§ TECHNOLOGY
USD · TechnologyNCNO
NCINO INC
USDSector · TechnologyBeta · 0.62
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
186 increased/new, 86 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 378.6 | P/B | 2.27 |
| EPS (TTM) | 0.04 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.0M | n/a | n/a |
| HMI Capital Management, L.P. | 6.8M | 13.5% | +0% |
| BlackRock, Inc. | 5.6M | 0.0% | +6% |
| Senvest Management, LLC | 5.3M | 2.6% | +30% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.1M | 0.2% | −13% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for NCNO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER70.7% · 201 holders
QUALITY / COMPOUNDER15.9% · 22 holders
DEALER / BANK11.0% · 27 holders
PASSIVE / INDEX7.5% · 8 holders
TACTICAL / MACRO6.2% · 4 holders
SYSTEMATIC / QUANT2.4% · 10 holders
INCOME / DEFENSIVE0.7% · 11 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NCNO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention NCNO yet.