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
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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.