Tensile Capital Management LP

Position in NCNO — nCino, Inc.

CIK 1598843 LARKSPUR, CA

Position in NCNO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,275,279

+$2,218,252 QoQ

Shares Held

1,056,592

+5.1% QoQ

Ownership

0.999%

of shares outstanding

% of Portfolio

2.39%

of 13F equity value

Holder Rank

#30

of 288 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tensile Capital Management LP holds $197,013,322 across 7 Software - Application names. NCNO ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	245,043	$71,665,275
2	QTWO	Q2 Holdings, Inc.	868,767	$41,787,692
3	VERX	Vertex, Inc.	2,898,563	$33,275,503
4	BL	Blackline, Inc.	694,846	$19,504,327
5	NCNO	nCino, Inc. This page	1,056,592	$17,275,279
6	APPF	Appfolio Inc	73,000	$11,705,550
7	ALIT	Alight, Inc. / Delaware	160,687	$1,799,696

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,275,279	1,056,592	+5.1%	Shares	Sole	2026-08-14
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.