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199 hedge funds and large institutions have $3.21B invested in nCino in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $9.19M

21% more capital invested

Capital invested by funds: $2.64B → $3.21B (+$568M)

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

2% more funds holding

Funds holding: 195199 (+4)

0.37% less ownership

Funds ownership: 95.39%95.01% (-0.37%)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
199
Holders Change
+4
Holders Change %
+2.05%
% of All Funds
3.12%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
36
Increased
56
Reduced
69
Closed
31
Calls
$34.9M
Puts
$9.19M
Net Calls
+$25.7M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$1.18B
HCM
2
HMI Capital Management
California
$246M
DIG
3
Dragoneer Investment Group
California
$246M
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$240M +$16.1M +634,120 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$210M +$12M +471,138 +7%
BCM
6
Brown Capital Management
Maryland
$122M -$3.94M -154,769 -4%
BlackRock
7
BlackRock
New York
$98.4M +$472K +18,536 +0.6%
JP Morgan Chase
8
JP Morgan Chase
New York
$60.6M -$5.05M -198,271 -9%
KC
9
Keenan Capital
California
$59.9M
MG
10
Meritage Group
California
$52M +$580K +22,774 +1%
WA
11
Wasatch Advisors
Utah
$50.7M -$675K -26,526 -2%
FAM
12
Fred Alger Management
New York
$37.9M +$30.8M +1,208,494 +2,417%
State Street
13
State Street
Massachusetts
$35.7M +$212K +8,347 +0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$34.6M +$1.24M +48,626 +4%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$33.2M -$12.2M -481,047 -30%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.4M -$238K -9,331 -0.9%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$21.8M +$724K +28,454 +4%
GIP
18
Granite Investment Partners
California
$18.3M +$8.47M +332,678 +121%
American Century Companies
19
American Century Companies
Missouri
$17.9M +$2.04M +79,951 +16%
Wells Fargo
20
Wells Fargo
California
$16.3M -$41.8K -1,642 -0.3%
Northern Trust
21
Northern Trust
Illinois
$15.9M +$2.56M +100,499 +24%
ACL
22
Azora Capital LP
Florida
$15.7M +$13.3M +520,903 New
Norges Bank
23
Norges Bank
Norway
$15.1M +$635K +24,933 +5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$14.6M +$12.4M +486,250 New
AllianceBernstein
25
AllianceBernstein
Tennessee
$14.2M +$11.2M +439,419 +1,404%

NCNO Hedge Fund Activity: Q2 2023 in Review

199 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q2 2023, worth a combined $3.21B — up 21% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NCNO positions and 31 closed out — a net gain of 5 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $30.8M. The largest seller was Wellington Management Group, exiting entirely with an estimated $42.5M sold.

  • 199 institutional investors held nCino (NCNO) as of Q2 2023, up from 195 in Q1 2023.
  • Funds reported $3.21B of nCino stock for Q2 2023, up 21% quarter-over-quarter.
  • 36 funds opened new nCino positions in Q2 2023 and 31 closed out, a net change of +5 holders.
  • The largest nCino buyer in Q2 2023 was Fred Alger Management, an estimated $30.8M added.
  • The largest nCino seller in Q2 2023 was Wellington Management Group, an estimated $42.5M sold.

Based on aggregated 13F filings for Q2 2023.