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HMI Capital Management, L.P.: NCNO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on NCNO, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 4,990,713 NCNO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,990,713 shares
    Change vs previous 13F -1,787,315 shares

    11.89% of the 13F portfolio, value $81,598,157.

    13F-HR 0001469026-26-000005 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,778,028 shares
    Change vs previous 13F +2,055 shares

    13.46% of the 13F portfolio, value $101,534,859.

    13F-HR 0001469026-26-000004 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,775,973 shares
    Change vs previous 13F 0 shares

    14.26% of the 13F portfolio, value $173,735,948.

    13F-HR 0001469026-26-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,775,973 shares
    Change vs previous 13F 0 shares

    10.61% of the 13F portfolio, value $183,696,628.

    13F-HR 0001469026-25-000007 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 6,775,973 shares
    Change vs previous 13F +2,195 shares

    10.76% of the 13F portfolio, value $189,523,965.

    13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,773,778 shares
    Change vs previous 13F 0 shares

    10.13% of the 13F portfolio, value $186,075,682.

    13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,773,778 shares
    Change vs previous 13F -1,100,000 shares

    11.43% of the 13F portfolio, value $227,463,465.

    13F-HR 0001469026-25-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,873,778 shares
    Change vs previous 13F not available

    10.3% of the 13F portfolio, value $248,732,647.

    13F-HR 0001469026-24-000010 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).