LECM
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Lead Edge Capital Management’s nCino NCNO Stock Holding History

Lead Edge 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
Q1 		$25.3M Hold
1,687,480
– – 6.2% 9
2025
Q4 		$43.3M Buy
1,687,480
+83,351
+5% +$2.12M 11.1% 6
2025
Q3 		$43.5M Hold
1,604,129
– – 11.49% 4
2025
Q2 		$44.9M Hold
1,604,129
– – 12.42% 4
2025
Q1 		$44.1M Buy
1,604,129
+772,457
+93% +$24.4M 13.38% 3
2024
Q4 		$27.9M Buy
831,672
+164,672
+25% +$6.13M 9.45% 5
2024
Q3 		$21.1M Buy
+667,000
New +$21.1M 6.1% 7

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

Lead Edge Capital Management's NCNO Position: Q1 2026 in Review

Lead Edge Capital Management held its nCino (NCNO) position steady in Q1 2026 at 1,687,480 shares worth $25.3M. The position accounts for 6.2% of the portfolio, ranked #9.

Lead Edge Capital Management first reported a position in NCNO in Q3 2024 and has held it in 7 quarters since. The position peaked at $44.9M in Q2 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Lead Edge Capital Management held 1,687,480 shares of nCino worth $25.3M as of Q1 2026.
  • Lead Edge Capital Management left its nCino share count unchanged in Q1 2026.
  • nCino made up 6.2% of Lead Edge Capital Management's portfolio in Q1 2026, its #9 holding.
  • Lead Edge Capital Management first reported a position in nCino in Q3 2024 and has held it in 7 quarters since.
  • Lead Edge Capital Management's nCino position peaked at $44.9M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Lead Edge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.