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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 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+2
Holders Change %
+0.73%
% 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
61
Calls
$9.66M
Puts
$3.64M
Net Calls
+$6.02M
Net Calls Change
-$6.13M

Top Buyers

1
LPP
Long Path Partners
Connecticut
$134M
2
SCM
Spyglass Capital Management
California
$44.2M
3
UBS Group
UBS Group
Switzerland
$61.6M
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
$0
2
Invesco
Invesco
Georgia
$3.83M
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$22.1M
5
KC
Keenan Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
151
Kornitzer Capital Management
Kansas
$748K – – –
JG
152
Jain Global
New York
$745K +$745K +26,637 New
AI
153
Atria Investments
North Carolina
$725K +$158K +5,642 +28%
Manulife (Manufacturers Life Insurance)
154
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$705K -$117K -4,174 -14%
LCM
155
Landscape Capital Management
New Jersey
$691K +$201K +7,204 +41%
TC
156
TownSquare Capital
Utah
$666K -$6.33M -226,309 -90%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$635K -$8.39K -300 -1%
CFO
158
Callan Family Office
Pennsylvania
$632K +$632K +22,595 New
P
159
&Partners
Tennessee
$631K +$180K +6,436 +40%
KK
160
KLP Kapitalforvaltning
Norway
$613K +$106K +3,800 +21%
Creative Planning
161
Creative Planning
Kansas
$568K +$568K +20,295 New
HighTower Advisors
162
HighTower Advisors
Illinois
$515K +$33.5K +1,198 +7%
SC
163
Sepio Capital
Utah
$507K -$907K -32,425 -64%
CC
164
Clearline Capital
New York
$503K – – –
PWS
165
Precision Wealth Strategies
Missouri
$489K +$47.5K +1,699 +11%
AWAU
166
Alliance Wealth Advisors (Utah)
Utah
$482K +$76.3K +2,727 +19%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$468K -$262K -9,366 -36%
WorldQuant Millennium Advisors
168
WorldQuant Millennium Advisors
New York
$443K +$443K +15,839 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$443K +$42K +1,501 +10%
IFA
170
Index Fund Advisors
California
$436K +$436K +15,590 New
KPP
171
Kings Path Partners
Texas
$431K +$168K +5,990 +64%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$423K +$423K +15,108 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$414K -$2.24K -80 -0.5%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$409K -$51.9K -1,854 -11%
DIM
175
DC Investments Management
Virginia
$407K – – –
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7
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