273 tracked 13F filers disclose a position in NCNO as of the latest SEC 13F filings, a combined $1.7B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC | $104.2M | 7.0M | →First observed position No prior filed position | 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 | →First observed position No prior filed position | 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 | Long Path Partners LP | $59.5M | 3.6M | ▼−18% Reduced · −781K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $47.5M | 2.9M | ▲+41% Added · +846K sh | Q2 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $44.3M | 2.7M | ▲+41% Added · +791K sh | Q2 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $36.0M | 2.5M | ▲25× Added · +2.4M sh | Q1 2026 | |
| 13 | ALGEBRIS | $39.4M | 2.4M | ▲+16% Added · +335K sh | Q2 2026 | |
| 14 | AMERICAN CAPITAL MANAGEMENT INC | $35.6M | 2.4M | ▲+17% Added · +348K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $35.2M | 2.3M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 16 | Conestoga Capital Advisors, LLC | $34.7M | 2.1M | ▼−22% Reduced · −604K sh | Q2 2026 | |
| 17 | Clearbridge Investments, LLC | $31.7M | 2.1M | ▼−0.7% Reduced · −14K 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 | MORGAN STANLEY | $21.4M | 1.4M | ▲+25% Added · +283K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $18.6M | 1.2M | ▲+112% Added · +657K sh | Q1 2026 | |
| 23 | FRANKLIN RESOURCES INC | $17.7M | 1.2M | ▼−13% Reduced · −177K sh | Q1 2026 | |
| 24 | Point72 Asset Management, L.P. | $15.8M | 1.1M | ▲+14% Added · +131K sh | Q1 2026 | |
| 25 | Tensile Capital Management LP | $15.1M | 1.0M | ▼−7.4% Reduced · −80K 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.
Last quarter, 8 funds opened a new position in NCNO and 25 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 147 funds | $218.7B |
| AMAZON.COM INCAMZN | 146 funds | $165.8B |
| NVIDIA CORPNVDA | 145 funds | $318.0B |
| ELI LILLY & COLLY | 140 funds | $59.8B |
| APPLE INCAAPL | 139 funds | $231.6B |
| META PLATFORMS INC-CLASS AMETA | 139 funds | $92.2B |
| JPMORGAN CHASE & COJPM | 139 funds | $47.7B |
| MASTERCARD INC - AMA | 138 funds | $41.1B |
| MICRON TECHNOLOGY INCMU | 138 funds | $27.4B |
| BROADCOM INCAVGO | 137 funds | $124.7B |
| CHEVRON CORPCVX | 137 funds | $24.9B |
| ALPHABET INC-CL AGOOGL | 136 funds | $128.7B |
Ranked by how many of NCNO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Sellers Jeanette | SVP of Accounting | Sell (S) | 690 | $16K |
| Aug 5, 2026 | Desmond Sean | CEO & President, Director | Sell (S) | 12K | $231K |
| Aug 5, 2026 | Sellers Jeanette | SVP of Accounting | Sell (S) | 2K | $30K |
| Aug 4, 2026 | Rieger April | Chief Lgl. & Admin Ofc., Sec | Sell (S) | 8K | $151K |
| Aug 4, 2026 | Naude Pierre | Director | Sell (S) | 5K | $90K |
| Aug 4, 2026 | Desmond Sean | CEO & President, Director | Sell (S) | 29K | $551K |
| Aug 4, 2026 | Sellers Jeanette | SVP of Accounting | Sell (S) | 887 | $17K |
| Aug 4, 2026 | Orenstein Gregory | CFO & Treasurer | Sell (S) | 12K | $226K |
| Jul 6, 2026 | Desmond Sean | CEO & President, Director | Sell (S) | 8K | $141K |
| Jun 3, 2026 | Desmond Sean | CEO & President, Director | Sell (S) | 8K | $131K |
| May 5, 2026 | Desmond Sean | CEO & President, Director | Sell (S) | 17K | $299K |
| May 5, 2026 | Sellers Jeanette | SVP of Accounting | Sell (S) | 4K | $67K |
Connected entities for NCNO
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.
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.