Position in NCNO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,882,161
+$258,459 QoQ
Shares Held
176,279
+0.6% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#71
of 288 holders
Holding Since
Jun 2022
17 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, 2026Bullseye Asset Management LLC holds $21,956,021 across 10 Software - Application names. NCNO ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALKT |
Alkami Technology, Inc.
|
207,250 | $3,755,370 | |
| 2 | BRZE |
Braze, Inc.
|
152,913 | $3,316,682 | |
| 3 | NCNO |
nCino, Inc.
This page
|
176,279 | $2,882,161 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
36,978 | $2,614,714 | |
| 5 | FROG |
JFrog Ltd
|
28,678 | $2,606,256 | |
| 6 | CXM |
Sprinklr, Inc.
|
486,044 | $2,507,987 | |
| 7 | KARO |
Karooooo Ltd.
|
32,254 | $1,592,057 | |
| 8 | PCOR |
Procore Technologies, Inc.
|
38,105 | $1,547,825 |
All Filings in NCNO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,882,161 | 176,279 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,623,702 | 175,147 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,490,769 | 175,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,612,685 | 170,147 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,759,011 | 170,147 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,849,316 | 140,128 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,671,918 | 139,128 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,450,336 | 140,878 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,795,213 | 88,878 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,163,479 | 57,878 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,946,437 | 57,878 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,360,340 | 42,778 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,288,473 | 42,778 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,060,038 | 42,778 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,131,050 | 42,778 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,459,157 | 42,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,345,267 | 43,508 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||