nCino
NCNO
188 hedge funds and large institutions have $3.06B invested in nCino in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 45 closing their positions.
288% more call options, than puts
Call options by funds: $27.6M | Put options by funds: $7.12M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
39% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 54
6% less funds holding
Funds holding: 199 → 188 (-11)
13.78% less ownership
Funds ownership: 103.49% → 89.7% (-14%)
18% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 45
25% less capital invested
Capital invested by funds: $4.1B → $3.06B (-$1.04B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$96.1M |
| 2 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$33.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$25.9M |
| 4 |
JP Morgan Chase
New York
|
+$22.3M |
| 5 |
PEP
Providence Equity Partners
Providence,
Rhode Island
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHG
Insight Holdings Group
New York
|
-$279M |
| 2 |
BlackRock
New York
|
-$25.1M |
| 3 |
Barclays
London,
United Kingdom
|
-$21.9M |
| 4 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$17.1M |
| 5 |
Millennium Management
New York
|
-$6.82M |
NCNO Hedge Fund Activity: Q2 2022 in Review
188 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q2 2022, worth a combined $3.06B — down 25% from $4.1B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of NCNO and 37 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 75 added.
The largest buyer was Dragoneer Investment Group, adding an estimated $96.1M. The largest seller was Insight Holdings Group, cutting an estimated $279M.
- 188 institutional investors held nCino (NCNO) as of Q2 2022, down from 199 in Q1 2022.
- Funds reported $3.06B of nCino stock for Q2 2022, down 25% quarter-over-quarter.
- 37 funds opened new nCino positions in Q2 2022 and 45 closed out, a net change of -8 holders.
- The largest nCino buyer in Q2 2022 was Dragoneer Investment Group, an estimated $96.1M added.
- The largest nCino seller in Q2 2022 was Insight Holdings Group, an estimated $279M sold.
Based on aggregated 13F filings for Q2 2022.