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Disclosery

NCNO NCINO INC

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COM (common), issuer CIK 1902733

277 managers (282 13F filers) reported a position in NCNO shares at 2024-12-31, 119,654,376 shares in all. 45 filers opened a position and 45 filers sold out during the quarter.

Managers
277
13F filers
282
New
45
Added
104
Reduced
95
Sold out
45
Shares held by filers
119,654,376

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Desmond Seandirector, officer (CEO & President)2026-10-09-43,992 S$19.9Form 4
Desmond Seandirector, officer (CEO & President)2026-10-09+43,992 M$4.98Form 4
Desmond Seandirector, officer (CEO & President)2026-10-05-8,064 S$18.69Form 4
Desmond Seandirector, officer (CEO & President)2026-10-05+8,064 M$4.98Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,503$252K<0.01%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,218$242K0.02%new13F-HRTimeline
Crestline Management, L.P.7,200$242K0.01%-17,24213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,886$231K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,866$231K<0.01%-7013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,768$227K<0.01%new13F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.6,757$227K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,525$219K0.02%new13F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC6,486$218K0.16%new13F-HRTimeline
Woodline Partners LP6,444$216K<0.01%new13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding6,387$214K-234Timeline
GROUP ONE TRADING LLC6,361$214K0.01%new13F-HR/ATimeline
Sanctuary Advisors, LLC5,907$204K<0.01%-8713F-HRTimeline
Mechanics Bank Trust Department5,999$201K0.03%new13F-HRTimeline
Amundiin group Amundi6,004$201K<0.01%+4,54713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,256$176K<0.01%+1,57713F-HR/ATimelineGroup
AMALGAMATED BANK5,174$174K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,777$160K<0.01%+7713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,552$153K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,536$152K<0.01%+1,12213F-HRTimelineGroup
Caitong International Asset Management …4,171$140K0.14%13F-HR/ATimeline
Smartleaf Asset Management LLC3,783$127K0.01%-87113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…3,739$126K<0.01%-3013F-HRTimelineGroup
Parallel Advisors, LLC3,509$118K<0.01%-4213F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC3,301$110K<0.01%-12,11113F-HRTimelineGroup
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…2,907$97.6K0.06%13F-HRTimelineGroup
First Horizon Advisors, Inc.2,386$80.1K<0.01%-39913F-HRTimeline
Asset Management One Co., Ltd.2,279$78.5K<0.01%+32313F-HRTimeline
Covestor Ltd1,871$63K0.04%-32413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,684$57.3K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,547$51.9K<0.01%-2,80013F-HR/ATimelineGroup
CSS LLC/IL1,490$50K<0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,173$39.4K<0.01%-4213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,160$38.9K<0.01%+11613F-HRTimelineGroup
Hilltop National Bank1,115$37.4K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,087$36.5K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,002$33.6K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC853$28.6K<0.01%-26113F-HRTimeline
SHELL ASSET MANAGEMENT CO761$26K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.673$22.6K0.02%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK565$19K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC508$17.1K<0.01%-813F-HRTimeline
Clearstead Advisors, LLC488$16.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC441$15K<0.01%+3513F-HRTimelineGroup
GAMMA Investing LLC340$11.4K<0.01%+5913F-HRTimeline
SUMMIT SECURITIES GROUP LLC333$11.2K<0.01%new13F-HRTimeline
AlphaQuest LLC263$8.83K<0.01%-24,96813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP226$7.59K<0.01%-8813F-HRTimelineGroup
WOLFF WIESE MAGANA LLC221$7.42K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC214$7.19K<0.01%-6413F-HRTimeline
Washington Trust Advisors, Inc.200$6.72K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA195$6.55K<0.01%+3113F-HRTimeline
Venturi Wealth Management, LLC175$5.88K<0.01%+5813F-HRTimeline
Private Wealth Management Group, LLC147$4.94K<0.01%013F-HRTimeline
Quent Capital, LLC137$4.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc102$3.43K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102$3.42K<0.01%+9113F-HRTimelineGroup
Lindbrook Capital, LLC85$2.85K<0.01%-6013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC76$2.55K<0.01%013F-HRTimeline
UMB Bank, n.a.61$2.05K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.50$1.68K<0.01%013F-HRTimeline
MAI Capital Management48$1.61K<0.01%new13F-HRTimeline
Brooklyn Investment Group42$1.41K<0.01%013F-HRTimeline
CoreCap Advisors, LLC20$672<0.01%new13F-HRTimeline
IFP Advisors, Inc0$571<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Larson Financial Group LLC15$504<0.01%+1313F-HRTimeline
Whipplewood Advisors, LLC13$437<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC7$236<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.7$236<0.01%+413F-HRTimeline
DiNuzzo Private Wealth, Inc.7$236<0.01%+413F-HRTimeline
QUADRANT CAPITAL GROUP LLC6$202<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$101<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.3$101<0.01%13F-HRTimeline
Global Financial Private Client, LLC2$67<0.01%new13F-HRTimeline
Hemington Wealth Management23$00%+1513F-HRTimelineValue filed as zero, left out of ratios.
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4$00%-2113F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Desmond Sean reported transactions in NCNO shares with no net change in a Form 4 filed 2026-10-14. 0001902733-26-000111

    Accepted , ingested

  • Desmond Sean reported transactions in NCNO shares with no net change in a Form 4 filed 2026-10-07. 0001902733-26-000109

    Accepted , ingested