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Equibles

CYPRESS POINT INVESTMENT MANAGEMENT LP

Position in NCNO — nCino, Inc.

CIK 2058475 MILL VALLEY, CA
Back to NCNO Full portfolio

Position in NCNO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,049,579
+$3,927,668 QoQ
Shares Held
492,329
+78.9% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#48
of 289 holders
Holding Since
Dec 2025
3 quarters on record

Common Shares in NCNO Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

CYPRESS POINT INVESTMENT MANAGEMENT LP holds $298,227,213 across 17 Software - Application names. NCNO ranks #16 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRAD
Sportradar Group AG
 1,994,698 $29,860,629
2 QTWO
Q2 Holdings, Inc.
 548,929 $26,403,484
3 FRSH
Freshworks Inc.
 2,481,388 $25,111,646
4 BLND
Blend Labs, Inc.
 14,297,425 $24,448,596
5 SNOW
Snowflake Inc.
 93,160 $23,709,220
6 TTAN
ServiceTitan, Inc.
 300,394 $21,240,859
7 PCOR
Procore Technologies, Inc.
 513,203 $20,846,305
8 U
Unity Software Inc.
 690,070 $19,722,200

All Filings in NCNO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,049,579 492,329
2026-03-31 $4,121,911 275,161
2025-12-31 $8,259,592 322,137