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NCNO in the 13F filings

Ncino Inc · CUSIP 63947X101

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 5 listed it in both
Shares listed
16,483,432
combined, among listed positions
Reported value
$423m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,047,068.

Managers listing NCNO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Millennium Management LLC2,341,532$60munder 0.1%Added+1,696,05117 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,236,694$57munder 0.1%Added+627,41317 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,133,200$55munder 0.1%Trimmed-481,40317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP1,402,586$36munder 0.1%Added+39,19617 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,233,895$32munder 0.1%Added+62,14613 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP922,829$24munder 0.1%Trimmed-266,12717 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP807,343$21m0.15%Added+495,54117 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd778,848$20munder 0.1%Trimmed-35,31917 Feb 2026 (the filing on sec.gov)
MFS Investment Management746,438$19munder 0.1%Trimmed-23,55822 Jan 2026 (the filing on sec.gov)
Jane Street Group LLC583,625$15munder 0.1%Added+96,84412 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP558,060$14m0.11%Trimmed-117,29417 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC511,226$13munder 0.1%Trimmed-1,492,40717 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC474,970$12munder 0.1%Added+228,30117 Feb 2026 (the filing on sec.gov)
Man Group PLC366,209$9.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC312,211$8.0munder 0.1%Added+16,86917 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC248,240$6.4munder 0.1%Added+110,97717 Feb 2026 (the filing on sec.gov)
Invesco Ltd168,339$4.3munder 0.1%Added+20,10219 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC115,000$2.9munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp106,247$2.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC96,217$2.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP83,060$2.1munder 0.1%Trimmed-8,14513 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC47,592$1.2munder 0.1%Trimmed-78,69013 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP42,357$1.1munder 0.1%Trimmed-86,03913 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP40,038$1.0munder 0.1%Trimmed-83417 Feb 2026 (the filing on sec.gov)
Winton Group Ltd32,170$825kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q2 2024 to 3 in Q1 2026

Tracked managers listing it, at least.

024620222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NCNO by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20224$606mn.a.n.a.
Q2 20222$560mn.a.n.a.
Q3 20223$386mn.a.n.a.
Q4 20221$195mn.a.n.a.
Q1 20233$210mn.a.n.a.
Q2 20231$246mn.a.n.a.
Q3 20232$264mn.a.n.a.
Q4 20233$179m21
Q1 20243$71m13
Q2 20244$27m32
Q3 20241$7.9m10
Q4 20242$105m21
Q1 20256$292m51
Q2 20256$259m32
Q3 20256$206m44
Q4 20254$73m1718
Q1 20263$29m2013

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NCNO and GOOGL →NCNO and AMZN →NCNO and MSFT →Choose a stock to compare with NCNO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NCNO, latest filings →Back to the 13F Explorer →