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Kinetic Partners Management’s nCino NCNO Stock Holding History

Kinetic Partners 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 		$2.11M Sell
140,800
-808,200
-85% -$15.2M 0.12% 49
2025
Q4 		$24.3M Buy
949,000
+250,000
+36% +$6.35M 1.18% 28
2025
Q3 		$18.9M Buy
699,000
+330,000
+89% +$9.64M 0.92% 29
2025
Q2 		$10.3M Buy
+369,000
New +$9.22M 0.56% 31

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 $235M AUM 22.51% 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

Kinetic Partners Management's NCNO Position: Q1 2026 in Review

Kinetic Partners Management reduced its nCino (NCNO) stake by 85% in Q1 2026, selling an estimated $15.2M and leaving 140,800 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #49.

Kinetic Partners Management first reported a position in NCNO in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.3M in Q4 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Kinetic Partners Management held 140,800 shares of nCino worth $2.11M as of Q1 2026.
  • Kinetic Partners Management sold 808,200 nCino shares in Q1 2026, an estimated $15.2M.
  • nCino made up 0.12% of Kinetic Partners Management's portfolio in Q1 2026, its #49 holding.
  • Kinetic Partners Management first reported a position in nCino in Q2 2025 and has held it in 4 quarters since.
  • Kinetic Partners Management's nCino position peaked at $24.3M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

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