GAM
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Gotham Asset Management’s nCino NCNO Stock Holding History

Gotham 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
2026
Q1 		$12.2M Buy
814,308
+482,634
+146% +$9.07M 0.04% 635
2025
Q4 		$8.5M Sell
331,674
-142,482
-30% -$3.62M 0.03% 680
2025
Q3 		$12.9M Buy
474,156
+86,741
+22% +$2.53M 0.06% 490
2025
Q2 		$10.8M Buy
387,415
+354,318
+1,071% +$8.85M 0.06% 446
2025
Q1 		$909K Sell
33,097
-24,207
-42% -$766K 0.01% 1034
2024
Q4 		$1.92M Buy
57,304
+32,456
+131% +$1.21M 0.02% 731
2024
Q3 		$785K Sell
24,848
-12,071
-33% -$382K 0.01% 979
2024
Q2 		$1.16M Sell
36,919
-36,150
-49% -$1.13M 0.02% 843
2024
Q1 		$2.73M Buy
73,069
+47,598
+187% +$1.5M 0.04% 558
2023
Q4 		$857K Sell
25,471
-2,615
-9% -$77.8K 0.02% 834
2023
Q3 		$893K Buy
+28,086
New +$867K 0.02% 815
2023
Q2 		– Sell
-22,632
Closed -$561K – 1380
2023
Q1 		$561K Buy
+22,632
New +$597K 0.01% 924
2022
Q4 		– Sell
-41,575
Closed -$1.42M – 1281
2022
Q3 		$1.42M Buy
41,575
+21,175
+104% +$714K 0.04% 529
2022
Q2 		$631K Buy
20,400
+7,867
+63% +$278K 0.02% 716
2022
Q1 		$514K Buy
+12,533
New +$574K 0.02% 796
2021
Q4 		– Sell
-3,325
Closed -$236K – 1202
2021
Q3 		$236K Buy
+3,325
New +$222K 0.01% 919

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 $5.72T AUM 30.48% 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 $220M AUM 25.96% 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

Gotham Asset Management's NCNO Position: Q1 2026 in Review

Gotham Asset Management increased its nCino (NCNO) stake by 146% in Q1 2026, buying an estimated $9.07M and bringing the position to 814,308 shares worth $12.2M. The position accounts for 0.04% of the portfolio, ranked #635.

Gotham Asset Management first reported a position in NCNO in Q3 2021 and has held it in 16 quarters since. The position peaked at $12.9M in Q3 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Gotham Asset Management held 814,308 shares of nCino worth $12.2M as of Q1 2026.
  • Gotham Asset Management bought 482,634 nCino shares in Q1 2026, an estimated $9.07M.
  • nCino made up 0.04% of Gotham Asset Management's portfolio in Q1 2026, its #635 holding.
  • Gotham Asset Management first reported a position in nCino in Q3 2021 and has held it in 16 quarters since.
  • Gotham Asset Management's nCino position peaked at $12.9M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.