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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in NCNO — nCino, Inc.

CIK 927971 TORONTO, A6
Back to NCNO Full portfolio

Position in NCNO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$77,017,736
+$52,056,234 QoQ
Shares Held
4,710,565
+182.7% QoQ
Ownership
4.46%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#8
of 289 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in NCNO Over Time

Shares Held

Position Value (USD)

Derivatives in NCNO

reported options exposure · as of Dec 31, 2024
CallValue
$419,750
CallShares
12,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $5,121,698,604 across 80 Software - Application names. NCNO ranks #15 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SHOP
Shopify Inc.
 13,770,055 $1,572,264,874
2 SNOW
Snowflake Inc.
 2,381,901 $606,193,802
3 NOW
ServiceNow, Inc.
 4,787,110 $475,264,276
4 UBER
Uber Technologies, Inc
 4,416,738 $318,711,811
5 SSNC
SS&C Technologies Holdings Inc
 4,762,252 $295,497,732
6 ADBE
Adobe Inc.
 916,955 $187,994,109
7 ADP
Automatic Data Processing Inc
 796,251 $178,320,408
8 ROP
Roper Technologies Inc
 477,851 $161,699,993

All Filings in NCNO

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $77,017,736 4,710,565
2026-03-31 $24,961,502 1,666,322
2024-12-31 $36,501 1,087
2024-12-31 $419,750 12,500
2024-06-30 $1,306,778 41,551
2023-12-31 $733,134 21,800
2023-12-31 $24,010 714
2022-12-31 $1,253,968 47,427