NCNONasdaqServices-Prepackaged SoftwareFiscal year ends January 31
nCino, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 25, 2026
$20.35−0.16 (-0.78%)
Close on Oct 19, 2026
- Market cap
- $2.14B
- P/E (TTM)
- 67.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
128M of 106M shares
Institutional holders
288
75 new, 66 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 40 sales
Net sold $7.00M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,865,744 | 8.10% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 7,958,374 | 7.26% | 13G (passive) amendment | Jun 30, 2026 |
| Richard Mashaal | 7,326,196 | 6.70% | 13G (passive) amendment | Jun 30, 2026 |
| AQR Capital Management, LLC | 7,102,050 | 6.48% | 13G (passive) | Jun 30, 2026 |
| HMI Capital Partners, L.P. | 6,782,138 | 5.90% | 13D (active) amendment | Feb 9, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NCNO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,020,898 | 8.53% | $147.49M | +3,380,716 | 0.00% |
| Vanguard Portfolio Management LLC | 7,826,876 | 7.40% | $127.97M | +868,196 | 0.01% |
| Senvest Management, LLC | 7,326,196 | 6.93% | $119.78M | +2,017,728 | 3.51% |
| Aqr Capital Management LLC | 7,102,050 | 6.72% | $112.35M | +4,650,098 | 0.04% |
| Bank Of America Corp /De/ | 5,157,098 | 4.88% | $84.32M | +4,163,297 | 0.01% |
| American Capital Management Inc | 5,107,539 | 4.83% | $83.51M | +2,732,143 | 3.74% |
| HMI Capital Management, L.P. | 4,990,713 | 4.72% | $81.60M | −1,787,315 | 11.45% |
| Bank Of Montreal /Can/ | 4,710,565 | 4.46% | $77.02M | +3,044,243 | 0.03% |
| Vanguard Capital Management LLC | 4,462,308 | 4.22% | $72.96M | −257,628 | 0.00% |
| Clearbridge Investments, LLC | 3,913,634 | 3.70% | $63.99M | +1,799,930 | 0.05% |
| Lead Edge Capital Management, LLC | 3,662,570 | 3.46% | $59.88M | +1,975,090 | 10.88% |
| Long Path Partners LP | 3,639,442 | 3.44% | $59.50M | −780,503 | 25.36% |
| Wellington Management Group Llp | 3,014,228 | 2.85% | $49.28M | New | 0.01% |
| State Street Corp | 2,906,920 | 2.75% | $47.53M | +845,554 | 0.00% |
| Geode Capital Management, LLC | 2,709,930 | 2.56% | $44.32M | +791,409 | 0.00% |
| Dimensional Fund Advisors LP | 2,700,449 | 2.55% | $44.15M | +351,643 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 2,521,806 | 2.38% | $41.23M | −2,618,850 | 0.13% |
| Algebris (UK) Ltd | 2,414,440 | 2.28% | $39.35M | +335,054 | 2.59% |
| Conestoga Capital Advisors, LLC | 2,120,465 | 2.01% | $34.67M | −603,889 | 0.75% |
| Bamco Inc /Ny/ | 1,867,719 | 1.77% | $30.54M | −182,354 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 288 | 128M | 100.0% | 75 / 104 | 86 / 66 | 44M | 36M |
| Q1 2026 | 283 | 121M | 100.0% | 68 / 117 | 77 / 77 | 40M | 32M |
| Q4 2025 | 296 | 126M | 100.0% | 68 / 102 | 108 / 65 | 20M | 25M |
| Q3 2025 | 299 | 130M | 100.0% | 67 / 102 | 93 / 42 | 20M | 25M |
| Q2 2025 | 276 | 135M | 100.0% | 64 / 122 | 75 / 60 | 24M | 22M |
| Q1 2025 | 275 | 134M | 100.0% | 44 / 114 | 97 / 45 | 21M | 7M |
| Q4 2024 | 280 | 120M | 100.0% | 58 / 104 | 95 / 44 | 28M | 25M |
| Q3 2024 | 273 | 118M | 100.0% | 62 / 107 | 74 / 36 | 24M | 17M |
| Q2 2024 | 250 | 115M | 100.0% | 56 / 123 | 52 / 30 | 24M | 21M |
| Q1 2024 | 228 | 112M | 100.0% | 52 / 88 | 63 / 31 | 13M | 11M |
| Q4 2023 | 209 | 110M | 100.0% | 36 / 71 | 83 / 22 | 9M | 6M |
| Q3 2023 | 197 | 108M | 100.0% | 36 / 56 | 77 / 36 | 44M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NCNO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,122,085 | 2.95% | $51.05M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,783,796 | 2.63% | $45.52M | 0.05% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,625,726 | 2.48% | $42.22M | 0.02% | May 31, 2026 |
| Vanguard Explorer Fund | 2,540,529 | 2.40% | $46.90M | 0.21% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,259,130 | 2.14% | $36.94M | 0.02% | Jun 30, 2026 |
| Baron Small Cap Fund | 1,550,000 | 1.47% | $25.34M | 0.89% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,297,087 | 1.23% | $21.21M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,176,347 | 1.11% | $21.72M | 0.06% | Jul 31, 2026 |
| Franklin Small Cap Growth Fund | 1,150,651 | 1.09% | $21.24M | 0.86% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,140,641 | 1.08% | $18.65M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 930,374 | 0.88% | $15.21M | 0.10% | Jun 30, 2026 |
| Conestoga Small Cap Fund | 912,040 | 0.86% | $14.91M | 0.73% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 874,460 | 0.83% | $16.14M | 0.08% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 857,999 | 0.81% | $14.03M | 0.13% | Jun 30, 2026 |
| Virtus KAR Small-Cap Growth Fund | 833,486 | 0.79% | $13.63M | 2.21% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sean Desmond | CEO & President, Director | 1,231,080 | 1.16% | Sep 8, 2026 |
| April Rieger | Chief Lgl. & Admin Ofc., Sec | 369,651 | 0.35% | Sep 17, 2026 |
| Jeanette Sellers | SVP of Accounting | 50,036 | 0.05% | Aug 31, 2026 |
| Gregory Orenstein | CFO & Treasurer | 690,513 | 0.65% | Aug 6, 2026 |
| Keith Kettell | Chief Revenue Officer | 228,832 | 0.22% | May 5, 2026 |
| Pierre Naude | Director | 1,116,707 | 1.06% | Aug 6, 2026 |
| Jonathan J. Doyle | Director | 89,836 | 0.08% | Jun 23, 2026 |
| Justin C. Nyweide | Director | 28,656 | 0.03% | Jun 23, 2026 |
| Andrew Hideki Yasutake | Director | 25,422 | 0.02% | Jun 23, 2026 |
| Diego German Dugatkin | Director | 25,422 | 0.02% | Jun 23, 2026 |
| William J. Ruh | Director | 250,637 | 0.24% | Jun 23, 2026 |
| Pamela Kilday | Director | 38,100 | 0.04% | Jun 23, 2026 |
| William R. Spruill | Director | 42,287 | 0.04% | Jun 23, 2026 |
| Jeff Horing | Director | 124,988 | 0.12% | Sep 9, 2025 |
| Spencer Lake | Director | 43,646 | 0.04% | Jun 4, 2025 |
| Steven A. Collins | Director | 60,102 | 0.06% | Dec 17, 2024 |
| Insight Venture Partners (Delaware) IX, L.P. | Director, 10% owner | 3,782,215 | 3.58% | Dec 11, 2024 |
| Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. | Director, 10% owner | 867,760 | 0.82% | Dec 11, 2024 |
| Insight Venture Associates Growth-Buyout Coinvestment, L.P. | Director, 10% owner | 1,463,043 | 1.38% | Dec 11, 2024 |
| Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. | Director, 10% owner | 1,340,577 | 1.27% | Dec 11, 2024 |
| Venture Associates Growth-Buyout Coinvestment Ltd. Insight | Director, 10% owner | 1,386,097 | 1.31% | Dec 11, 2024 |
| Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. | Director, 10% owner | 1,869,424 | 1.77% | Dec 11, 2024 |
| Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. | Director, 10% owner | 3,368,720 | 3.19% | Dec 11, 2024 |
| Insight SN Holdings, LLC | Director, 10% owner | 1,315,327 | 1.24% | Dec 11, 2024 |
| Insight SN Holdings 2, LLC | Director, 10% owner | 280,466 | 0.27% | Dec 11, 2024 |
| Insight Venture Partners (Delaware) X, L.P. | Director, 10% owner | 362,291 | 0.34% | Dec 11, 2024 |
| Insight Venture Associates X, L.P. | Director, 10% owner | 286,590 | 0.27% | Dec 11, 2024 |
| Insight Venture Associates X, Ltd. | Director, 10% owner | 1,326,525 | 1.25% | Dec 11, 2024 |
| Insight Venture Partners (Cayman) X, L.P. | Director, 10% owner | 1,202,297 | 1.14% | Dec 11, 2024 |
| Insight Venture Partners X, L.P. | Director, 10% owner | – | – | Dec 11, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| April Rieger Chief Lgl. & Admin Ofc., Sec | Sep 15, 2026 | Sale | −6,098 | $21.98 | $134.03K | 369,651 |
| Sean Desmond CEO & President, Director | Sep 3, 2026 | Sale(10b5-1 plan) | −8,064 | $23.66 | $190.79K | 1,231,080 |
| Sean Desmond CEO & President, Director | Sep 3, 2026 | Option exercise | +8,064 | $4.98 | $40.16K | 1,239,144 |
| Jeanette Sellers SVP of Accounting | Aug 27, 2026 | Sale | −690 | $22.71 | $15.67K | 47,763 |
| Sean Desmond CEO & President, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −11,815 | $19.53 | $230.75K | 1,231,080 |
| Sean Desmond CEO & President, Director | Aug 5, 2026 | Option exercise | +8,064 | $4.98 | $40.16K | 1,242,895 |
| Jeanette Sellers SVP of Accounting | Aug 5, 2026 | Sale(10b5-1 plan) | −1,536 | $19.53 | $30.00K | 48,453 |
| Gregory Orenstein CFO & Treasurer | Aug 4, 2026 | Sale | −11,780 | $19.22 | $226.41K | 690,513 |
| Sean Desmond CEO & President, Director | Aug 4, 2026 | Sale(10b5-1 plan) | −28,675 | $19.22 | $551.13K | 1,234,831 |
| Pierre Naude Director | Aug 4, 2026 | Sale | −4,677 | $19.22 | $89.89K | 1,116,707 |
| April Rieger Chief Lgl. & Admin Ofc., Sec | Aug 4, 2026 | Sale | −7,852 | $19.22 | $150.92K | 375,749 |
| Jeanette Sellers SVP of Accounting | Aug 4, 2026 | Sale(10b5-1 plan) | −887 | $19.22 | $17.05K | 49,989 |
| Sean Desmond CEO & President, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −8,064 | $17.47 | $140.88K | 1,262,492 |
| Sean Desmond CEO & President, Director | Jul 6, 2026 | Option exercise | +8,064 | $4.98 | $40.16K | 1,270,556 |
| William J. Ruh Director | Jun 18, 2026 | Award | +12,911 | – | – | 49,836 |
| Pierre Naude Director | Jun 18, 2026 | Award | +12,911 | – | – | 1,121,384 |
| Andrew Hideki Yasutake Director | Jun 18, 2026 | Award | +12,911 | – | – | 25,422 |
| Diego German Dugatkin Director | Jun 18, 2026 | Award | +12,911 | – | – | 25,422 |
| Jonathan J. Doyle Director | Jun 18, 2026 | Award | +12,911 | – | – | 89,836 |
| William R. Spruill Director | Jun 18, 2026 | Award | +12,911 | – | – | 42,287 |
| Justin C. Nyweide Director | Jun 18, 2026 | Award | +12,911 | – | – | 28,656 |
| Pamela Kilday Director | Jun 18, 2026 | Award | +12,911 | – | – | 38,100 |
| Sean Desmond CEO & President, Director | Jun 3, 2026 | Option exercise | +8,064 | $4.98 | $40.16K | 1,270,556 |
| Sean Desmond CEO & President, Director | Jun 3, 2026 | Sale(10b5-1 plan) | −8,064 | $16.26 | $131.12K | 1,262,492 |
| Sean Desmond CEO & President, Director | May 5, 2026 | Option exercise | +8,065 | $4.98 | $40.16K | 1,279,081 |
| Sean Desmond CEO & President, Director | May 5, 2026 | Sale(10b5-1 plan) | −16,589 | $18.04 | $299.27K | 1,262,492 |
| Jeanette Sellers SVP of Accounting | May 5, 2026 | Sale(10b5-1 plan) | −3,695 | $18.04 | $66.66K | 50,876 |
| Sean Desmond CEO & President, Director | May 4, 2026 | Sale | −22,073 | $18.02 | $397.76K | 1,271,016 |
| April Rieger Chief Lgl. & Admin Ofc., Sec | May 4, 2026 | Sale | −9,693 | $18.02 | $174.67K | 383,601 |
| Pierre Naude Director | May 4, 2026 | Sale | −35,650 | $18.02 | $642.41K | 1,108,473 |
| Gregory Orenstein CFO & Treasurer | May 4, 2026 | Sale | −14,650 | $18.02 | $263.99K | 702,293 |
| Jeanette Sellers SVP of Accounting | May 4, 2026 | Sale | −1,486 | $18.02 | $26.78K | 54,571 |
| Sean Desmond CEO & President, Director | May 1, 2026 | Award | +703,661 | – | – | 1,293,089 |
| April Rieger Chief Lgl. & Admin Ofc., Sec | May 1, 2026 | Award | +177,345 | – | – | 393,294 |
| Gregory Orenstein CFO & Treasurer | May 1, 2026 | Award | +274,599 | – | – | 716,943 |
| Jeanette Sellers SVP of Accounting | May 1, 2026 | Award | +15,446 | – | – | 56,057 |
| Keith Kettell Chief Revenue Officer | May 1, 2026 | Award | +228,832 | – | – | 228,832 |
| William J. Ruh Director | Apr 14, 2026 | Gift | −3,200 | – | – | 200,801 |
| Jeanette Sellers SVP of Accounting | Apr 14, 2026 | Sale | −1,873 | $17.55 | $32.87K | 40,611 |
| Sean Desmond CEO & President, Director | Apr 6, 2026 | Sale(10b5-1 plan) | −15,440 | $17.06 | $263.41K | 589,428 |
| Sean Desmond CEO & President, Director | Apr 6, 2026 | Option exercise | +8,065 | $4.98 | $40.16K | 604,868 |
| April Rieger Chief Lgl. & Admin Ofc., Sec | Apr 2, 2026 | Sale | −5,747 | $16.75 | $96.26K | 215,949 |
| Jeanette Sellers SVP of Accounting | Apr 2, 2026 | Sale | −735 | $16.75 | $12.31K | 42,484 |
| Gregory Orenstein CFO & Treasurer | Apr 2, 2026 | Sale | −8,840 | $16.75 | $148.07K | 442,344 |
| Pierre Naude Director | Apr 2, 2026 | Sale | −22,700 | $16.75 | $380.23K | 1,144,123 |
| Sean Desmond CEO & President, Director | Apr 2, 2026 | Sale | −5,747 | $16.75 | $96.26K | 596,803 |
| Jeanette Sellers SVP of Accounting | Feb 4, 2026 | Sale(10b5-1 plan) | −2,182 | $18.26 | $39.84K | 43,219 |
| April Rieger Chief Lgl. & Admin Ofc., Sec | Feb 3, 2026 | Sale | −8,078 | $18.68 | $150.90K | 221,696 |
| Jeanette Sellers SVP of Accounting | Feb 3, 2026 | Sale(10b5-1 plan) | −1,330 | $18.68 | $24.84K | 45,401 |
| Gregory Orenstein CFO & Treasurer | Feb 3, 2026 | Sale | −10,562 | $18.68 | $197.30K | 451,184 |
| Sean Desmond CEO & President, Director | Feb 3, 2026 | Sale | −16,047 | $18.68 | $299.76K | 602,550 |
| Pierre Naude Director | Feb 3, 2026 | Sale | −24,273 | $18.68 | $453.42K | 1,166,823 |
| Pierre Naude Director | Feb 2, 2026 | Award | +3,516 | – | – | 1,191,096 |
| Sean Desmond CEO & President, Director | Jan 5, 2026 | Sale(10b5-1 plan) | −7,331 | $24.51 | $179.68K | 618,597 |
| Sean Desmond CEO & President, Director | Jan 5, 2026 | Option exercise | +7,331 | $4.98 | $36.51K | 625,928 |
| Jeanette Sellers SVP of Accounting | Dec 17, 2025 | Sale(10b5-1 plan) | −1,507 | $24.49 | $36.91K | 46,731 |
| Sean Desmond CEO & President, Director | Dec 5, 2025 | Sale(10b5-1 plan) | −7,331 | $24.11 | $176.75K | 618,597 |
| Sean Desmond CEO & President, Director | Dec 5, 2025 | Option exercise | +7,331 | $4.98 | $36.51K | 625,928 |
| Andrew Hideki Yasutake Director | Dec 1, 2025 | Award | +4,414 | – | – | 12,511 |
| Andrew Hideki Yasutake Director | Dec 1, 2025 | Award | +8,097 | – | – | 8,097 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sean Desmond Officer, Director | Oct 9, 2026 | 43,992 | $875.44K | Oct 9, 2026 | Stock Option Exercise |
| Sean Desmond Officer, Director | Oct 5, 2026 | 8,064 | $150.72K | Oct 5, 2026 | Stock Option Exercise |
| April Rieger Officer | Sep 15, 2026 | 6,098 | $134.05K | Sep 15, 2026 | Restricted Stock Vesting |
| Sean Desmond Officer, Director | Sep 3, 2026 | 8,064 | $190.79K | Sep 3, 2026 | Stock Option Exercise |
| Jeanette Sellers Officer | Aug 27, 2026 | 690 | $15.67K | Aug 27, 2026 | Restricted Stock Vesting |
| Jeanette Sellers Officer | Aug 5, 2026 | 1,536 | $30.00K | Aug 5, 2026 | Restricted Stock Vesting |
| Sean Desmond Officer, Director | Aug 5, 2026 | 11,815 | $231.46K | Aug 5, 2026 | Restricted Stock Vesting |
| Gregory Orenstein Officer | Aug 4, 2026 | 11,780 | $226.39K | Aug 4, 2026 | Restricted Stock Vesting |
| Sean Desmond Officer, Director | Aug 4, 2026 | 28,675 | $551.08K | Aug 4, 2026 | Restricted Stock Vesting |
| Pierre Naude Director | Aug 4, 2026 | 4,677 | $89.88K | Aug 4, 2026 | Restricted Stock Vesting |
| April Rieger Officer | Aug 4, 2026 | 7,852 | $150.90K | Aug 4, 2026 | Restricted Stock Vesting |
| Jeanette Sellers Officer | Aug 4, 2026 | 887 | $17.05K | Aug 4, 2026 | Restricted Stock Vesting |
| Sean Desmond Officer, Director | Jul 6, 2026 | 8,064 | $140.88K | Jul 6, 2026 | Stock Option Exercise |
| Sean Desmond Officer, Director | Jun 3, 2026 | 8,064 | $131.12K | Jun 3, 2026 | Options Granted - 02/01/2017 |
| Jeanette Sellers Officer | May 5, 2026 | 3,695 | $66.66K | May 5, 2026 | Restricted Stock Vesting |