nCino
NCNO
250 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, 123 increasing their positions, 52 reducing their positions, and 30 closing their positions.
519% more call options, than puts
Call options by funds: $44.2M | Put options by funds: $7.14M
137% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 52
87% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 30
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more funds holding
Funds holding: 228 → 250 (+22)
2.95% more ownership
Funds ownership: 95.39% → 98.35% (+3%)
13% less capital invested
Capital invested by funds: $4.07B → $3.56B (-$511M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$57.7M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
+$53.3M |
| 3 |
LPP
Long Path Partners
Stamford,
Connecticut
|
+$48.7M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$42.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHG
Insight Holdings Group
New York
|
-$441M |
| 2 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$66.2M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
-$65.5M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$7.69M |
| 5 |
Bank of New York Mellon
New York
|
-$7.58M |
NCNO Hedge Fund Activity: Q2 2024 in Review
250 of the 6,935 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 30 closed out — a net gain of 26 holders — while 123 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.
- 250 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 30 closed out, a net change of +26 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.