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Equibles

HMI Capital Management, L.P.

Position in NCNO — nCino, Inc.

CIK 1469026 SAN FRANCISCO, CA
Back to NCNO Full portfolio

Position in NCNO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$81,598,157
-$19,936,702 QoQ
Shares Held
4,990,713
-26.4% QoQ
Ownership
4.72%
of shares outstanding
% of Portfolio
11.89%
of 13F equity value
Holder Rank
#7
of 289 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NCNO Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

HMI Capital Management, L.P. holds $134,934,815 across 3 Software - Application names. NCNO ranks #1 (60.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NCNO
nCino, Inc.
This page 		4,990,713 $81,598,157
2 NOW
ServiceNow, Inc.
 416,100 $41,310,408
3 APPF
Appfolio Inc
 75,000 $12,026,250

All Filings in NCNO

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $81,598,157 4,990,713
2026-03-31 $101,534,859 6,778,028
2025-12-31 $173,735,947 6,775,973
2025-09-30 $183,696,628 6,775,973
2025-06-30 $189,523,964 6,775,973
2025-03-31 $186,075,681 6,773,778
2024-12-31 $227,463,465 6,773,778
2024-09-30 $248,732,647 7,873,778
2024-06-30 $232,674,993 7,398,251
2024-03-31 $245,873,940 6,577,687
2023-12-31 $270,098,907 8,031,487
2023-09-30 $259,692,315 8,166,425
2023-06-30 $245,972,721 8,166,425
2023-03-31 $202,364,011 8,166,425
2022-12-31 $198,364,910 7,502,455
2022-09-30 $268,529,440 7,872,455
2022-06-30 $243,416,308 7,872,455
2022-03-31 $312,908,486 7,635,639