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Get Institutions for : 
nCino, Inc. (NCNO)  
$30.67 0.44 (1.41%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 204    4
Total shares held : 
 107,165,777  
% of shares held : 
 97.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 499,750  
% of shares held change : 
   0.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.24  
Last Quarter's Ending Price : 
 $33.63  
Last Quarter's Average Price : 
 $29.76  
Change from last quarter's     
avg. price to the last closing  : 
0.91 (3.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 2,449,057
 2.29%
 
Increased Positions :
72
 4,415,903
 4.12%
 
Unchanged Positions :
26
 39,848,249
 37.18%
 
Decreased Positions :
81
-5,560,340
-5.19%
 
Closed Positions :
21
-804,870
-0.75%
 
Guru Positions :
1
32,013
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 1351 - 2024-03-31 7,122,722 $266,247,000 148,390
   BLACKROCK INC. 1940 - 2024-03-31 3,152,024 $117,823,000 105,031
   J P MORGAN CHASE & CO 934 - 2024-03-31 2,260,990 $84,516,000 181,233
   MERITAGE GROUP LP 17 - 2023-12-31 1,711,126 $57,545,000 8,157
   DIMENSIONAL FUND ADVISORS INC 1512 - 2024-03-31 1,232,845 $46,084,000 197,937
   T. Rowe Price Investment Management Inc. 405 - 2023-12-31 1,268,915 $42,674,000 110,243
   STATE STREET CORP 1814 - 2023-12-31 1,209,606 $40,679,000 80,581
   CLEARBRIDGE ADVISORS LLC 376 - 2023-12-31 1,072,724 $36,076,000 525,605
   GEODE CAPITAL MANAGEMENT LLC 1565 - 2023-12-31 1,042,803 $35,075,000 22,578
   Tensile Capital Management LLC 12 - 2023-12-31 899,698 $30,257,000 221,580
   UNTITLED INVESTMENTS LP 3 - 2023-12-31 864,988 $29,090,000 388,670
   Woodline Partners LP 121 - 2023-12-31 690,673 $23,227,000 387,419
   AMERICAN CENTURY COMPANIES INC 834 - 2023-12-31 660,124 $22,200,000 45,103
   WELLS FARGO & CO/MN 1133 - 2024-03-31 517,119 $19,330,000 8,117
   Long Path Partners LP 6 - 2023-12-31 572,121 $19,240,000 309,666
   AMERIPRISE FINANCIAL INC 1348 - 2023-12-31 508,884 $17,114,000 32,374
   NORTHERN TRUST CORP 1730 - 2023-12-31 506,355 $17,029,000 5,232
   BAMCO INC /NY/ 211 - 2023-12-31 503,500 $16,933,000 500,000
   FIRST TRUST ADVISORS LP 831 - 2023-12-31 499,190 $16,788,000 143,887
   VISTA EQUITY PARTNERS III, LLC 18 - 2023-12-31 468,803 $15,766,000 199,926
   EAGLE ASSET MANAGEMENT INC 228 - 2024-03-31 421,550 $14,902,000 15,387
   RAYMOND JAMES & ASSOCIATES 956 - 2024-03-31 380,700 $14,231,000 34,394
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1831 - 2024-03-31 359,402 $13,434,000 12,344
   SILVERCREST ASSET MANAGEMENT GROUP LLC 215 - 2023-12-31 382,505 $12,864,000 47,398
   PEMBROKE MANAGEMENT, LTD 36 - 2024-03-31 228,552 $8,543,000 48,164
   Advantage Alpha Capital Partners LP 23 - 2023-12-31 211,079 $7,099,000 31,055
   BALYASNY ASSET MANAGEMENT LLC 697 - 2023-12-31 209,041 $7,030,000 190,603
   TOWNSQUARE CAPITAL LLC 174 - 2023-12-31 191,879 $6,453,000 2,103
   NUVEEN ASSET MANAGEMENT, LLC 1912 - 2023-12-31 163,508 $5,499,000 1,565
   MILLENNIUM MANAGEMENT LLC 1766 - 2023-12-31 159,898 $5,377,000 42,957
   DRIVE WEALTH MANAGEMENT LLC 15 - 2024-03-31 140,313 $5,245,000 1,535
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 659 - 2023-12-31 135,469 $4,556,000 20,092
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1108 - 2024-03-31 119,975 $4,485,000 21,794
   M&T BANK CORP 485 - 2024-03-31 99,200 $3,708,000 10,665
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 998 - 2024-03-31 150,174 $3,362,000 20,133
   FirstPurpose Wealth LLC 17 - 2024-03-31 80,905 $2,699,000 3,972
   ADVISORS CAPITAL MANAGEMENT LLC 240 - 2024-03-31 62,003 $2,318,000 6,611
   CREDIT SUISSE/ 1814 - 2024-03-31 54,508 $2,038,000 1,164
   Washington Harbour Partners LP 12 - 2023-12-31 58,604 $1,971,000 11,000
   Bullseye Asset Management LLC 46 - 2023-12-31 57,878 $1,946,000 15,100
   Holocene Advisors LP 535 - 2023-12-31 57,386 $1,930,000 25,943
   ATRIA INVESTMENTS LLC 675 - 2023-12-31 48,674 $1,637,000 824
   Orion Portfolio Solutions LLC 770 - 2024-03-31 41,991 $1,570,000 7,576
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2062 - 2024-03-31 40,815 $1,526,000 14,855
   CITADEL ADVISORS LLC 2559 - 2023-12-31 44,634 $1,501,000 44,514
   US BANCORP 955 - 2024-03-31 38,507 $1,439,000 2,548
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1052 - 2024-03-31 57,993 $1,437,000 1,490
   SIT INVESTMENT ASSOCIATES INC 330 - 2023-12-31 41,725 $1,403,000 2,700
   LPL FINANCIAL CORP 2913 - 2024-03-31 34,223 $1,279,000 10,304
   Portside Wealth Group LLC 108 - 2024-03-31 32,250 $1,206,000 1,760
   Treasurer of the State of North Carolina 933 - 2024-03-31 31,499 $1,177,000 560
   Squarepoint Ops LLC 1307 - 2023-12-31 32,621 $1,097,000 32,621
   UBS Group AG 3356 - 2023-12-31 32,058 $1,078,000 32,044
   Stanley-Laman Group Ltd. 117 - 2024-03-31 27,720 $1,036,000 1,826
   NORDEN GROUP LLC 116 - 2024-03-31 26,568 $993,000 8,297
   CITIGROUP INC 2515 - 2024-03-31 18,994 $710,000 4,281
   BAKER TILLY FINANCIAL LLC 181 - 2024-03-31 18,378 $687,000 355
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2492 - 2024-03-31 13,324 $498,000 6,534
   Mesirow Institutional Investment Management Inc. 111 - 2024-03-31 12,422 $464,000 719
   Alliance Wealth Advisors LLC /UT 141 - 2023-12-31 13,441 $452,000 196
   Precision Wealth Strategies LLC 48 - 2024-03-31 11,894 $445,000 809
   HARBOR CAPITAL ADVISORS INC. 259 - 2023-12-31 13,047 $439,000 1,087
   KLR INVESTMENT ADVISORS LLC 89 - 2024-03-31 14,056 $417,000 1,100
   MANUFACTURERES LIFE INSURANCE CO 2247 - 2023-12-31 12,056 $405,000 119
   SYSTM Wealth Solutions LLC 314 - 2024-03-31 10,234 $383,000 10,234
   OPPENHEIMER ASSET MANAGEMENT INC 909 - 2024-03-31 10,084 $377,000 800
   Parkwood LLC 107 - 2023-12-31 10,400 $350,000 655
   VICTORY CAPITAL MANAGEMENT INC 2072 - 2024-03-31 8,476 $317,000 267
   State of Wyoming 649 - 2023-12-31 5,230 $176,000 672
   ETF MANAGERS GROUP LLC 582 - 2023-03-31 6,210 $154,000 6,210
   Smartleaf Asset Management LLC 397 - 2024-03-31 3,933 $134,000 31
   Parallel Advisors LLC 1037 - 2024-03-31 3,563 $133,000 29
   PNC FINANCIAL SERVICES GROUP INC 2447 - 2024-03-31 3,442 $129,000 156
   Covestor Ltd 529 - 2024-03-31 2,736 $102,000 625
   FTB Advisors Inc. 716 - 2024-03-31 2,401 $90,000 190
   FMR LLC 3215 - 2023-12-31 2,053 $69,000 719
   LAZARD ASSET MANAGEMENT LLC 1621 - 2023-12-31 1,839 $61,000 151
   CWM LLC 3145 - 2024-03-31 359 $13,000 351
   Migdal Insurance & Financial Holdings Ltd. 331 - 2024-03-31 274 $10,000 25
   West Tower Group LLC 370 - 2023-12-31 234 $8,000 23
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2675 - 2023-12-31 200 $7,000 16
   ICA Group Wealth Management LLC 1100 - 2023-12-31 100 $3,000 100
   GAMMA Investing LLC 2732 - 2024-03-31 41 $2,000 26
   VALLEY NATIONAL ADVISERS INC 1085 - 2024-03-31 27 $1,000 27
   HANSON MCCLAIN, INC. 3390 - 2024-03-31 6 $0 6
  85 Records found
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