nCino
NCNO
276 hedge funds and large institutions have $3.78B invested in nCino in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 123 increasing their positions, 74 reducing their positions, and 60 closing their positions.
165% more call options, than puts
Call options by funds: $9.66M | Put options by funds: $3.64M
66% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 74
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
1.22% more ownership
Funds ownership: 115.23% → 116.45% (+1.2%)
7% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 60
3% more capital invested
Capital invested by funds: $3.66B → $3.78B (+$112M)
0% more funds holding
Funds holding: 275 → 276 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPP
Long Path Partners
Stamford,
Connecticut
|
+$45.4M |
| 2 |
SCM
Spyglass Capital Management
San Francisco,
California
|
+$39.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$37.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$37.2M |
| 5 |
SRFM
Shannon River Fund Management
New York
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEP
Soma Equity Partners
San Francisco,
California
|
-$80.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$64M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$52.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$38.6M |
| 5 |
KC
Keenan Capital
Burlingame,
California
|
-$28.9M |
NCNO Hedge Fund Activity: Q2 2025 in Review
276 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in nCino (NCNO) for Q2 2025, worth a combined $3.78B — up 3.1% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new NCNO positions and 60 closed out — a net gain of 4 holders — while 123 added to existing stakes and 74 trimmed.
The largest buyer was Long Path Partners, adding an estimated $45.4M. The largest seller was Soma Equity Partners, exiting entirely with an estimated $80.5M sold.
- 276 institutional investors held nCino (NCNO) as of Q2 2025, up from 275 in Q1 2025.
- Funds reported $3.78B of nCino stock for Q2 2025, up 3.1% quarter-over-quarter.
- 64 funds opened new nCino positions in Q2 2025 and 60 closed out, a net change of +4 holders.
- The largest nCino buyer in Q2 2025 was Long Path Partners, an estimated $45.4M added.
- The largest nCino seller in Q2 2025 was Soma Equity Partners, an estimated $80.5M sold.
Based on aggregated 13F filings for Q2 2025.