Balyasny Asset Management
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Balyasny Asset Management’s nCino NCNO Stock Holding History

Balyasny Asset Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Buy
926,192
+414,966
+81% +$7.8M 0.02% 861
2025
Q4 		$13.1M Sell
511,226
-1,492,407
-74% -$37.9M 0.02% 906
2025
Q3 		$54.3M Buy
2,003,633
+1,065,541
+114% +$31.1M 0.07% 339
2025
Q2 		$26.2M Buy
+938,092
New +$23.4M 0.04% 558
2024
Q4 		– Sell
-454,661
Closed -$14.4M – 3093
2024
Q3 		$14.4M Buy
454,661
+105,121
+30% +$3.33M 0.02% 777
2024
Q2 		$11M Buy
+349,540
New +$10.9M 0.02% 841
2024
Q1 		– Sell
-209,041
Closed -$7.03M – 2938
2023
Q4 		$7.03M Buy
209,041
+190,603
+1,034% +$5.67M 0.01% 1003
2023
Q3 		$586K Sell
18,438
-124,122
-87% -$3.83M ﹤0.01% 1709
2023
Q2 		$4.29M Buy
+142,560
New +$3.63M 0.01% 1117
2023
Q1 		– Sell
-141,542
Closed -$3.74M – 2977
2022
Q4 		$3.74M Buy
+141,542
New +$3.98M 0.01% 1153
2022
Q3 		– Sell
-186,826
Closed -$5.78M – 3124
2022
Q2 		$5.78M Buy
+186,826
New +$6.6M 0.02% 876
2022
Q1 		– Sell
-14,272
Closed -$783K – 2709
2021
Q4 		$783K Buy
+14,272
New +$926K ﹤0.01% 1513

Other funds holding NCNO

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Balyasny Asset Management's NCNO Position: Q1 2026 in Review

Balyasny Asset Management increased its nCino (NCNO) stake by 81% in Q1 2026, buying an estimated $7.8M and bringing the position to 926,192 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #861.

Balyasny Asset Management first reported a position in NCNO in Q4 2021 and has held it in 12 quarters since. The position peaked at $54.3M in Q3 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Balyasny Asset Management held 926,192 shares of nCino worth $13.9M as of Q1 2026.
  • Balyasny Asset Management bought 414,966 nCino shares in Q1 2026, an estimated $7.8M.
  • nCino made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #861 holding.
  • Balyasny Asset Management first reported a position in nCino in Q4 2021 and has held it in 12 quarters since.
  • Balyasny Asset Management's nCino position peaked at $54.3M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.