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Dmitry Balyasny’s nCino NCNO Stock Holding History

Dmitry Balyasny’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 		– Sell
-926,192
Closed -$13.9M – 3342
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

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

Dmitry Balyasny's NCNO Position: Q2 2026 in Review

Dmitry Balyasny sold out of nCino (NCNO) in Q2 2026, closing a stake of 926,192 shares — an estimated $13.9M sold.

Dmitry Balyasny first reported a position in NCNO in Q4 2021 and held it in 12 quarters. The position peaked at $54.3M in Q3 2025. 286 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Dmitry Balyasny reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 926,192 nCino shares in Q2 2026, an estimated $13.9M.
  • Dmitry Balyasny first reported a position in nCino in Q4 2021 and held it in 12 quarters.
  • Dmitry Balyasny's nCino position peaked at $54.3M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.