108 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +46.4% | 136,905 | $2.2M |
| Holocene Advisors, LP | 0.00% | Add +16.1% | 127,772 | $2.1M |
| Sit Investment Associates Inc. | 0.04% | Add +7.9% | 126,885 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -2.8% | 126,128 | $2.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7844.9% | 125,847 | $2.1M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -0.4% | 122,100 | $2.0M |
| Dark Forest Capital Management LP | 0.13% | New | 121,220 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +1187.4% | 119,688 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +16.7% | 119,671 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +297.2% | 125,108 | $1.8M |
| CM Wealth Advisors LLC | 0.32% | Add +2.8% | 109,424 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Reduce -83.7% | 99,949 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -20.6% | 95,820 | $1.6M |
| Motley Fool Asset Management LLC | 0.06% | Add +10.4% | 95,273 | $1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -11.5% | 94,316 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +8.7% | 90,132 | $1.5M |
| Oak Thistle LLC | 0.14% | Add +378.3% | 88,945 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +108.7% | 87,448 | $1.4M |
| Trust Co of the South | 0.18% | No change | 77,722 | $1.3M |
| Advisors Capital Management, LLC | 0.01% | Reduce -4.7% | 75,725 | $1.2M |
| Gagnon Securities LLC | 0.24% | Reduce -5.3% | 75,333 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +144.5% | 74,621 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Add +73.5% | 73,022 | $1.2M |
| Vinva Investment Management Ltd | 0.01% | New | 51,779 | $1.2M |
| Sigma Planning Corp | 0.03% | New | 72,500 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +130.1% | 69,500 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.36% | New | 59,018 | $1.1M |
| D.A. Davidson & Co. | 0.01% | New | 64,150 | $1.0M |
| MetLife Investment Management, LLC | 0.00% | Reduce -86.9% | 62,785 | $1.0M |
| National Bank of Canada | 0.00% | New | 57,000 | $932K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +129.9% | 55,107 | $901K |
| Lecap Asset Management Ltd. | 0.35% | New | 50,246 | $822K |
| SummitTX Capital, L.P. | 0.02% | New | 50,233 | $821K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.0% | 46,849 | $766K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 46,013 | $752K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 43,884 | $718K |
| Entropy Technologies, LP | 0.03% | Add +133.0% | 43,623 | $713K |
| Allstate Corp. | 0.01% | New | 41,743 | $682K |
| Chicago Capital, LLC | 0.02% | Add +24.6% | 39,117 | $640K |
| Arax Advisory Partners | 0.00% | Add +992.2% | 38,565 | $631K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -91.0% | 37,607 | $615K |
| Bridgewater Associates | 0.00% | New | 37,116 | $607K |
| Natixis Advisors, LLC | 0.00% | Add +41.4% | 36,797 | $601K |
| Jones Financial Companies LLLP | 0.00% | Add +44.8% | 38,234 | $598K |
| Magnetar Financial LLC | 0.01% | Add +72.7% | 35,936 | $588K |
| LPL Financial LLC | 0.00% | Reduce -2.8% | 35,231 | $576K |
| State of Wyoming | 0.06% | Reduce -75.3% | 35,191 | $575K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -46.5% | 34,801 | $569K |
| Algert Global LLC | 0.01% | New | 34,240 | $560K |
| Corient Private Wealth LP | 0.00% | Add +83.1% | 33,960 | $555K |
| Angeles Wealth Management, LLC | 0.03% | Add +85.2% | 33,958 | $555K |
| Stifel Financial Corp. | 0.00% | Reduce -36.4% | 32,933 | $538K |
| Barclays PLC | 0.00% | Reduce -35.7% | 32,781 | $536K |
| Numerai GP LLC | 0.04% | Reduce -63.9% | 32,206 | $527K |
| M&T Bank Corp | 0.00% | Reduce -45.5% | 32,037 | $523K |
| Caxton Associates LLP | 0.01% | Add +128.6% | 31,577 | $516K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.8% | 31,560 | $516K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -31.8% | 30,794 | $503K |
| Arizona State Retirement System | 0.00% | Add +0.3% | 28,443 | $465K |
| Federated Hermes, Inc. | 0.00% | Add +84806.1% | 28,019 | $458K |
| Chicago Partners Investment Group LLC | 0.01% | Add +92.1% | 28,110 | $456K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 27,800 | $455K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +14.4% | 27,095 | $443K |
| Brighton Jones LLC | 0.01% | New | 27,078 | $443K |
| Engineers Gate Manager LP | 0.01% | Reduce -57.0% | 27,070 | $443K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -90.5% | 26,782 | $438K |
| Handelsbanken Fonder AB | 0.00% | Add +16.3% | 26,400 | $432K |
| Jane Street Group, LLC | 0.00% | Reduce -97.9% | 26,198 | $428K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -57.5% | 25,971 | $425K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -2.9% | 25,152 | $411K |
| Focus Partners Wealth | 0.00% | New | 25,057 | $410K |
| Diversified Trust Co. | 0.01% | New | 24,700 | $404K |
| Graham Capital Management, L.P. | 0.02% | Reduce -18.3% | 24,697 | $404K |
| Merit Financial Group, LLC | 0.00% | New | 24,629 | $403K |
| Rothschild Investment LLC | 0.01% | Add +2288.7% | 24,341 | $398K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 23,782 | $389K |
| Diversify Advisory Services, LLC | 0.01% | New | 21,507 | $380K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -6.9% | 21,507 | $380K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,300 | $365K |
| Oxford Asset Management LLP | 0.18% | Reduce -25.3% | 21,922 | $358K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -69.4% | 21,660 | $354K |
| Integrated Wealth Concepts LLC | 0.00% | New | 21,042 | $344K |
| MAI Capital Management | 0.00% | Add +184.7% | 20,410 | $334K |
| Voya Investment Management LLC | 0.00% | New | 20,409 | $334K |
| Teacher Retirement System of Texas | 0.00% | New | 20,320 | $332K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 18,974 | $322K |
| Krilogy Financial LLC | 0.01% | New | 19,514 | $319K |
| Blueshift Asset Management, LLC | 0.07% | New | 18,813 | $308K |
| Sepio Capital, LP | 0.01% | Reduce -1.9% | 18,135 | $297K |
| Cowa, LLC | 0.08% | New | 17,950 | $293K |
| Prudential Financial Inc. | 0.00% | New | 17,930 | $293K |
| EntryPoint Capital, LLC | 0.07% | New | 17,763 | $290K |
| Cresset Asset Management, LLC | 0.00% | Reduce -14.0% | 17,690 | $289K |
| HB Wealth Management, LLC | 0.00% | New | 17,570 | $287K |
| Legacy Advisors, LLC | 0.03% | Add +65.9% | 17,445 | $285K |
| Waddell & Associates, LLC | 0.01% | New | 17,322 | $283K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 17,310 | $283K |
| Kings Path Partners LLC | 0.07% | No change | 17,215 | $281K |
| Intech Investment Management LLC | 0.00% | New | 17,086 | $279K |
| Smith Group Asset Management, LLC | 0.01% | Add +12.3% | 16,790 | $275K |
| Mirabella Financial Services LLP | 0.03% | New | 16,486 | $270K |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 16,143 | $264K |
| US Bancorp \de | 0.00% | Reduce -11.2% | 15,641 | $256K |
| Pathstone Holdings, LLC | 0.00% | Reduce -53.2% | 15,568 | $255K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -64.2% | 15,137 | $247K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +25.5% | 15,010 | $245K |
| Blair William & Co. | 0.00% | New | 14,733 | $241K |
| AlphaCore Capital LLC | 0.00% | New | 14,665 | $240K |
| Bull Harbor Capital LLC | 0.05% | New | 14,664 | $240K |
| Vident Advisory, LLC | 0.00% | Reduce -0.6% | 14,632 | $239K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 14,539 | $238K |
| Pictet Asset Management Holding SA | 0.00% | No change | 14,380 | $235K |
| ProShare Advisors LLC | 0.00% | New | 14,078 | $230K |
| Allworth Financial LP | 0.00% | Add +282.4% | 13,268 | $217K |
| Callan Family Office, LLC | 0.00% | Reduce -60.0% | 12,799 | $209K |
| Glenmede Trust Co. NA | 0.00% | Reduce -22.3% | 12,708 | $208K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.6% | 12,098 | $198K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 11,680 | $191K |
| Citizens Financial Group Inc. | 0.00% | New | 11,297 | $185K |
| Xponance LLC | 0.00% | New | 11,126 | $182K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 11,101 | $182K |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 10,966 | $179K |
| Atria Investments, Inc | 0.00% | Reduce -28.0% | 10,749 | $176K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 10,263 | $168K |
| Caerus Investment Advisors, LLC | 0.06% | New | 10,220 | $167K |
| Daymark Wealth Partners, LLC | 0.00% | New | 10,207 | $167K |
| Pallas Capital Advisors LLC | 0.01% | New | 10,080 | $165K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 9,758 | $160K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.0% | 9,670 | $158K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +188.0% | 9,554 | $156K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,076 | $148K |
| Signaturefd, LLC | 0.00% | Reduce -6.3% | 7,803 | $128K |
| Emerald Mutual Fund Advisers Trust | 0.00% | New | 7,612 | $124K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,503 | $123K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.8% | 6,491 | $106K |
| Essential Partners LLC | 0.05% | Add +64.7% | 6,257 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.4% | 5,301 | $87K |
| Osaic Holdings, Inc. | 0.00% | Add +33.0% | 5,271 | $86K |
| Kemnay Advisory Services Inc. | 0.01% | Add +934.3% | 4,644 | $76K |
| Hilton Head Capital Partners, LLC | 0.03% | Add +237.3% | 3,893 | $64K |
| Quarry LP | 0.01% | Add +399.7% | 3,303 | $54K |
| Hilltop National Bank | 0.01% | No change | 3,209 | $52K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -5.2% | 2,944 | $48K |
| KBC Group NV | 0.00% | No change | 2,930 | $48K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,889 | $47K |
| GAMMA Investing LLC | 0.00% | Add +2.3% | 2,758 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Add +165.9% | 2,718 | $44K |
| Versant Capital Management, Inc | 0.00% | Add +664.9% | 2,417 | $40K |
| IFP Advisors, Inc | 0.00% | Add +7370.4% | 2,017 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -61.5% | 1,966 | $32K |
| Larson Financial Group LLC | 0.00% | New | 1,872 | $31K |
| True Wealth Design, LLC | 0.01% | Add +322.5% | 1,821 | $30K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.8% | 1,689 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3078.0% | 1,589 | $26K |
| Clearstead Advisors, LLC | 0.00% | New | 1,574 | $26K |
| Quent Capital, LLC | 0.00% | Add +494.6% | 1,326 | $22K |
| Nykredit A/S | 0.00% | — | 1,278 | $21K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.7% | 1,103 | $18K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +74.4% | 668 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 558 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -85.2% | 490 | $8K |
| Covestor Ltd | 0.00% | Add +160.1% | 411 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Add +206.9% | 402 | $7K |
| First Horizon Corp. | 0.00% | Add +14.2% | 379 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.4% | 362 | $6K |
| Summit Securities Group LLC | 0.00% | New | 361 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -83.5% | 347 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 327 | $5K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 296 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 270 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 268 | $4K |
| Zions Bancorporation, National Association | 0.00% | New | 256 | $4K |
| Private Trust Co. NA | 0.00% | No change | 241 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 238 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 223 | $4K |
| Buck Wealth Strategies, LLC | 0.00% | New | 217 | $4K |
| JPL Wealth Management, LLC | 0.00% | Reduce -13.6% | 185 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -39.9% | 172 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +190.2% | 148 | $2K |
| Rossby Financial, LCC | 0.00% | Add +4.0% | 131 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -69.0% | 100 | $2K |
| CrossGen Wealth, LLC | 0.00% | No change | 80 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 73 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -37.3% | 64 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +51.4% | 53 | $866 |
| CVA Family Office, LLC | 0.00% | No change | 43 | $703 |
| Activest Wealth Management | 0.00% | New | 33 | $540 |
| Walleye Capital LLC | 0.00% | New | 30 | $491 |
| Kilter Group LLC | 0.00% | New | 24 | $393 |
| MV Capital Management, Inc. | 0.00% | Reduce -4.5% | 21 | $344 |
| Investors Portfolio Services LLC | 0.00% | New | 21 | $343 |
| Cromwell Holdings LLC | 0.00% | New | 17 | $278 |
| International Assets Investment Management, LLC | 0.00% | No change | 11 | $189 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -83.8% | 11 | $180 |
| Smartleaf Asset Management LLC | 0.00% | No change | 10 | $167 |
| SouthState Bank Corp | 0.00% | New | 10 | $164 |
| Creative Capital Management Investments LLC | 0.00% | New | 9 | $147 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $50 |
| LRI Investments, LLC | 0.00% | New | 2 | $33 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $18 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1 | $17 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $17 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $16 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $16 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -10.7% | 25 | $0 |
| Navigoe, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is NCNO's weight in each manager's 13F, not the share of Ncino Inc. the manager owns.