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nCino Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
BESSEMER GROUP INC	$0	0	0.00%
MassMutual Private Wealth & Trust, FSB	$0	0	0.00%
HANTZ FINANCIAL SERVICES, INC.	$1	39	0.00%
Covestor Ltd	$7	411	0.00%
Keating Financial Advisory Services, Inc.	$26	1	0.00%
CWM, LLC	$29	1,142	0.00%
ROTHSCHILD INVESTMENT LLC	$51	2	0.00%
Rialto Wealth Management, LLC	$52	2	0.00%
SJS Investment Consulting Inc.	$52	2	0.00%
Dunhill Financial, LLC	$61	2	0.00%
Cornerstone Planning Group LLC	$70	3	0.00%
KBC Group NV	$75	2,930	0.00%
HFM Investment Advisors, LLC	$77	3	0.00%
FNY Investment Advisers, LLC	$82	3,228	0.00%
ACADIAN ASSET MANAGEMENT LLC	$105	4,119	0.00%
SG Americas Securities, LLC	$106	6,491	0.01%
ASSETMARK, INC	$128	5	0.00%
Bay Harbor Wealth Management, LLC	$128	5	0.00%
AMALGAMATED BANK	$146	5,676	0.01%
DiNuzzo Private Wealth, Inc.	$180	7	0.00%
Janney Montgomery Scott LLC	$187	12,467	0.01%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$192	7,503	0.01%
Transamerica Financial Advisors, LLC	$205	8	0.00%
United Financial Planning Group LLC	$205	8	0.00%
MV CAPITAL MANAGEMENT, INC.	$231	9	0.00%
Smartleaf Asset Management LLC	$234	9	0.00%
Larson Financial Group LLC	$282	11	0.00%
Sound Income Strategies, LLC	$291	12	0.00%
Whipplewood Advisors, LLC	$333	13	0.00%
NISA INVESTMENT ADVISORS, LLC	$333	13	0.00%
Handelsbanken Fonder AB	$340	22,700	0.02%
NATIXIS ADVISORS, LLC	$390	26,027	0.02%
HARBOR CAPITAL ADVISORS, INC.	$443	27,095	0.02%
Federated Hermes Inc	$494	33	0.00%
OPTIMA CAPITAL LLC	$513	20	0.00%
UMB Bank, n.a.	$564	22	0.00%
Manchester Capital Management LLC	$570	38	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$590	23	0.00%
Pinnacle Wealth Planning Services, Inc.	$590	23	0.00%
IFP Advisors, Inc	$641	25	0.00%
CVA Family Office, LLC	$703	43	0.00%
JFS WEALTH ADVISORS, LLC	$718	28	0.00%
GSA CAPITAL PARTNERS LLP	$733	48,952	0.04%
Rachor Investment Advisory Services, LLC	$872	34	0.00%
Physician Wealth Advisors, Inc.	$1.1K	43	0.00%
Treasurer of the State of North Carolina	$1.1K	44,668	0.04%
Blue Trust, Inc.	$1.2K	45	0.00%
HRT FINANCIAL LP	$1.6K	60,755	0.06%
Bare Financial Services, Inc	$1.6K	62	0.00%
EverSource Wealth Advisors, LLC	$1.6K	62	0.00%