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nCino
NCNO

Overview Fund Activity

226 hedge funds and large institutions have $4.05B invested in nCino in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+18
Holders Change %
+8.65%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
51
Increased
87
Reduced
63
Closed
31
Calls
$56.3M
Puts
$5.03M
Net Calls
+$51.3M
Net Calls Change
+$8.79M

Top Buyers

1
SEP
Soma Equity Partners
California
+$95.9M
2
Capital International Investors
Capital International Investors
California
+$60.7M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$41.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$34.1M
5
DG
Daventry Group
New York
+$18.1M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$107M
2
HCM
HMI Capital Management
California
-$54.3M
3
JCAM
Jericho Capital Asset Management
New York
-$37M
4
BCM
Brown Capital Management
Maryland
-$36.3M
5
WP
Woodline Partners
California
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Ararat Capital Management
Connecticut
$2.87M +$2.87M +76,820 New
GAM
77
Gotham Asset Management
New York
$2.73M +$1.78M +47,598 +187%
AAM
78
Azzad Asset Management
Virginia
$2.72M -$87.7K -2,347 -3%
FW
79
FirstPurpose Wealth
Utah
$2.7M +$133K +3,972 +5%
WHP
80
Washington Harbour Partners
Virginia
$2.56M +$374K +10,000 +17%
UBS AM
81
UBS AM
Illinois
$2.39M -$65.8K -1,759 -3%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$2.36M +$756K +20,235 +47%
ACM
83
Advisors Capital Management
New Jersey
$2.32M +$247K +6,611 +12%
JF
84
Jump Financial
Illinois
$2.31M +$2.31M +61,674 New
BAM
85
Bullseye Asset Management
Colorado
$2.16M – – –
Goldman Sachs
86
Goldman Sachs
New York
$2.12M -$1.13M -30,135 -35%
SFA
87
Sequoia Financial Advisors
Ohio
$2.11M – – –
CS
88
Credit Suisse
Switzerland
$2.04M +$43.5K +1,164 +2%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$1.98M -$145K -3,870 -7%
Legal & General Group
90
Legal & General Group
United Kingdom
$1.88M +$74.1K +1,981 +4%
MC
91
Metavasi Capital
New York
$1.87M +$1.87M +50,000 New
JFG
92
Jefferies Financial Group
New York
$1.79M +$590K +15,787 +49%
AI
93
Atria Investments
North Carolina
$1.78M -$40.7K -1,089 -2%
SIA
94
Sit Investment Associates
Minnesota
$1.61M +$49.9K +1,335 +3%
BCI
95
Brinker Capital Investments
Pennsylvania
$1.57M +$283K +7,576 +22%
OPS
96
Orion Portfolio Solutions
Nebraska
$1.57M +$283K +7,576 +22%
4WM
97
49 Wealth Management
Texas
$1.55M – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.53M +$555K +14,855 +57%
GS
99
GTS Securities
New York
$1.49M +$1.49M +39,729 New
S
100
SignatureFD
Georgia
$1.48M -$374 -10 -0%
2 3
4
5 6