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NCINO · 13F 机构持仓分析
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NCINO

NCINO INCNCNO
持有机构数
290
机构合计市值 (Q2 2026)
$21.00亿
机构合计股数 (Q2 2026)
1.29亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4,411.6万股
180 · 75 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,738.7万股
153 · 68 清仓 · ≈
⚖️ 净额
+672.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$21.00亿
持有机构数
290
新买入
75
加仓
105
减仓
85
清仓
68
持股不变
25
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
<0.01%<0.01%#144$1.47亿902.1万股$8,449.0万564.0万股+338.1万股+59.94%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#94$1.28亿782.7万股$1.04亿695.9万股+86.8万股+12.48%加仓
Senvest 管理Senvest Management, LLC
3.51%2.64%#5$1.20亿732.6万股$7,952.1万530.8万股+201.8万股+38.01%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.04%0.02%#46$1.12亿710.2万股$3,599.5万245.2万股+465.0万股+189.65%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%<0.01%#97$8,431.9万515.7万股$1,488.7万99.4万股+416.3万股+418.93%加仓
AMERICAN CAPITAL MANAGEMENT INC
3.74%1.91%#4$8,350.8万510.8万股$3,558.3万237.5万股+273.2万股+115.02%加仓
HMI Capital Management, L.P.
11.45%13.46%#2$8,159.8万499.1万股$1.02亿677.8万股-178.7万股-26.37%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.03%0.01%#56$7,701.8万471.1万股$2,496.2万166.6万股+304.4万股+182.69%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#167$7,295.9万446.2万股$7,070.5万472.0万股-25.8万股-5.46%减仓
清水投资Clearbridge Investments, LLC
0.05%0.03%#38$6,398.8万391.4万股$3,166.3万211.4万股+180.0万股+85.16%加仓
Lead Edge Capital Management, LLC
10.88%6.2%#3$5,988.3万366.3万股$2,527.8万168.7万股+197.5万股+117.04%加仓
Long Path Partners LP
25.36%30.08%#1$5,950.5万363.9万股$6,621.1万442.0万股-78.1万股-17.66%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.01%#80$4,928.3万301.4万股$00股+301.4万股新买入
道富集团STATE STREET CORP
<0.01%<0.01%#171$4,752.8万290.7万股$3,087.9万206.1万股+84.6万股+41.02%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#140$4,431.6万271.0万股$2,874.8万191.9万股+79.1万股+41.25%加仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#85$4,414.7万270.0万股$3,518.0万234.9万股+35.2万股+14.97%加仓
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.13%0.23%#26$4,123.2万252.2万股$7,700.7万514.1万股-261.9万股-50.94%减仓
ALGEBRIS (UK) LTD
2.59%2.25%#6$3,935.2万241.4万股$3,109.8万207.9万股+33.5万股+16.11%加仓
Conestoga Capital 顾问Conestoga Capital Advisors, LLC
0.75%0.81%#14$3,467.0万212.0万股$4,081.1万272.4万股-60.4万股-22.17%减仓
BAMCO(巴伦基金)BAMCO INC /NY/
0.05%0.09%#42$3,053.7万186.8万股$3,071.0万205.0万股-18.2万股-8.90%减仓
箭街资本ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%<0.01%#70$2,731.0万167.0万股$919.4万61.4万股+105.7万股+172.14%加仓
普信投资管理T. Rowe Price Investment Management, Inc.
0.02%#63$2,650.5万162.1万股$00股+162.1万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#175$2,322.8万146.6万股$2,243.7万155.6万股-9.0万股-5.80%减仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#107$2,194.9万134.2万股$1,772.3万118.3万股+15.9万股+13.47%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#112$2,085.6万127.6万股$182.7万12.2万股+115.4万股+945.70%加仓
Quantinno资本管理Quantinno Capital Management LP
0.02%0.01%#58$2,069.3万126.6万股$461.8万30.8万股+95.7万股+310.53%加仓
哥谭资产管理Gotham Asset Management, LLC
0.05%0.04%#41$1,979.9万121.1万股$1,219.8万81.4万股+39.7万股+48.71%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#159$1,945.8万119.0万股$1,204.6万80.4万股+38.6万股+48.00%加仓
Azora Capital LP
0.76%#13$1,801.2万110.2万股$00股+110.2万股新买入
Tensile Capital Management LP
2.39%2.16%#7$1,727.5万105.7万股$1,505.7万100.5万股+5.1万股+5.12%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#149$1,652.1万101.0万股$887.5万59.2万股+41.8万股+70.56%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#147$1,599.2万97.8万股$1,298.2万86.7万股+11.2万股+12.87%加仓
Ranger Investment Management, L.P.
1.01%1.15%#11$1,594.2万97.5万股$1,583.3万105.7万股-8.2万股-7.75%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#196$1,551.2万94.9万股$3,154.7万116.4万股-21.5万股-18.47%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#151$1,410.1万86.2万股$898.3万60.0万股+26.3万股+43.81%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#123$1,387.8万84.9万股$1,198.9万80.0万股+4.9万股+6.06%加仓
纽文Nuveen, LLC
<0.01%<0.01%#128$1,362.0万83.3万股$428.5万28.6万股+54.7万股+191.19%加仓
富达投资FMR LLC
<0.01%<0.01%#214$1,345.3万82.3万股$1,412.5万94.3万股-12.0万股-12.74%减仓
法国农业信贷银行CREDIT AGRICOLE S A
0.03%0.03%#54$1,332.2万81.5万股$1,003.4万67.0万股+14.5万股+21.65%加仓
Clearline Capital LP
0.78%0.62%#12$1,306.9万79.9万股$1,197.4万79.9万股00.00%持仓不变
弗雷德·阿尔杰管理FRED ALGER MANAGEMENT, LLC
0.04%0.06%#44$1,232.7万75.4万股$1,470.1万98.1万股-22.7万股-23.18%减仓
MFS马萨诸塞金融服务MASSACHUSETTS FINANCIAL SERVICES CO /MA/
<0.01%<0.01%#121$1,185.3万72.5万股$1,062.6万70.9万股+1.6万股+2.20%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#137$1,160.2万71.0万股$977.9万65.3万股+5.7万股+8.71%加仓
肯尼迪资本管理KENNEDY CAPITAL MANAGEMENT LLC
0.18%0.16%#20$1,034.1万63.2万股$769.2万51.4万股+11.9万股+23.17%加仓
Woodline合伙人Woodline Partners LP
0.03%0.04%#52$964.1万59.0万股$1,179.4万78.7万股-19.8万股-25.10%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#169$913.3万55.9万股$790.4万52.8万股+3.1万股+5.86%加仓
洛杉矶资本管理LOS ANGELES CAPITAL MANAGEMENT LLC
0.03%<0.01%#49$871.1万53.3万股$8,838590股+53.2万股+90,204.41%加仓
CYPRESS POINT INVESTMENT MANAGEMENT LP
1.46%0.97%#9$805.0万49.2万股$412.2万27.5万股+21.7万股+78.92%加仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#200$724.1万44.3万股$172.3万11.5万股+32.8万股+285.31%加仓
英仕曼集团Man Group plc
0.01%0.01%#73$696.2万42.6万股$743.1万49.6万股-7.0万股-14.16%减仓

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