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273 hedge funds and large institutions have $3.69B invested in nCino in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 74 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $5.56M

72% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 36

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

45% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 74

10% more funds holding

Funds holding: 249273 (+24)

2.4% more ownership

Funds ownership: 98.34%100.73% (+2.4%)

4% more capital invested

Capital invested by funds: $3.56B → $3.69B (+$131M)

Holders
273
Holders Change
+24
Holders Change %
+9.64%
% of All Funds
3.92%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
62
Increased
107
Reduced
74
Closed
36
Calls
$41.1M
Puts
$5.56M
Net Calls
+$35.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$405K -$38.4K -1,212 -9%
OAM
177
Oppenheimer Asset Management
New York
$401K +$760 +24 +0.2%
N
178
Natixis
France
$400K -$193K -6,107 -33%
CCIA
179
Campbell & Co Investment Adviser
Maryland
$399K -$132K -4,180 -25%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$398K +$129K +4,063 +48%
BWP
181
Baldwin Wealth Partners
Massachusetts
$394K +$395K +12,467 New
Citigroup
182
Citigroup
New York
$381K -$274K -8,644 -42%
Victory Capital Management
183
Victory Capital Management
Texas
$372K +$48.6K +1,536 +15%
DIM
184
DC Investments Management
Virginia
$364K
SOW
185
State of Wyoming
Wyoming
$361K +$5.63K +178 +2%
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$351K +$90.5K +2,859 +35%
Bessemer Group
187
Bessemer Group
New Jersey
$347K
FBT
188
First Bank & Trust
South Dakota
$311K -$11.3K -357 -4%
IFWM
189
Institute for Wealth Management
Colorado
$303K +$304K +9,604 New
Corient Private Wealth
190
Corient Private Wealth
Florida
$301K +$302K +9,537 New
CC
191
Centiva Capital
New York
$290K +$291K +9,181 New
WAG
192
Wallace Advisory Group
California
$288K
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$278K +$278K +8,793 New
LA
194
Legacy Advisors
Pennsylvania
$266K +$267K +8,424 New
X
195
Xponance
Pennsylvania
$255K +$2.22K +70 +0.9%
SA
196
Sanctuary Advisors
Indiana
$248K +$190K +5,994 New
BWG
197
Berry Wealth Group
Texas
$247K +$247K +7,807 New
MCP
198
Mirador Capital Partners
California
$246K
GCM
199
Graham Capital Management
Connecticut
$242K -$334K -10,558 -58%
CIC
200
Cornercap Investment Counsel
Georgia
$238K -$252K -7,946 -51%

NCNO Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2024, worth a combined $3.69B — up 3.7% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new NCNO positions and 36 closed out — a net gain of 26 holders — while 107 added to existing stakes and 74 trimmed.

The largest buyer was ShawSpring Partners, adding an estimated $45.1M. The largest seller was Insight Holdings Group, cutting an estimated $285M.

  • 273 institutional investors held nCino (NCNO) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $3.69B of nCino stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 62 funds opened new nCino positions in Q3 2024 and 36 closed out, a net change of +26 holders.
  • The largest nCino buyer in Q3 2024 was ShawSpring Partners, an estimated $45.1M added.
  • The largest nCino seller in Q3 2024 was Insight Holdings Group, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.