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Tensile Capital Management’s nCino NCNO Stock Holding History

Tensile 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 		$17.3M Buy
1,056,592
+51,450
+5% +$845K 2.39% 17
2026
Q1 		$15.1M Sell
1,005,142
-80,000
-7% -$1.5M 2.16% 19
2025
Q4 		$27.8M Buy
1,085,142
+183,603
+20% +$4.66M 3.6% 12
2025
Q3 		$24.4M Sell
901,539
-449,165
-33% -$13.1M 3.05% 11
2025
Q2 		$37.8M Sell
1,350,704
-278,030
-17% -$6.95M 4.56% 9
2025
Q1 		$44.7M Buy
1,628,734
+200,000
+14% +$6.33M 5.71% 8
2024
Q4 		$48M Buy
1,428,734
+160,000
+13% +$5.96M 4.98% 8
2024
Q3 		$40.1M Buy
1,268,734
+180,000
+17% +$5.7M 4.33% 10
2024
Q2 		$32.2M Buy
1,088,734
+52,690
+5% +$1.65M 3.56% 13
2024
Q1 		$38.7M Buy
1,036,044
+136,346
+15% +$4.29M 4.24% 11
2023
Q4 		$30.3M Buy
899,698
+221,580
+33% +$6.59M 3.54% 12
2023
Q3 		$21.6M Buy
678,118
+438,356
+183% +$13.5M 2.71% 15
2023
Q2 		$7.22M Buy
+239,762
New +$6.1M 0.93% 18

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

Tensile Capital Management's NCNO Position: Q2 2026 in Review

Tensile Capital Management increased its nCino (NCNO) stake by 5.1% in Q2 2026, buying an estimated $845K and bringing the position to 1,056,592 shares worth $17.3M. The position accounts for 2.39% of the portfolio, ranked #17.

Tensile Capital Management first reported a position in NCNO in Q2 2023 and has held it in 13 quarters since. The position peaked at $48M in Q4 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Tensile Capital Management held 1,056,592 shares of nCino worth $17.3M as of Q2 2026.
  • Tensile Capital Management bought 51,450 nCino shares in Q2 2026, an estimated $845K.
  • nCino made up 2.39% of Tensile Capital Management's portfolio in Q2 2026, its #17 holding.
  • Tensile Capital Management first reported a position in nCino in Q2 2023 and has held it in 13 quarters since.
  • Tensile Capital Management's nCino position peaked at $48M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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