Kinetic Partners Management, LP

Position in NCNO — nCino, Inc.

CIK 1911448 Miami, FL

Position in NCNO

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

Position Value

$2,109,184

-$22,223,176 QoQ

Shares Held

140,800

-85.2% QoQ

Ownership

0.129%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

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

Technology · as of Mar 31, 2026

Kinetic Partners Management, LP holds $86,372,216 across 4 Software - Application names. NCNO ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	377,026	$44,722,824
2	FROG	JFrog Ltd	450,629	$21,148,018
3	DDOG	Datadog, Inc.	155,800	$18,392,190
4	NCNO	nCino, Inc. This page	140,800	$2,109,184

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,109,184	140,800	-85.2%	Shares	Sole	2026-05-15
2025-12-31	$24,332,360	949,000	+35.8%	Shares	Sole	2026-02-17
2025-09-30	$18,949,890	699,000	+89.4%	Shares	Sole	2025-11-14
2025-06-30	$10,320,930	369,000	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.