TwinBeech Capital’s nCino NCNO Stock Holding History

TwinBeech Capital’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	$166K	Buy	+11,058	New	+$208K	0.02%	524
2025 Q4	–	Sell	-19,460	Closed	-$528K	–	764
2025 Q3	$528K	Buy	+19,460	New	+$569K	0.02%	391
2025 Q1	–	Sell	-21,332	Closed	-$716K	–	875
2024 Q4	$716K	Buy	+21,332	New	+$794K	0.01%	410
2024 Q3	–	Sell	-30,177	Closed	-$949K	–	816
2024 Q2	$949K	Buy	+30,177	New	+$943K	0.02%	408
2022 Q3	–	Sell	-86,959	Closed	-$2.69M	–	745
2022 Q2	$2.69M	Buy	86,959 +34,156	+65%	+$1.21M	0.12%	182
2022 Q1	$2.16M	Buy	+52,803	New	+$2.42M	0.1%	229
2021 Q2	–	Sell	-15,194	Closed	-$1.01M	–	583
2021 Q1	$1.01M	Buy	+15,194	New	+$1.08M	0.15%	192

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 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

TwinBeech Capital's NCNO Position: Q1 2026 in Review

TwinBeech Capital opened a new position in nCino (NCNO) in Q1 2026: 11,058 shares worth $166K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in NCNO as recently as Q3 2025.

TwinBeech Capital first reported a position in NCNO in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.69M in Q2 2022. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

TwinBeech Capital held 11,058 shares of nCino worth $166K as of Q1 2026.
nCino was a new TwinBeech Capital position in Q1 2026.
nCino made up 0.02% of TwinBeech Capital's portfolio in Q1 2026, its #524 holding.
TwinBeech Capital first reported a position in nCino in Q1 2021 and has held it in 7 quarters since.
TwinBeech Capital's nCino position peaked at $2.69M in Q2 2022.
283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

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