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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
Q2 		– Sell
-140,800
Closed -$2.11M – 54
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

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

Kinetic Partners Management's NCNO Position: Q2 2026 in Review

Kinetic Partners Management sold out of nCino (NCNO) in Q2 2026, closing a stake of 140,800 shares — an estimated $2.11M sold.

Kinetic Partners Management first reported a position in NCNO in Q2 2025 and held it in 4 quarters. The position peaked at $24.3M in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Kinetic Partners Management reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Kinetic Partners Management sold 140,800 nCino shares in Q2 2026, an estimated $2.11M.
  • Kinetic Partners Management first reported a position in nCino in Q2 2025 and held it in 4 quarters.
  • Kinetic Partners Management's nCino position peaked at $24.3M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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