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Disclosery

NCNO NCINO INC

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COM (common), issuer CIK 1902733

273 managers (277 13F filers) reported a position in NCNO shares at 2025-03-31, 133,423,308 shares in all. 39 filers opened a position and 45 filers sold out during the quarter.

Managers
273
13F filers
277
New
39
Added
112
Reduced
99
Sold out
45
Shares held by filers
133,423,308

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AMALGAMATED BANK5,257$144K<0.01%+8313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,196$143K<0.01%-6013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,794$132K<0.01%+1713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,475$123K<0.01%-6113F-HRTimelineGroup
Amundiin group Amundi5,564$121K<0.01%-44013F-HRTimelineGroup
Smartleaf Asset Management LLC4,052$117K0.01%+26913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,263$117K<0.01%-28913F-HRTimelineGroup
KBC Group NVin group KBC Group NV4,012$110K<0.01%-71,97613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,981$109K<0.01%-7,03213F-HRTimelineGroup
Asset Management One Co., Ltd.3,718$102K<0.01%+1,43913F-HRTimeline
Quantbot Technologies LP3,700$102K<0.01%new13F-HRTimeline
Parallel Advisors, LLC3,432$94.3K<0.01%-7713F-HRTimeline
FNY Investment Advisers, LLC3,000$82K0.05%new13F-HRTimeline
First Horizon Advisors, Inc.2,924$80.3K<0.01%+53813F-HRTimeline
GROUP ONE TRADING LLC2,870$78.8K<0.01%-3,49113F-HRTimeline
CSS LLC/IL2,480$68.1K<0.01%+99013F-HRTimeline
Covestor Ltd2,388$66K0.04%+51713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,871$51.4K<0.01%+18713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,406$38.6K<0.01%-14113F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,131$31.1K<0.01%-4213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,275$28.1K<0.01%+11513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…999$27.4K<0.01%-313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC840$23.1K<0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO731$20K<0.01%-3013F-HRTimeline
Advisors Asset Management, Inc.669$18.4K<0.01%new13F-HR/ATimeline
SVB WEALTH LLC639$17.6K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise588$16K<0.01%13F-HRTimelineGroup
Legacy Advisors, LLC21,819$12.6K<0.01%+8,53513F-HRTimeline
Financial Network Wealth Advisors LLC391$10.7K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC358$10.1K<0.01%-15013F-HRTimeline
Clearstead Advisors, LLC301$8.27K<0.01%-18713F-HRTimeline
GAMMA Investing LLC281$7.72K<0.01%-5913F-HR/ATimeline
Washington Trust Advisors, Inc.276$7.58K<0.01%+7613F-HRTimeline
CWM, LLCin group CWM, LLC260$7K<0.01%-18113F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC243$6.67K<0.01%-9013F-HRTimeline
WOLFF WIESE MAGANA LLC221$6.07K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP202$5.84K<0.01%-2413F-HR/ATimelineGroup
PRIVATE TRUST CO NA195$5.36K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC200$5K<0.01%-33,81113F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…174$4.78K<0.01%13F-HRTimeline
Millstone Evans Group, LLC168$4.62K<0.01%new13F-HRTimeline
Quent Capital, LLC137$3.76K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC110$3.02K<0.01%-3713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC104$2.86K<0.01%+2813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding80$2.69K-6,307Timeline
MAI Capital Management89$2.44K<0.01%+4113F-HRTimeline
Larson Financial Group LLC63$1.73K<0.01%+4813F-HRTimeline
Brooklyn Investment Group58$1.59K<0.01%+1613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC58$1.59K<0.01%new13F-HRTimeline
Arax Advisory Partners57$1.57K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC55$1.51K<0.01%-3013F-HRTimeline
HARBOUR INVESTMENTS, INC.50$1.37K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC38$1.04K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC26$715<0.01%+1913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21$577<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc20$550<0.01%-8213F-HRTimeline
IFP Advisors, Inc0$467<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Caitong International Asset Management …14$385<0.01%-4,15713F-HRTimeline
Activest Wealth Management13$357<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC7$357<0.01%-613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$275<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$247<0.01%-9313F-HRTimelineGroup
TD Capital Management LLC8$220<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC6$165<0.01%013F-HRTimeline
SJS Investment Consulting Inc.4$110<0.01%-313F-HRTimeline
DiNuzzo Private Wealth, Inc.4$110<0.01%-313F-HRTimeline
Global Financial Private Client, LLC4$110<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$28<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC1$28<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$27<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$27<0.01%-213F-HRTimeline
Hemington Wealth Management24$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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