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228 hedge funds and large institutions have $4.07B invested in nCino in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 88 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,021% more call options, than puts

Call options by funds: $56.3M | Put options by funds: $5.03M

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 63

12% more capital invested

Capital invested by funds: $3.63B → $4.07B (+$437M)

9% more funds holding

Funds holding: 209228 (+19)

0.05% less ownership

Funds ownership: 95.44%95.39% (-0.05%)

Holders
228
Holders Change
+19
Holders Change %
+9.09%
% 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
52
Increased
88
Reduced
63
Closed
31
Calls
$56.3M
Puts
$5.03M
Net Calls
+$51.3M
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
76
Man Group
United Kingdom
$2.87M -$599K -19,029 -20%
ACM
77
Ararat Capital Management
Connecticut
$2.87M +$2.42M +76,820 New
GAM
78
Gotham Asset Management
New York
$2.73M +$1.5M +47,598 +187%
AAM
79
Azzad Asset Management
Virginia
$2.72M -$73.9K -2,347 -3%
FW
80
FirstPurpose Wealth
Utah
$2.7M +$125K +3,972 +5%
WHP
81
Washington Harbour Partners
Virginia
$2.56M +$315K +10,000 +17%
UBS AM
82
UBS AM
Illinois
$2.39M -$55.4K -1,759 -3%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$2.36M +$637K +20,235 +47%
ACM
84
Advisors Capital Management
New Jersey
$2.32M +$208K +6,611 +12%
JF
85
Jump Financial
Illinois
$2.31M +$1.94M +61,674 New
BAM
86
Bullseye Asset Management
Colorado
$2.16M
Goldman Sachs
87
Goldman Sachs
New York
$2.12M -$949K -30,135 -35%
SFA
88
Sequoia Financial Advisors
Ohio
$2.11M
CS
89
Credit Suisse
Switzerland
$2.04M +$36.7K +1,164 +2%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$1.98M -$122K -3,870 -7%
Legal & General Group
91
Legal & General Group
United Kingdom
$1.88M +$62.4K +1,981 +4%
MC
92
Metavasi Capital
New York
$1.87M +$1.57M +50,000 New
JFG
93
Jefferies Financial Group
New York
$1.79M +$497K +15,787 +49%
AI
94
Atria Investments
North Carolina
$1.78M -$34.3K -1,089 -2%
SIA
95
Sit Investment Associates
Minnesota
$1.61M +$42K +1,335 +3%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.57M +$239K +7,576 +22%
OPS
97
Orion Portfolio Solutions
Nebraska
$1.57M +$239K +7,576 +22%
4WM
98
49 Wealth Management
Texas
$1.55M
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$1.53M +$468K +14,855 +57%
GS
100
GTS Securities
New York
$1.49M +$1.25M +39,729 New

NCNO Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q1 2024, worth a combined $4.07B — up 12% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NCNO positions and 31 closed out — a net gain of 21 holders — while 88 added to existing stakes and 63 trimmed.

The largest buyer was Soma Equity Partners, opening a new position worth an estimated $80.8M. The largest seller was Dragoneer Investment Group, cutting an estimated $89.9M.

  • 228 institutional investors held nCino (NCNO) as of Q1 2024, up from 209 in Q4 2023.
  • Funds reported $4.07B of nCino stock for Q1 2024, up 12% quarter-over-quarter.
  • 52 funds opened new nCino positions in Q1 2024 and 31 closed out, a net change of +21 holders.
  • The largest nCino buyer in Q1 2024 was Soma Equity Partners, an estimated $80.8M added.
  • The largest nCino seller in Q1 2024 was Dragoneer Investment Group, an estimated $89.9M sold.

Based on aggregated 13F filings for Q1 2024.