We are live on ! Find out more

249 hedge funds and large institutions have $3.56B invested in nCino in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 52 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $44.2M | Put options by funds: $7.14M

135% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 52

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 228249 (+21)

2.94% more ownership

Funds ownership: 95.39%98.34% (+2.9%)

13% less capital invested

Capital invested by funds: $4.07B → $3.56B (-$511M)

Holders
249
Holders Change
+21
Holders Change %
+9.21%
% of All Funds
3.6%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
56
Increased
122
Reduced
52
Closed
31
Calls
$44.2M
Puts
$7.14M
Net Calls
+$37M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
151
Premier Fund Managers
United Kingdom
$502K +$163K +5,213 +48%
Lazard Asset Management
152
Lazard Asset Management
New York
$495K +$351K +11,228 +249%
CIC
153
Cornercap Investment Counsel
Georgia
$487K
AWAU
154
Alliance Wealth Advisors (Utah)
Utah
$487K +$68K +2,176 +16%
HighTower Advisors
155
HighTower Advisors
Illinois
$475K +$82.8K +2,650 +21%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$459K +$15.9K +508 +4%
RJFSA
157
Raymond James Financial Services Advisors
Florida
$454K +$35.2K +1,126 +8%
Russell Investments Group
158
Russell Investments Group
United Kingdom
$451K +$4.38K +140 +1%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$441K -$26.1K -835 -6%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$437K +$102K +3,257 +31%
MIIM
161
Mesirow Institutional Investment Management
Illinois
$422K +$31K +993 +8%
MCC
162
Malaga Cove Capital
California
$416K +$169K +5,415 +69%
PWS
163
Precision Wealth Strategies
Missouri
$408K +$33.8K +1,081 +9%
OAM
164
Oppenheimer Asset Management
New York
$399K +$81K +2,590 +26%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$368K
DIM
166
DC Investments Management
Virginia
$363K
SOW
167
State of Wyoming
Wyoming
$354K +$141K +4,508 +67%
EGM
168
Engineers Gate Manager
New York
$349K +$347K +11,105 New
Bessemer Group
169
Bessemer Group
New Jersey
$346K +$343K +10,986 New
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$323K +$321K +10,279 New
Victory Capital Management
171
Victory Capital Management
Texas
$322K +$55.4K +1,772 +21%
FBT
172
First Bank & Trust
South Dakota
$320K +$17.1K +546 +6%
QCM
173
Quantinno Capital Management
New York
$316K +$73.3K +2,346 +30%
SC
174
Sepio Capital
Utah
$289K
WAG
175
Wallace Advisory Group
California
$288K +$40.7K +1,301 +17%

NCNO Hedge Fund Activity: Q2 2024 in Review

249 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q2 2024, worth a combined $3.56B — down 13% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NCNO positions and 31 closed out — a net gain of 25 holders — while 122 added to existing stakes and 52 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $57.7M. The largest seller was Insight Holdings Group, cutting an estimated $441M.

  • 249 institutional investors held nCino (NCNO) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $3.56B of nCino stock for Q2 2024, down 13% quarter-over-quarter.
  • 56 funds opened new nCino positions in Q2 2024 and 31 closed out, a net change of +25 holders.
  • The largest nCino buyer in Q2 2024 was T. Rowe Price Associates, an estimated $57.7M added.
  • The largest nCino seller in Q2 2024 was Insight Holdings Group, an estimated $441M sold.

Based on aggregated 13F filings for Q2 2024.