This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NCNO/capital-change-brief"
Use Arkolith's capital_change_brief for NCNO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC | $104.2M | 7.0M | ▲New +7.0M sh | Q1 2026 | |
| 2 | HMI Capital Management, L.P. | $101.5M | 6.8M | ▲~0% Added · +2K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $84.5M | 5.6M | ▲+6.1% Added · +323K sh | Q1 2026 | |
| 4 | Senvest Management, LLC | $79.5M | 5.3M | ▲+30% Added · +1.2M sh | Q1 2026 | |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $77.0M | 5.1M | ▼−13% Reduced · −760K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $70.7M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 7 | HAWK RIDGE CAPITAL MANAGEMENT LP | $67.1M | 4.5M | ▲+625% Added · +3.9M sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $66.0M | 4.4M | ▲+88% Added · +2.1M sh | Q1 2026 | |
| 9 | Spyglass Capital Management LLC | $46.2M | 3.1M | ▲+6.0% Added · +175K sh | Q1 2026 | |
| 10 | Conestoga Capital Advisors, LLC | $40.8M | 2.7M | ▼−4.8% Reduced · −137K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $36.0M | 2.5M | ▲25× Added · +2.4M sh | Q1 2026 | |
| 12 | AMERICAN CAPITAL MANAGEMENT INC | $35.6M | 2.4M | ▲+17% Added · +348K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $35.2M | 2.3M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $31.7M | 2.1M | ▼−0.7% Reduced · −14K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $30.9M | 2.1M | ▲+4.7% Added · +92K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $28.7M | 1.9M | ▲+0.3% Added · +5K sh | Q1 2026 | |
| 17 | TREMBLANT CAPITAL GROUP | $27.6M | 1.8M | ▼−48% Reduced · −1.7M sh | Q1 2026 | |
| 18 | Lead Edge Capital Management, LLC | $25.3M | 1.7M | —Held | Q1 2026 | |
| 19 | BANK OF MONTREAL /CAN/ | $25.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $22.4M | 1.6M | ▲+34% Added · +397K sh | Q1 2026 | |
| 21 | BROWN BROTHERS HARRIMAN & CO | $21.9M | 1.5M | ▼−18% Reduced · −331K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $21.4M | 1.4M | ▲+25% Added · +283K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $18.6M | 1.2M | ▲+112% Added · +657K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $17.7M | 1.2M | ▼−13% Reduced · −177K sh | Q1 2026 | |
| 25 | Ranger Investment Management, L.P. | $15.8M | 1.1M | ▼−6.7% Reduced · −76K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Desmond Sean | CEO & President, Director | Option exercise (M) | 8K | $40K |
| Jul 6, 2026 | Desmond Sean | CEO & President, Director | Sell (S) | 8K | $141K |
| Jul 6, 2026 | Desmond Sean | CEO & President, Director | Option exercise (M) | 8K | $0 |
| Jun 18, 2026 | RUH WILLIAM J | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Naude Pierre | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Nyweide Justin C. | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Spruill William R | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Doyle Jonathan J | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Dugatkin Diego German | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Kilday Pamela | Director | Grant (A) | 13K | $0 |
| Jun 18, 2026 | Yasutake Andrew Hideki | Director | Grant (A) | 13K | $0 |
| Jun 3, 2026 | Desmond Sean | CEO & President, Director | Option exercise (M) | 8K | $40K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 97 funds | $40.5B |
| AMAZON.COM INCAMZN | 97 funds | $32.3B |
| NVIDIA CORPNVDA | 96 funds | $58.7B |
| APPLE INCAAPL | 95 funds | $46.1B |
| BROADCOM INCAVGO | 95 funds | $22.3B |
| META PLATFORMS INC-CLASS AMETA | 95 funds | $18.9B |
| ELI LILLY & COLLY | 94 funds | $10.1B |
| MASTERCARD INC - AMA | 94 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 93 funds | $26.9B |
| VISA INC-CLASS A SHARESV | 93 funds | $8.1B |
| COSTCO WHOLESALE CORPCOST | 93 funds | $6.9B |
| NETFLIX INCNFLX | 93 funds | $5.6B |
Ranked by how many of NCNO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NCNO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.