Senvest Management’s nCino NCNO Stock Holding History

Senvest 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	$120M	Buy	7,326,196 +2,017,728	+38%	+$33.1M	3.51%	10
2026 Q1	$79.5M	Buy	5,308,468 +1,230,192	+30%	+$23.1M	2.64%	13
2025 Q4	$105M	Buy	4,078,276 +1,658,868	+69%	+$42.1M	3.24%	9
2025 Q3	$65.6M	Buy	2,419,408 +2,354,408	+3,622%	+$68.8M	2.1%	17
2025 Q2	$1.82M	Buy	+65,000	New	+$1.62M	0.06%	47

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Senvest Management's NCNO Position: Q2 2026 in Review

Senvest Management increased its nCino (NCNO) stake by 38% in Q2 2026, buying an estimated $33.1M and bringing the position to 7,326,196 shares worth $120M. The position accounts for 3.51% of the portfolio, ranked #10.

Senvest Management first reported a position in NCNO in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Senvest Management held 7,326,196 shares of nCino worth $120M as of Q2 2026.
Senvest Management bought 2,017,728 nCino shares in Q2 2026, an estimated $33.1M.
nCino made up 3.51% of Senvest Management's portfolio in Q2 2026, its #10 holding.
Senvest Management first reported a position in nCino in Q2 2025 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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