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249 hedge funds and large institutions have $3.56B invested in nCino in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $7.14M

135% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 52

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 228249 (+21)

2.94% more ownership

Funds ownership: 95.39%98.34% (+2.9%)

13% less capital invested

Capital invested by funds: $4.07B → $3.56B (-$511M)

Holders
249
Holders Change
+21
Holders Change %
+9.21%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
122
Reduced
52
Closed
31
Calls
$44.2M
Puts
$7.14M
Net Calls
+$37M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tensile Capital Management
California
$32.2M +$1.65M +52,690 +5%
BAMCO Inc
27
BAMCO Inc
New York
$31.4M +$2.34M +75,000 +8%
UI
28
Untitled Investments
New York
$30.2M +$2.11M +67,570 +8%
Norges Bank
29
Norges Bank
Norway
$30M +$8.36M +267,461 +39%
American Century Companies
30
American Century Companies
Missouri
$28.8M +$6.49M +207,692 +29%
KC
31
Keenan Capital
California
$24.7M -$724K -23,167 -3%
DG
32
Daventry Group
New York
$24.4M +$9.05M +289,518 +60%
FAM
33
Fred Alger Management
New York
$24.3M +$2.94M +94,111 +14%
Franklin Resources
34
Franklin Resources
California
$23.5M +$23.4M +748,593 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$22.2M +$316K +10,100 +1%
NSGL
36
No Street GP LP
California
$22M +$21.9M +700,000 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$21M -$7.58M -242,395 -27%
Wells Fargo
38
Wells Fargo
California
$18.3M +$2.01M +64,440 +12%
Bank of America
39
Bank of America
North Carolina
$17.6M +$5.32M +170,089 +44%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$17.4M +$16.5M +527,133 +2,031%
GIP
41
Granite Investment Partners
California
$15.8M -$1.99M -63,629 -11%
Northern Trust
42
Northern Trust
Illinois
$15.4M -$205K -6,565 -1%
SAM
43
Silvercrest Asset Management
New York
$14M -$248K -7,921 -2%
EAM
44
Eagle Asset Management
Florida
$13.5M +$317K +10,126 +2%
RJA
45
Raymond James & Associates
Florida
$12.7M +$711K +22,729 +6%
NPT
46
National Philanthropic Trust
Pennsylvania
$12.5M -$10.3K -330 -0.1%
Morgan Stanley
47
Morgan Stanley
New York
$12.2M -$6.78M -216,749 -36%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$11.8M +$909K +29,090 +8%
Charles Schwab
49
Charles Schwab
California
$11.6M +$252K +8,072 +2%
First Trust Advisors
50
First Trust Advisors
Illinois
$11.1M +$3.86M +123,551 +54%

NCNO Hedge Fund Activity: Q2 2024 in Review

249 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q2 2024, worth a combined $3.56B — down 13% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NCNO positions and 31 closed out — a net gain of 25 holders — while 122 added to existing stakes and 52 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $57.7M. The largest seller was Insight Holdings Group, cutting an estimated $441M.

  • 249 institutional investors held nCino (NCNO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $3.56B of nCino stock for Q2 2024, down 13% quarter-over-quarter.
  • 56 funds opened new nCino positions in Q2 2024 and 31 closed out, a net change of +25 holders.
  • The largest nCino buyer in Q2 2024 was T. Rowe Price Associates, an estimated $57.7M added.
  • The largest nCino seller in Q2 2024 was Insight Holdings Group, an estimated $441M sold.

Based on aggregated 13F filings for Q2 2024.