Which hedge funds own NCNO? NCINO INC, Q2 2026 13F holders
37 tracked hedge funds disclosed a position in NCNO (NCINO INC) in their Q2 2026 13F filings, worth $551.1m in total. The largest holder by portfolio weight is Long Path Partners LP at 25.4% of its book. 10 opened a new position this quarter: Azora Capital LP, Lecap Asset Management Ltd, Dark Forest Capital Management LP, EntryPoint Capital, LLC. 22 exited: Hawk Ridge Capital Management LP, Tremblant Capital Group, Readystate Asset Management LP.
- 37
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 22
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $27.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $188m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $551m
- Combined value Sum of the holders' reported positions in the security.
- 3.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Hawk Ridge Capital Management LP | 2.4% | $67.1m |
| Tremblant Capital Group | 0.9% | $27.6m |
| Readystate Asset Management LP | 0.3% | $4.3m |
| Bayforest Capital Ltd | 0.1% | $122k |
| Fox Run Management, L.L.C. | 0.1% | $714k |
| Kinetic Partners Management, LP | 0.1% | $2.1m |
| ExodusPoint Capital Management, LP | 0.09% | $8.7m |
| Freestone Grove Partners LP | 0.06% | $8.4m |
| Campbell & CO Investment Adviser LLC | 0.05% | $802k |
| Gsa Capital Partners LLP | 0.05% | $733k |
| Quantbot Technologies LP | 0.04% | $1.1m |
| Aquatic Capital Management LLC | 0.03% | $981k |
| Tudor Investment Corp ET AL | 0.03% | $5.2m |
| Point72 Asset Management, L.P. | 0.03% | $15.8m |
| Balyasny Asset Management L.P. | 0.03% | $13.9m |
| Voloridge Investment Management, LLC | 0.02% | $5.5m |
| Twinbeech Capital LP | 0.02% | $166k |
| Qube Research & Technologies Ltd | 0.02% | $11.6m |
| Atom Investors LP | 0.02% | $230k |
| Jain Global LLC | 0.01% | $1.0m |
| Marshall Wace, LLP | 0.01% | $10.8m |
| Verition Fund Management LLC | 0.01% | $846k |
Ownership over time
Who discovered NCNO first? Beta
| Infini Capital Management Ltd high conviction | Q4 2022 | +1.2 pts |
| JCSD Capital, LLC | Q1 2021 | +0.1 pts |
| Contour Asset Management LLC | Q3 2021 | 0.0 pts |
| Tybourne Capital Management (HK) Ltd | Q3 2020 | −0.1 pts |
| Dragoneer Investment Group, LLC high conviction | Q2 2022 | −0.2 pts |
| 3G Capital Partners LP | Q3 2020 | −0.3 pts |
| Untitled Investments LP high conviction | Q4 2021 | −2.0 pts |
| HMI Capital Management, L.P. high conviction | Q2 2021 | −12.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.