Position in NCNO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,710,093
-$23,204,083 QoQ
Shares Held
2,050,073
-2.5% QoQ
Ownership
1.87%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 95.26846117187047.ToString("F0")%
None 4.731538828129535.ToString("F0")%
Common Shares in NCNO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026BAMCO INC /NY/ holds $2,367,115,148 across 24 Software - Application names. NCNO ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
|
6,597,453 | $986,715,070 | |
| 2 | SHOP |
Shopify Inc.
|
4,718,230 | $559,676,442 | |
| 3 | PCOR |
Procore Technologies, Inc.
|
1,499,091 | $85,448,187 | |
| 4 | DT |
Dynatrace, Inc.
|
2,159,694 | $79,865,484 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
1,114,416 | $70,720,839 | |
| 6 | DDOG |
Datadog, Inc.
|
587,382 | $69,340,445 | |
| 7 | ROP |
Roper Technologies Inc
|
186,159 | $65,874,223 | |
| 8 | FICO |
Fair Isaac Corp
|
57,929 | $61,841,524 |
All Filings in NCNO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,710,093 | 2,050,073 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,914,176 | 2,102,737 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $55,676,132 | 2,053,712 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,421,095 | 2,052,953 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,350,449 | 1,832,925 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $56,576,725 | 1,684,834 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $47,373,627 | 1,499,640 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,450,000 | 1,000,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,576,500 | 925,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $16,932,705 | 503,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $111,300 | 3,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $240,960 | 8,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $223,020 | 9,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $264,400 | 10,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $443,430 | 13,000 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||