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Long Path Partners’s nCino NCNO Stock Holding History

Long Path Partners’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 		$59.5M Sell
3,639,442
-780,503
-18% -$12.8M 25.36% 1
2026
Q1 		$66.2M Buy
4,419,945
+753,723
+21% +$14.2M 30.08% 1
2025
Q4 		$94M Buy
3,666,222
+300,221
+9% +$7.62M 32.15% 1
2025
Q3 		$91.3M Sell
3,366,001
-1,421,868
-30% -$41.5M 32.99% 1
2025
Q2 		$134M Buy
4,787,869
+1,815,868
+61% +$45.4M 45.46% 1
2025
Q1 		$81.6M Sell
2,972,001
-297,191
-9% -$9.4M 31.56% 1
2024
Q4 		$110M Sell
3,269,192
-452,214
-12% -$16.8M 35.58% 1
2024
Q3 		$118M Buy
3,721,406
+1,131,271
+44% +$35.8M 38.14% 1
2024
Q2 		$81.5M Buy
2,590,135
+1,558,529
+151% +$48.7M 32.29% 1
2024
Q1 		$38.6M Buy
1,031,606
+459,485
+80% +$14.5M 20.29% 2
2023
Q4 		$19.2M Buy
572,121
+309,666
+118% +$9.22M 9.06% 6
2023
Q3 		$8.35M Sell
262,455
-122,249
-32% -$3.77M 4.18% 7
2023
Q2 		$11.6M Sell
384,704
-9,141
-2% -$233K 5.1% 7
2023
Q1 		$9.76M Buy
393,845
+324,725
+470% +$8.56M 4.21% 8
2022
Q4 		$1.83M Buy
+69,120
New +$1.95M 0.79% 12

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

Long Path Partners's NCNO Position: Q2 2026 in Review

Long Path Partners reduced its nCino (NCNO) stake by 18% in Q2 2026, selling an estimated $12.8M and leaving 3,639,442 shares worth $59.5M. The position accounts for 25.36% of the portfolio, ranked #1.

Long Path Partners first reported a position in NCNO in Q4 2022 and has held it in 15 quarters since. The position peaked at $134M in Q2 2025. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Long Path Partners held 3,639,442 shares of nCino worth $59.5M as of Q2 2026.
  • Long Path Partners sold 780,503 nCino shares in Q2 2026, an estimated $12.8M.
  • nCino made up 25.36% of Long Path Partners's portfolio in Q2 2026, its #1 holding.
  • Long Path Partners first reported a position in nCino in Q4 2022 and has held it in 15 quarters since.
  • Long Path Partners's nCino position peaked at $134M in Q2 2025.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Long Path Partners's 13F filing for Q2 2026, filed 31 Jul 2026.