Long Path Partners LP

Position in NCNO — nCino, Inc.

CIK 1905112 Stamford, CT

Position in NCNO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$59,504,876

-$6,705,900 QoQ

Shares Held

3,639,442

-17.7% QoQ

Ownership

3.44%

of shares outstanding

% of Portfolio

25.36%

of 13F equity value

Holder Rank

#12

of 289 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Long Path Partners LP holds $135,933,583 across 5 Software - Application names. NCNO ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc. This page	3,639,442	$59,504,876
2	ALKT	Alkami Technology, Inc.	2,239,524	$40,580,174
3	TYL	Tyler Technologies Inc	62,642	$18,320,279
4	SPSC	Sps Commerce Inc	180,912	$10,342,739
5	PCOR	Procore Technologies, Inc.	176,896	$7,185,515

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,504,876	3,639,442	-17.7%	Shares	Sole	2026-07-31
2026-03-31	$66,210,776	4,419,945	+20.6%	Shares	Sole	2026-05-14
2025-12-31	$94,001,932	3,666,222	+8.9%	Shares	Sole	2026-02-17
2025-09-30	$91,252,287	3,366,001	-29.7%	Shares	Sole	2025-11-14
2025-06-30	$133,916,695	4,787,869	+61.1%	Shares	Sole	2025-08-13
2025-03-31	$81,640,867	2,972,001	-9.1%	Shares	Sole	2025-05-14
2024-12-31	$109,779,467	3,269,192	-12.2%	Shares	Sole	2025-02-12
2024-09-30	$117,559,215	3,721,406	+43.7%	Shares	Sole	2024-11-12
2024-06-30	$81,459,745	2,590,135	+151.1%	Shares	Sole	2024-08-14
2024-03-31	$38,561,432	1,031,606	+80.3%	Shares	Sole	2024-05-15
2023-12-31	$19,240,429	572,121	+118.0%	Shares	Sole	2024-02-14
2023-09-30	$8,346,069	262,455	-31.8%	Shares	Sole	2023-11-14
2023-06-30	$11,587,284	384,704	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$9,759,479	393,845	+469.8%	Shares	Sole	2023-05-08
2022-12-31	$1,827,532	69,120	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.