Form 13-F position report

NCINO INC

Reported by Insight Holdings Group LLC

NCNO CUSIP 63947U107 Manager CIK 0001305473

Reported 31,210,896 shares, down 7,912,118 (20.2%) from the prior quarter.

Reported value -39.8%; share count -20.2% vs. the prior quarter.

Reduced
% of reported 13F value 19.96% This manager · Q2 2022
Shares 31,210,896 Quarter-end amount reported
Reported value $965,041,000 Fair value at quarter end
Consecutive quarters held 8 Through Q2 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 2216910000
2021-12-31 1712230000
2022-03-31 1603261000
2022-06-30 965041000
2022-09-30 1064604000
2022-12-31 1034412490
2023-03-31 969468287
2023-06-30 1178385182
2023-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarterly reported position history for NCINO INC held by Insight Holdings Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2023 Reduced 0 -39,123,014 (-100.0%) 0 $0 2023-11-13
Q2 2023 Unchanged 39,123,014 0 (0.0%) 27.23% $1,178,385,182 2023-08-14
Q1 2023 Unchanged 39,123,014 0 (0.0%) 21.84% $969,468,287 2023-05-12
Q4 2022 Added 39,123,014 +7,912,118 (25.4%) 21.68% $1,034,412,490 2023-02-13
Q3 2022 Unchanged 31,210,896 0 (0.0%) 21.36% $1,064,604,000 2022-11-14
Q2 2022 Reduced 31,210,896 -7,912,118 (-20.2%) 19.96% $965,041,000 2022-08-11
Q1 2022 Added 39,123,014 +7,912,118 (25.4%) 21.7% $1,603,261,000 2022-05-13
Q4 2021 Unchanged 31,210,896 0 (0.0%) 15.99% $1,712,230,000 2022-02-15
Q3 2021 Unchanged 31,210,896 0 (0.0%) 20.28% $2,216,910,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

13 managers reported NCINO INC for Q2 2022.

Managers reporting NCINO INC in Q2 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Insight Holdings Group LLC This report Reduced 31,210,896 -7,912,118 19.96% $965,041,000 8 qtrs
Salesforce Inc Unchanged 2,093,199 0 43.33% $64,722,000 8 qtrs
Freemont Management S A Reduced 59,200 -2,900 0.32% $1,830,000 7 qtrs
BAMCO INC NY Unchanged 14,000 0 < 0.01% $433,000 8 qtrs
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO New 12,198 +12,198 < 0.01% $377,000 1 qtr
FirstPurpose Wealth LLC Reduced 0 -148,235 0 $0 3 qtrs
MetLife Investment Management LLC Reduced 0 -3,630 0 $0 2 qtrs
Econ Financial Services Corp Reduced 0 -66 0 $0 3 qtrs
SignalPoint Asset Management LLC Reduced 0 -4,904 0 $0 3 qtrs
UNTITLED INVESTMENTS LP Reduced 0 -494,449 0 $0 6 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2022
Filed
August 11, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
31,210,896
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.