nCino, Inc. (NCNO): A Bull Case Theory
We came across a bullish thesis on nCino, Inc. on Random walk’s Substack by Moses Sternstein. In this article, we will summarize the bulls’ thesis on NCNO. nCino, Inc.
Ncino Inc. (NCNO)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | HMI Capital Mick Hellman | 6,775,973 | $189,523,965 | +1% | 10.76% |
| 2. | Long Path Partners William Brennan And Brian Nelson | 4,787,869 | $133,916,696 | +62% | 45.46% |
| 3. | Sachem Head Capital Scott Ferguson | 4,492,600 | $125,658,022 | -9% | 3.92% |
| 4. | ShawSpring Partners Dennis Hong | 2,887,766 | $80,770,815 | -21% | 10.19% |
| 5. | Lead Edge Capital Mitchell Green | 1,604,129 | $44,867,488 | 12.42% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.40 | 6,018 | $182,971.27 | 234,505 | 2025-09-15 | Filing | |
| $30.00 | 3,889,254 | $116,677,620.00 | 0 | 2025-09-08 | Filing | |
| $31.12 | 26,168 | $814,225.17 | 3,889,254 | 2025-09-05 | Filing | |
| $30.74 | 529 | $16,261.46 | 48,878 | 2025-09-05 | Filing | |
| $32.23 | 282,367 | $9,099,671.89 | 3,915,422 | 2025-08-29 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 131,722 | $3,570,983 | 0.59% | |
| 2. | 29,594 | $802,292 | 0.08% | |
| 3. | 9,223 | $250,036 | 0% | |
| 4. | 1,492 | $40,448 | 0.01% | |
| 5. | 948 | $25,700 | 0% |
News See All
nCino, Inc. (NASDAQ:NCNO) Q2 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the nCino's Second Quarter Fiscal Year 2026 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
nCino (NCNO) Soars 14% on Revenue Beat, Raised Growth Outlook
nCino grew its share price by 13.94 percent on Wednesday to end at $32.69 apiece after beating its revenue guidance for the second quarter and raising its growth outlook for the full fiscal year of 2026...
JPMorgan Begins Coverage on nCino (NCNO) stock, Gives Neutral
nCino, Inc. (NASDAQ:NCNO) is one of the 10 Worst Aggressive Growth Stocks to Buy According to Short Sellers.
10 Worst Aggressive Growth Stocks to Buy According to Short Sellers
According to Morningstar, stocks have experienced a healthy recovery over the past few months. However, the momentum was insufficient to propel the market to a new high for the year.
nCino, Inc. (NASDAQ:NCNO) Q1 2026 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to nCino's First Quarter Fiscal Year 2026 Financial Results Conference Call. At this time all participants are in listen-only mode.
Piper Sandler Sees Promise but Keeps Neutral Rating on nCino (NCNO)
The firm highlighted that at its recent Investor Day, the company showcased its expanding product offerings, the introduction of new agents, and the potential to cross-sell within its large customer base...
11 Oversold Tech Stocks to Buy According to Hedge Funds
Technology stocks have been among the best performing in the last 15 years.
11 Oversold Growth Stocks to Buy Now
The growth stocks, primarily proxied by high and consistent revenue growth, have shown sluggish performance in 2025 so far despite strong gains during the 2023-2024 period.
nCino, Inc. (NASDAQ:NCNO) Q4 2025 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to nCino's Fourth Quarter Fiscal Year 2025 Earnings Conference Call.
Hedge Fund Resource Center Billionaire Hedge Funds
