Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NCINO INC (NCNO)

286 + Investors. Track Smart Money conviction in NCNO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — NCNO

Based on 281 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NCNO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
281 hedge funds hold NCNO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

168 buying164 selling
Last quarter: 168 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~68 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 62 → 63 → 68. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
118 out of 281 hedge funds have held NCNO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

55 → 46 → 62 → 63 → 68 new funds/Q
New funds entering each quarter: 46 → 62 → 63 → 68. A growing number of institutions are discovering NCNO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 18% 1-2yr ■ 31% new
Of 286 current holders: 146 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
42 of 281 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NCNO

How many hedge funds hold NCNO — quarterly history vs. share price
Quarterly hedge fund ownership of NCNO vs. share price

Market Analysis: NCNO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NCNO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: NCNO
2026 Q1 Stats Unlock in 10 days 286 + Investors

Track Smart Money conviction in NCNO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 286 285 0.35%
13F Shares 123M 129M -4.7%
Total Value $3.10B $3.46B -10.4%
New Positions 68 63 +5
Increased Positions 111 103 +8
Closed Positions 65 52 +13
Reduced Positions 105 98 +7
Total Calls 3 5 -40.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.4 Bullish

Statistics: NCNO

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

286 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NCNO. Verified SEC 13F-HR filings.

Top 25 institutional holders of NCNO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conestoga Capital Advisors, LLC 0.81% 2,724,354 $40.8M
2 CM WEALTH ADVISORS LLC 0.34% 106,412 $1.6M
3 GAGNON SECURITIES LLC 0.27% 79,520 $1.2M
4 Malaga Cove Capital, LLC 0.23% 41,835 $627K
5 Trust Co of the South 0.19% 77,722 $1.2M
6 PEREGRINE CAPITAL MANAGEMENT LLC 0.18% 328,848 $4.9M
7 Bayforest Capital Ltd 0.14% 8,142 $122K
8 NICHOLAS COMPANY, INC. 0.08% 277,768 $4.2M
9 GSA CAPITAL PARTNERS LLP 0.05% 48,952 —
10 HARBOR CAPITAL ADVISORS, INC. 0.03% 23,680 —
11 Oak Thistle LLC 0.03% 18,595 $279K
12 AlphaQuest LLC 0.02% 13,049 $335K
13 Legacy Advisors, LLC 0.02% 10,515 $158K
14 Y-Intercept (Hong Kong) Ltd 0.02% 61,093 $915K
15 ANGELES WEALTH MANAGEMENT, LLC 0.01% 18,337 $275K
16 Advisors Capital Management, LLC 0.01% 79,468 $1.2M
17 Chicago Capital, LLC 0.01% 31,405 $470K
18 Hilltop National Bank 0.01% 3,209 $48K
19 Hilton Head Capital Partners, LLC 0.01% 1,154 $17K
20 FIFTH THIRD BANCORP 0.01% 341,665 $5.1M
21 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 53,007 $794K
22 KORNITZER CAPITAL MANAGEMENT INC /KS 0.01% 25,915 $388K
23 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 23,101 $403K
24 Bleakley Financial Group, LLC 0.01% 30,525 $457K
25 CONGRESS ASSET MANAGEMENT CO 0.01% 63,968 $958K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NCINO INC (NCNO)

What does the Smart Money Trend signal show for NCNO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NCNO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NCNO?

Slight buying edge — 51% buying: Last quarter: 168 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NCNO holders?

Strong quality — 33% AUM from major funds: 42 of 281 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NCNO?

42% of holders stayed for 2+ years: 118 out of 281 hedge funds have held NCNO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.