Tensile Capital Management LP

Position in NCNO — nCino, Inc.

CIK 1598843 LARKSPUR, CA

Position in NCNO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$15,057,027

-$12,766,013 QoQ

Shares Held

1,005,142

-7.4% QoQ

Ownership

0.917%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Tensile Capital Management LP holds $215,914,064 across 8 Software - Application names. NCNO ranks #7 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALIT	Alight, Inc. / Delaware	3,760,472	$43,824,540
2	QTWO	Q2 Holdings, Inc.	889,767	$42,085,979
3	VERX	Vertex, Inc.	3,398,563	$40,408,914
4	BL	Blackline, Inc.	750,786	$27,779,082
5	CWAN	Clearwater Analytics Holdings, Inc.	879,674	$20,804,290
6	TYL	Tyler Technologies Inc	51,375	$17,589,772
7	NCNO	nCino, Inc. This page	1,005,142	$15,057,027
8	APPF	Appfolio Inc	53,000	$8,364,460

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,057,027	1,005,142	-7.4%	Shares	Sole	2026-05-15
2025-12-31	$27,823,040	1,085,142	+20.4%	Shares	Sole	2026-02-17
2025-09-30	$24,440,722	901,539	-33.3%	Shares	Sole	2025-11-14
2025-06-30	$37,779,190	1,350,704	-17.1%	Shares	Sole	2025-08-14
2025-03-31	$44,741,322	1,628,734	+14.0%	Shares	Sole	2025-05-15
2024-12-31	$47,976,887	1,428,734	+12.6%	Shares	Sole	2025-02-14
2024-09-30	$40,079,307	1,268,734	+16.5%	Shares	Sole	2024-11-14
2024-06-30	$34,240,684	1,088,734	+5.1%	Shares	Sole	2024-08-14
2024-03-31	$38,727,324	1,036,044	+15.2%	Shares	Sole	2024-05-15
2023-12-31	$30,256,843	899,698	+32.7%	Shares	Sole	2024-02-14
2023-09-30	$21,564,152	678,118	+182.8%	Shares	Sole	2023-11-14
2023-06-30	$7,221,631	239,762	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.