NCNO · Company research
nCino, Inc. Common Stock (NCNO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3913634 | 63987916 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127772 | 2089072 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20409 | 333687 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 709626 | 11602385 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4644 | 75929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25971 | 424626 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15893 | 259851 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31577 | 516284 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36797 | 601 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 814800 | 13321980 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 164 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 50 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7826876 | 127969423 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12799 | 209264 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9000 | 147150 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46013 | 752313 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 862440 | 14100894 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148 | 2420 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1610539 | 26332313 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24697 | 403796 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Long Path Partners LP | 1905112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3639442 | 59504877 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16486 | 269546 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2583986 | 42248171 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25152 | 411235 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169923 | 2778241 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9670 | 158105 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256 | 4186 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CrossGen Wealth, LLC | 2112179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 1308 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38800 | 634380 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4704744 | 76922564 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 668 | 10922000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 189 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55107 | 900999 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4564645 | 74631946 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17747 | 290162 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SummitTX Capital, L.P. | 2052310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50233 | 821310 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 241752 | 3952645 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14380 | 235113 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3209 | 52467 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411 | 7 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Buck Wealth Strategies, LLC | 1973259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217 | 3548 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7503 | 123 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1232117 | 19537569 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206900 | 3382815 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Chicago Partners Investment Group LLC | 1563525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28110 | 455944 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2030780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21507 | 379595 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185 | 3025 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21660 | 354141 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121220 | 1981947 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Senvest Management, LLC | 1328785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7326196 | 119783305 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27800 | 454530 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34240 | 559824 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126885 | 2075 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57000 | 931950 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15382 | 251488 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136905 | 2238387 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Financial Network Wealth Advisors LLC | 2012031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 1635 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13268 | 216932 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23782 | 388836 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199680 | 3264768 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| D.A. DAVIDSON & CO. | 1080107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64150 | 1048853 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HB Wealth Management, LLC | 1911253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17570 | 287270 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4894593 | 80026596 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10263 | 167800 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33583 | 549084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 556 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Oak Thistle LLC | 1755987 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88945 | 1454252 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 632476 | 10340983 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1867719 | 30537206 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vinva Investment Management Ltd | 1968109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51779 | 1189007 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20320 | 332232 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12098 | 197802 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19196 | 313854 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 513227 | 8391261 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174751 | 2857179 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74621 | 1220053 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2906920 | 47528142 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Lead Edge Capital Management, LLC | 1802797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3662570 | 59883020 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1278 | 20895 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HMI Capital Management, L.P. | 1469026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4990713 | 81598157 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.