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nCino
NCNO

Overview Fund Activity

276 hedge funds and large institutions have $3.78B invested in nCino in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 120 increasing their positions, 75 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
3.7%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
66
Increased
120
Reduced
75
Closed
60
Calls
$9.66M
Puts
$3.64M
Net Calls
+$6.02M
Net Calls Change
-$6.13M

Top Buyers

1
LPP
Long Path Partners
Connecticut
+$50.8M
2
SCM
Spyglass Capital Management
California
+$44.2M
3
UBS Group
UBS Group
Switzerland
+$42.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.6M
5
SRFM
Shannon River Fund Management
New York
+$34.7M

Top Sellers

1
SEP
Soma Equity Partners
California
-$80.5M
2
Invesco
Invesco
Georgia
-$71.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$52.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$43.2M
5
KC
Keenan Capital
California
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
301
Commerce Bank
Missouri
– -$500K -18,202 Closed
BFA
302
Bragg Financial Advisors
North Carolina
– -$488K -17,769 Closed
NEI
303
Northwest & Ethical Investments
Ontario, Canada
– -$454K -16,542 Closed
FRM
304
Fox Run Management
Connecticut
– -$409K -14,884 Closed
WP
305
Woodline Partners
California
– -$363K -13,227 Closed
SFA
306
Sequoia Financial Advisors
Ohio
– -$343K -12,469 Closed
DTL
307
Dynamic Technology Lab
Singapore
– -$325K -11,815 Closed
X
308
Xponance
Pennsylvania
– -$246K -8,954 Closed
MWM
309
Mindset Wealth Management
Indiana
– -$243K -8,832 Closed
BC
310
Bridgefront Capital
Texas
– -$237K -8,625 Closed
SG Americas Securities
311
SG Americas Securities
New York
– -$168K -6,131 Closed
Amundi
312
Amundi
France
– -$121K -5,564 Closed
QT
313
Quantbot Technologies
New York
– -$102K -3,700 Closed
CL
314
CSS LLC
Illinois
– -$68.1K -2,480 Closed
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$51.4K -1,871 Closed
CF
316
Corebridge Financial
Texas
– -$31.1K -1,131 Closed
CCM
317
Coldstream Capital Management
Washington
– -$23.1K -840 Closed
SW
318
SVB Wealth
Massachusetts
– -$17.6K -639 Closed
CA
319
Clearstead Advisors
Ohio
– -$8.27K -301 Closed
SSG
320
Summit Securities Group
New York
– -$6.68K -243 Closed
MEG
321
Millstone Evans Group
Colorado
– -$4.62K -168 Closed
QC
322
Quent Capital
New York
– -$3.76K -137 Closed
PWMG
323
Private Wealth Management Group
New Jersey
– -$3.02K -110 Closed
LFG
324
Larson Financial Group
Missouri
– -$1.73K -63 Closed
HWP
325
Highline Wealth Partners
California
– -$1.59K -58 Closed
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