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Brant Point Investment Management’s nCino NCNO Stock Holding History

Brant Point Investment 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
-80,000
Closed -$2.17M – 140
2025
Q3 		$2.17M Sell
80,000
-40,000
-33% -$1.17M 0.23% 90
2025
Q2 		$3.36M Buy
+120,000
New +$3M 0.35% 63

Other funds holding NCNO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Brant Point Investment Management's NCNO Position: Q4 2025 in Review

Brant Point Investment Management sold out of nCino (NCNO) in Q4 2025, closing a stake of 80,000 shares — an estimated $2.17M sold.

Brant Point Investment Management first reported a position in NCNO in Q2 2025 and held it in 2 quarters. The position peaked at $3.36M in Q2 2025. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Brant Point Investment Management reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Brant Point Investment Management sold 80,000 nCino shares in Q4 2025, an estimated $2.17M.
  • Brant Point Investment Management first reported a position in nCino in Q2 2025 and held it in 2 quarters.
  • Brant Point Investment Management's nCino position peaked at $3.36M in Q2 2025.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Brant Point Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.