CPIM
NCNO icon

Cypress Point Investment Management’s nCino NCNO Stock Holding History

Cypress 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
2026
Q2 		$8.05M Buy
492,329
+217,168
+79% +$3.56M 1.46% 29
2026
Q1 		$4.12M Sell
275,161
-46,976
-15% -$883K 0.97% 29
2025
Q4 		$8.27M Buy
+322,137
New +$8.18M 1.78% 19

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cypress Point Investment Management's NCNO Position: Q2 2026 in Review

Cypress Point Investment Management increased its nCino (NCNO) stake by 79% in Q2 2026, buying an estimated $3.56M and bringing the position to 492,329 shares worth $8.05M. The position accounts for 1.46% of the portfolio, ranked #29.

Cypress Point Investment Management first reported a position in NCNO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.27M in Q4 2025. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Cypress Point Investment Management held 492,329 shares of nCino worth $8.05M as of Q2 2026.
  • Cypress Point Investment Management bought 217,168 nCino shares in Q2 2026, an estimated $3.56M.
  • nCino made up 1.46% of Cypress Point Investment Management's portfolio in Q2 2026, its #29 holding.
  • Cypress Point Investment Management first reported a position in nCino in Q4 2025 and has held it in 3 quarters since.
  • Cypress Point Investment Management's nCino position peaked at $8.27M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Cypress Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.