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nCino Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
TUCKER ASSET MANAGEMENT LLC	$3.0K	116	0.00%
Root Financial Partners, LLC	$2.8K	110	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	$2.6K	100	0.00%
CrossGen Wealth, LLC	$2.1K	80	0.00%
Daiwa Securities Group Inc.	$2.0K	79,715	0.07%
Torren Management, LLC	$2.0K	79	0.00%
Fortitude Family Office, LLC	$2.0K	78	0.00%
Allworth Financial LP	$1.7K	65	0.00%
Bare Financial Services, Inc	$1.6K	62	0.00%
EverSource Wealth Advisors, LLC	$1.6K	62	0.00%
HRT FINANCIAL LP	$1.6K	60,755	0.06%
Blue Trust, Inc.	$1.2K	45	0.00%
Treasurer of the State of North Carolina	$1.1K	44,668	0.04%
Physician Wealth Advisors, Inc.	$1.1K	43	0.00%
Rachor Investment Advisory Services, LLC	$872	34	0.00%
GSA CAPITAL PARTNERS LLP	$733	48,952	0.04%
JFS WEALTH ADVISORS, LLC	$718	28	0.00%
CVA Family Office, LLC	$703	43	0.00%
IFP Advisors, Inc	$641	25	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$590	23	0.00%
Pinnacle Wealth Planning Services, Inc.	$590	23	0.00%
Manchester Capital Management LLC	$570	38	0.00%
UMB Bank, n.a.	$564	22	0.00%
OPTIMA CAPITAL LLC	$513	20	0.00%
Federated Hermes Inc	$494	33	0.00%
HARBOR CAPITAL ADVISORS, INC.	$443	27,095	0.02%
NATIXIS ADVISORS, LLC	$390	26,027	0.02%
Handelsbanken Fonder AB	$340	22,700	0.02%
Whipplewood Advisors, LLC	$333	13	0.00%
NISA INVESTMENT ADVISORS, LLC	$333	13	0.00%
Sound Income Strategies, LLC	$291	12	0.00%
Larson Financial Group LLC	$282	11	0.00%
Smartleaf Asset Management LLC	$234	9	0.00%
MV CAPITAL MANAGEMENT, INC.	$231	9	0.00%
Transamerica Financial Advisors, LLC	$205	8	0.00%
United Financial Planning Group LLC	$205	8	0.00%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$192	7,503	0.01%
Janney Montgomery Scott LLC	$187	12,467	0.01%
DiNuzzo Private Wealth, Inc.	$180	7	0.00%
AMALGAMATED BANK	$146	5,676	0.01%
Bay Harbor Wealth Management, LLC	$128	5	0.00%
ASSETMARK, INC	$128	5	0.00%
SG Americas Securities, LLC	$106	6,491	0.01%
ACADIAN ASSET MANAGEMENT LLC	$105	4,119	0.00%
FNY Investment Advisers, LLC	$82	3,228	0.00%
HFM Investment Advisors, LLC	$77	3	0.00%
KBC Group NV	$75	2,930	0.00%
Cornerstone Planning Group LLC	$70	3	0.00%
Dunhill Financial, LLC	$61	2	0.00%
SJS Investment Consulting Inc.	$52	2	0.00%