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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
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

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

Tensile Capital Management reduced its nCino (NCNO) stake by 7.4% in Q1 2026, selling an estimated $1.5M and leaving 1,005,142 shares worth $15.1M. The position accounts for 2.16% of the portfolio, ranked #19.

Tensile Capital Management first reported a position in NCNO in Q2 2023 and has held it in 12 quarters since. The position peaked at $48M in Q4 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Tensile Capital Management held 1,005,142 shares of nCino worth $15.1M as of Q1 2026.
  • Tensile Capital Management sold 80,000 nCino shares in Q1 2026, an estimated $1.5M.
  • nCino made up 2.16% of Tensile Capital Management's portfolio in Q1 2026, its #19 holding.
  • Tensile Capital Management first reported a position in nCino in Q2 2023 and has held it in 12 quarters since.
  • Tensile Capital Management's nCino position peaked at $48M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

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