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Tremblant Capital Group’s nCino NCNO Stock Holding History

Tremblant Capital Group’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 		$27.6M Sell
1,845,049
-1,688,657
-48% -$31.7M 0.89% 42
2025
Q4 		$90.6M Buy
3,533,706
+2,872,429
+434% +$72.9M 2.31% 15
2025
Q3 		$17.9M Buy
661,277
+189,815
+40% +$5.55M 1.85% 25
2025
Q2 		$13.2M Buy
471,462
+60,533
+15% +$1.51M 1.27% 30
2025
Q1 		$11.3M Buy
410,929
+26,690
+7% +$844K 1.27% 30
2024
Q4 		$12.9M Buy
384,239
+17,029
+5% +$634K 1.34% 29
2024
Q3 		$11.6M Buy
+367,210
New +$11.6M 1.28% 25

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 $220M AUM 25.96% 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 $1.41B AUM 7.96% 1-Year Est. Return

Tremblant Capital Group's NCNO Position: Q1 2026 in Review

Tremblant Capital Group reduced its nCino (NCNO) stake by 48% in Q1 2026, selling an estimated $31.7M and leaving 1,845,049 shares worth $27.6M. The position accounts for 0.89% of the portfolio, ranked #42.

Tremblant Capital Group first reported a position in NCNO in Q3 2024 and has held it in 7 quarters since. The position peaked at $90.6M in Q4 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Tremblant Capital Group held 1,845,049 shares of nCino worth $27.6M as of Q1 2026.
  • Tremblant Capital Group sold 1,688,657 nCino shares in Q1 2026, an estimated $31.7M.
  • nCino made up 0.89% of Tremblant Capital Group's portfolio in Q1 2026, its #42 holding.
  • Tremblant Capital Group first reported a position in nCino in Q3 2024 and has held it in 7 quarters since.
  • Tremblant Capital Group's nCino position peaked at $90.6M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

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