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197 hedge funds and large institutions have $3.43B invested in nCino in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $52.2M | Put options by funds: $15.4M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

7% more capital invested

Capital invested by funds: $3.21B → $3.43B (+$223M)

0.53% more ownership

Funds ownership: 95.01%95.54% (+0.53%)

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

1% less funds holding

Funds holding: 199197 (-2)

29% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 78

Holders
197
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
3.13%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.17%
New
34
Increased
55
Reduced
78
Closed
36
Calls
$52.2M
Puts
$15.4M
Net Calls
+$36.8M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IHG
1
Insight Holdings Group
New York
$1.24B
HCM
2
HMI Capital Management
California
$260M
DIG
3
Dragoneer Investment Group
California
$254M -$4.72M -153,014 -2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$239M -$13.5M -436,594 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$222M -$833 -27 -0%
BCM
6
Brown Capital Management
Maryland
$128M -$427K -13,833 -0.3%
BlackRock
7
BlackRock
New York
$93.3M -$10.3M -332,383 -10%
KC
8
Keenan Capital
California
$63.2M
JP Morgan Chase
9
JP Morgan Chase
New York
$60.7M -$3.26M -105,537 -5%
WA
10
Wasatch Advisors
Utah
$60.2M +$6.56M +212,628 +13%
MG
11
Meritage Group
California
$54.2M -$673K -21,806 -1%
FAM
12
Fred Alger Management
New York
$42.6M +$2.49M +80,556 +6%
ACL
13
Azora Capital LP
Florida
$36.9M +$19.8M +640,809 +123%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$36.8M +$1.76M +56,965 +5%
State Street
15
State Street
Massachusetts
$35.9M -$1.71M -55,413 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$32.4M -$4.01M -129,809 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$31.2M -$1.92M -62,097 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$27.3M +$11.4M +370,859 +76%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$23.6M +$588K +19,060 +3%
TCM
20
Tensile Capital Management
California
$21.6M +$13.5M +438,356 +183%
Norges Bank
21
Norges Bank
Norway
$21.2M +$5.09M +164,987 +33%
American Century Companies
22
American Century Companies
Missouri
$19.6M +$679K +22,015 +4%
GIP
23
Granite Investment Partners
California
$19.5M +$102K +3,308 +0.5%
ClearBridge Investments
24
ClearBridge Investments
New York
$17.4M +$16.9M +547,119 New
Wells Fargo
25
Wells Fargo
California
$16.7M -$452K -14,661 -3%

NCNO Hedge Fund Activity: Q3 2023 in Review

197 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q3 2023, worth a combined $3.43B — up 6.9% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of NCNO and 34 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 55 added.

The largest buyer was Azora Capital LP, adding an estimated $19.8M. The largest seller was AllianceBernstein, cutting an estimated $13.6M.

  • 197 institutional investors held nCino (NCNO) as of Q3 2023, down from 199 in Q2 2023.
  • Funds reported $3.43B of nCino stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 34 funds opened new nCino positions in Q3 2023 and 36 closed out, a net change of -2 holders.
  • The largest nCino buyer in Q3 2023 was Azora Capital LP, an estimated $19.8M added.
  • The largest nCino seller in Q3 2023 was AllianceBernstein, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2023.