Position in NCNO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,874,356
+$766,522 QoQ
Shares Held
926,192
+81.2% QoQ
Ownership
0.845%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NCNO Over Time
Shares Held
Position Value (USD)
Derivatives in NCNO
reported options exposure · as of Sep 30, 2025CallValue
$1,762,150
CallShares
65,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,197,058 across 75 Software - Application names. NCNO ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
1,474,452 | $174,059,058 | |
| 2 | CWAN |
Clearwater Analytics Holdings, Inc.
|
7,313,635 | $172,967,467 | |
| 3 | INTU |
Intuit Inc.
|
203,328 | $87,914,960 | |
| 4 | GRAB |
Grab Holdings Ltd
|
16,773,762 | $61,391,968 | |
| 5 | SNOW |
Snowflake Inc.
|
393,273 | $59,313,433 | |
| 6 | ESTC |
Elastic N.V.
|
948,382 | $47,409,616 | |
| 7 | ALIT |
Alight, Inc. / Delaware
|
3,543,853 | $41,300,062 | |
| 8 | TYL |
Tyler Technologies Inc
|
111,561 | $38,196,255 |
All Filings in NCNO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,874,356 | 926,192 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,107,834 | 511,226 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,318,490 | 2,003,633 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,762,150 | 65,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $26,238,433 | 938,092 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $14,362,740 | 454,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,993,033 | 349,540 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $7,030,048 | 209,041 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $586,328 | 18,438 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,293,907 | 142,560 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $3,742,370 | 141,542 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $5,776,659 | 186,826 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||