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Disclosery

NCNO NCINO INC

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COM (common), issuer CIK 1902733

274 managers (279 13F filers) reported a position in NCNO shares at 2025-06-30, 135,009,651 shares in all. 61 filers opened a position and 59 filers sold out during the quarter.

Managers
274
13F filers
279
New
61
Added
123
Reduced
75
Sold out
59
Shares held by filers
135,009,651

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,097$204K<0.01%new13F-HRTimeline
Sterling Capital Management LLC6,123$171K<0.01%-31,80513F-HR/ATimeline
AMALGAMATED BANK5,035$141K<0.01%-22213F-HRTimeline
Steward Partners Investment Advisory, L…4,757$133K<0.01%-3713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,585$128K<0.01%-61113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,491$126K<0.01%+1613F-HRTimelineGroup
Asset Management One Co., Ltd.4,284$120K<0.01%+56613F-HRTimeline
Parallel Advisors, LLC4,248$119K<0.01%+81613F-HRTimeline
KBC Group NVin group KBC Group NV2,930$82K<0.01%-1,08213F-HRTimelineGroup
STRS OHIO2,548$71.3K<0.01%-36,99913F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…2,456$68.7K<0.01%-5,24113F-HRTimelineGroup
First Horizon Advisors, Inc.2,422$67.7K<0.01%-50213F-HRTimeline
Smartleaf Asset Management LLC2,227$61.6K0.01%-1,82513F-HRTimeline
FNY Investment Advisers, LLC2,000$55K0.02%-1,00013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,811$50.7K<0.01%-2,17013F-HRTimelineGroup
Hilltop National Bank1,492$41.7K0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,464$40.9K<0.01%+5813F-HR/ATimelineGroup
Brooklyn Investment Group1,304$36.5K<0.01%+1,24613F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,210$33.8K<0.01%-6513F-HRTimelineGroup
Advisors Asset Management, Inc.1,127$31.5K<0.01%+45813F-HR/ATimeline
IFP Advisors, Inc0$30.9K<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP970$26.8K<0.01%+76813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…933$26.1K<0.01%-6613F-HRTimelineGroup
GROUP ONE TRADING LLC859$24K<0.01%-2,01113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC848$23K<0.01%+64813F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO731$20K<0.01%013F-HRTimeline
Quarry LP714$20K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC574$16.1K<0.01%13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise528$15K<0.01%-6013F-HRTimelineGroup
Financial Network Wealth Advisors LLC394$11K0.01%+313F-HRTimeline
PRIVATE TRUST CO NA359$10K<0.01%+16413F-HRTimeline
GAMMA Investing LLC342$9.57K<0.01%+6113F-HRTimeline
Farther Finance Advisors, LLC331$9.26K<0.01%-2713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC300$8.39K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC286$8K<0.01%+6513F-HRTimeline
CWM, LLCin group CWM, LLC284$8K<0.01%+2413F-HRTimelineGroup
Covestor Ltd277$8K<0.01%-2,11113F-HRTimeline
Washington Trust Advisors, Inc.276$7.72K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC205$6K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC207$5.79K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…191$5.34K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust175$4.89K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…174$4.87K0.01%013F-HR/ATimeline
Allworth Financial LP122$3.41K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC104$2.91K<0.01%013F-HRTimeline
Fortitude Family Office, LLC81$2.27K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC62$1.73K<0.01%-1813F-HRTimelineGroup
MAI Capital Management59$1.65K<0.01%-3013F-HRTimeline
Riggs Asset Managment Co. Inc.52$1.46K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.46$1.29K<0.01%new13F-HRTimeline
Blue Trust, Inc.45$1.26K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.43$1.2K<0.01%new13F-HRTimeline
Hemington Wealth Management57$1K<0.01%+3313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.21$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB29$811<0.01%new13F-HRTimeline
AlphaQuest LLC27$755<0.01%-10,58713F-HRTimeline
Arax Advisory Partners24$672<0.01%-3313F-HRTimeline
Bare Financial Services, Inc21$587<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC17$476<0.01%-913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$448<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC13$364<0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.11$308<0.01%+713F-HRTimeline
UMB Bank, n.a.10$280<0.01%new13F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.7$196<0.01%+613F-HRTimeline
SJS Investment Consulting Inc.6$168<0.01%+213F-HRTimeline
HFM Investment Advisors, LLC6$168<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC3$83<0.01%+213F-HRTimeline
Parkworth Wealth Management, Inc.2$56<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC2$56<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2$53<0.01%new13F-HRTimeline
True Wealth Design, LLC1$28<0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3$00%new13F-HR/ATimelineGroupValue 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.
Activest Wealth Management0$00%-1313F-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