LECM
NCNO icon

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
Q2 		$59.9M Buy
3,662,570
+1,975,090
+117% +$32.4M 10.88% 6
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

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

Lead Edge Capital Management's NCNO Position: Q2 2026 in Review

Lead Edge Capital Management increased its nCino (NCNO) stake by 117% in Q2 2026, buying an estimated $32.4M and bringing the position to 3,662,570 shares worth $59.9M. The position accounts for 10.88% of the portfolio, ranked #6.

Lead Edge Capital Management first reported a position in NCNO in Q3 2024 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Lead Edge Capital Management held 3,662,570 shares of nCino worth $59.9M as of Q2 2026.
  • Lead Edge Capital Management bought 1,975,090 nCino shares in Q2 2026, an estimated $32.4M.
  • nCino made up 10.88% of Lead Edge Capital Management's portfolio in Q2 2026, its #6 holding.
  • Lead Edge Capital Management first reported a position in nCino in Q3 2024 and has held it in 8 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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