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
2025
Q4 		– Sell
-65,000
Closed -$1.76M – 3398
2025
Q3 		$1.76M Buy
+65,000
New +$1.9M ﹤0.01% 1863

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 $6.73T AUM 46.02% 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 $235M AUM 22.51% 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.