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Spyglass Capital Management’s nCino NCNO Stock Holding History

Spyglass 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 		$46.2M Buy
3,085,237
+175,357
+6% +$3.29M 3.27% 18
2025
Q4 		$74.6M Buy
2,909,880
+760,790
+35% +$19.3M 3.73% 17
2025
Q3 		$58.3M Buy
2,149,090
+569,166
+36% +$16.6M 3.11% 19
2025
Q2 		$44.2M Buy
+1,579,924
New +$39.5M 2.61% 23

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 $235M AUM 22.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Spyglass Capital Management's NCNO Position: Q1 2026 in Review

Spyglass Capital Management increased its nCino (NCNO) stake by 6% in Q1 2026, buying an estimated $3.29M and bringing the position to 3,085,237 shares worth $46.2M. The position accounts for 3.27% of the portfolio, ranked #18.

Spyglass Capital Management first reported a position in NCNO in Q2 2025 and has held it in 4 quarters since. The position peaked at $74.6M in Q4 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Spyglass Capital Management held 3,085,237 shares of nCino worth $46.2M as of Q1 2026.
  • Spyglass Capital Management bought 175,357 nCino shares in Q1 2026, an estimated $3.29M.
  • nCino made up 3.27% of Spyglass Capital Management's portfolio in Q1 2026, its #18 holding.
  • Spyglass Capital Management first reported a position in nCino in Q2 2025 and has held it in 4 quarters since.
  • Spyglass Capital Management's nCino position peaked at $74.6M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

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