293 hedge funds and large institutions have $3.2B invested in nCino in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 102 increasing their positions, 107 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2.67% less ownership

Funds ownership: 111.57%108.9% (-2.7%)

9% less capital invested

Capital invested by funds: $3.5B → $3.2B (-$301M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
293
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$1.76M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
151
Arizona State Retirement System
Arizona
$748K
OC
152
Opal Capital
Florida
$732K
BFG
153
Bleakley Financial Group
New Jersey
$730K
US Bancorp
154
US Bancorp
Minnesota
$724K
BCI
155
Brinker Capital Investments
Pennsylvania
$703K
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$701K
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$673K
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$665K
Holocene Advisors
159
Holocene Advisors
New York
$655K
KCM
160
Kornitzer Capital Management
Kansas
$637K
CFO
161
Callan Family Office
Pennsylvania
$618K
DTL
162
Dynamic Technology Lab
Singapore
$617K
Truist Financial
163
Truist Financial
North Carolina
$582K
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$582K
KK
165
KLP Kapitalforvaltning
Norway
$572K
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$567K
GWM
167
Gibbs Wealth Management
Georgia
$556K
CP
168
CenterBook Partners
Connecticut
$549K
Creative Planning
169
Creative Planning
Kansas
$540K
CC
170
Chicago Capital
Illinois
$534K
TMC
171
Themes Management Co
Connecticut
$526K
PWG
172
Portside Wealth Group
Utah
$523K
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$520K
SCP
174
Sender Company & Partners
New York
$518K
Neuberger Berman Group
175
Neuberger Berman Group
New York
$510K