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Light Street Capital Management’s nCino NCNO Stock Holding History

Light Street 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
2025
Q3 		– Sell
-150,820
Closed -$4.22M – 33
2025
Q2 		$4.22M Sell
150,820
-216,717
-59% -$5.41M 0.86% 20
2025
Q1 		$10.1M Buy
+367,537
New +$11.6M 2.82% 14
2024
Q4 		– Sell
-249,968
Closed -$7.9M – 33
2024
Q3 		$7.9M Buy
249,968
+22,772
+10% +$721K 1.87% 17
2024
Q2 		$7.15M Buy
+227,196
New +$7.1M 1.64% 19

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Light Street Capital Management's NCNO Position: Q3 2025 in Review

Light Street Capital Management sold out of nCino (NCNO) in Q3 2025, closing a stake of 150,820 shares — an estimated $4.22M sold.

Light Street Capital Management first reported a position in NCNO in Q2 2024 and held it in 4 quarters. The position peaked at $10.1M in Q1 2025. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Light Street Capital Management reported no remaining nCino position as of Q3 2025 after selling out during the quarter.
  • Light Street Capital Management sold 150,820 nCino shares in Q3 2025, an estimated $4.22M.
  • Light Street Capital Management first reported a position in nCino in Q2 2024 and held it in 4 quarters.
  • Light Street Capital Management's nCino position peaked at $10.1M in Q1 2025.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Light Street Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.