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195 hedge funds and large institutions have $2.64B invested in nCino in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $4.39M

47% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 53

2.28% more ownership

Funds ownership: 93.11%95.39% (+2.3%)

3% less capital invested

Capital invested by funds: $2.73B → $2.64B (-$89.9M)

5% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 39

1% less funds holding

Funds holding: 197195 (-2)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
195
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
3.11%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
37
Increased
78
Reduced
53
Closed
39
Calls
$10.4M
Puts
$4.39M
Net Calls
+$6.02M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$969M
HCM
2
HMI Capital Management
California
$202M +$17.5M +663,970 +9%
DIG
3
Dragoneer Investment Group
California
$202M +$20.7M +786,341 +11%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$181M +$47.7M +1,808,829 +33%
Vanguard Group
5
Vanguard Group
Pennsylvania
$161M -$9.69M -367,287 -5%
BCM
6
Brown Capital Management
Maryland
$104M +$7.65M +290,237 +7%
BlackRock
7
BlackRock
New York
$80.5M +$565K +21,406 +0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$54.8M +$416K +15,779 +0.7%
KC
9
Keenan Capital
California
$49.3M +$19.3M +730,000 +58%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$42.5M -$13.7M -520,816 -23%
WA
11
Wasatch Advisors
Utah
$42.3M +$3.6M +136,659 +9%
MG
12
Meritage Group
California
$42.2M +$44.9M +1,702,001 New
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$39.2M +$7.54M +285,995 +22%
State Street
14
State Street
Massachusetts
$29.1M +$2.52M +95,650 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27.3M +$797K +30,219 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$26M +$722K +27,374 +3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$17.8M +$2.74M +103,983 +17%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$17.2M +$2.91M +110,222 +19%
Ameriprise
19
Ameriprise
Minnesota
$17.1M -$15.3M -581,855 -46%
Citadel Advisors
20
Citadel Advisors
Florida
$15.1M +$1.86M +70,543 +13%
UI
21
Untitled Investments
New York
$14.6M +$2.67M +101,117 +21%
Wells Fargo
22
Wells Fargo
California
$13.4M +$6.06M +229,692 +73%
American Century Companies
23
American Century Companies
Missouri
$12.7M -$2.21M -83,869 -14%
Norges Bank
24
Norges Bank
Norway
$11.8M +$990K +37,517 +9%
OPFM
25
Optimus Prime Fund Management
Cayman Islands
$11.3M

NCNO Hedge Fund Activity: Q1 2023 in Review

195 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q1 2023, worth a combined $2.64B — down 3.3% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NCNO and 37 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 78 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $47.7M. The largest seller was Providence Equity Partners, exiting entirely with an estimated $20M sold.

  • 195 institutional investors held nCino (NCNO) as of Q1 2023, down from 197 in Q4 2022.
  • Funds reported $2.64B of nCino stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 37 funds opened new nCino positions in Q1 2023 and 39 closed out, a net change of -2 holders.
  • The largest nCino buyer in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $47.7M added.
  • The largest nCino seller in Q1 2023 was Providence Equity Partners, an estimated $20M sold.

Based on aggregated 13F filings for Q1 2023.