HCM
NCNO icon

HMI Capital Management’s nCino NCNO Stock Holding History

HMI Capital 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 		$81.6M Sell
4,990,713
-1,787,315
-26% -$29.3M 11.45% 3
2026
Q1 		$102M Buy
6,778,028
+2,055
+0% +$38.6K 13.46% 3
2025
Q4 		$174M Hold
6,775,973
– – 14.26% 1
2025
Q3 		$184M Hold
6,775,973
– – 10.61% 4
2025
Q2 		$190M Buy
6,775,973
+2,195
+0% +$54.8K 10.76% 5
2025
Q1 		$186M Hold
6,773,778
– – 10.13% 6
2024
Q4 		$227M Sell
6,773,778
-1,100,000
-14% -$41M 11.43% 5
2024
Q3 		$249M Buy
7,873,778
+475,527
+6% +$15.1M 10.3% 5
2024
Q2 		$233M Buy
7,398,251
+820,564
+12% +$25.7M 8.86% 5
2024
Q1 		$246M Sell
6,577,687
-1,453,800
-18% -$45.8M 9.05% 5
2023
Q4 		$270M Sell
8,031,487
-134,938
-2% -$4.02M 11.71% 4
2023
Q3 		$260M Hold
8,166,425
– – 9.97% 4
2023
Q2 		$246M Hold
8,166,425
– – 8.74% 6
2023
Q1 		$202M Buy
8,166,425
+663,970
+9% +$17.5M 7.91% 6
2022
Q4 		$198M Sell
7,502,455
-370,000
-5% -$10.4M 8.48% 6
2022
Q3 		$269M Hold
7,872,455
– – 10.11% 2
2022
Q2 		$243M Buy
7,872,455
+236,816
+3% +$8.36M 9.78% 3
2022
Q1 		$313M Buy
7,635,639
+117,000
+2% +$5.36M 9.13% 4
2021
Q4 		$412M Buy
7,518,639
+1,662,674
+28% +$108M 11.27% 3
2021
Q3 		$416M Buy
5,855,965
+950,000
+19% +$63.3M 12.47% 2
2021
Q2 		$294M Buy
4,905,965
+2,519,700
+106% +$159M 9.21% 7
2021
Q1 		$159M Buy
+2,386,265
New +$170M 5.68% 10

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
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
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

HMI Capital Management's NCNO Position: Q2 2026 in Review

HMI Capital Management reduced its nCino (NCNO) stake by 26% in Q2 2026, selling an estimated $29.3M and leaving 4,990,713 shares worth $81.6M. The position accounts for 11.45% of the portfolio, ranked #3.

HMI Capital Management first reported a position in NCNO in Q1 2021 and has held it in 22 quarters since. The position peaked at $416M in Q3 2021. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • HMI Capital Management held 4,990,713 shares of nCino worth $81.6M as of Q2 2026.
  • HMI Capital Management sold 1,787,315 nCino shares in Q2 2026, an estimated $29.3M.
  • nCino made up 11.45% of HMI Capital Management's portfolio in Q2 2026, its #3 holding.
  • HMI Capital Management first reported a position in nCino in Q1 2021 and has held it in 22 quarters since.
  • HMI Capital Management's nCino position peaked at $416M in Q3 2021.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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