AI Holders Summary · Q2 2026

305 institutions reported NCNO in Q2 2026. BlackRock, Inc. leads at 10.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$147M9.0M0.00%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$128M7.8M0.01%Q2 2026 03

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$112M7.1M0.04%Q2 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$84M5.2M0.01%Q2 2026 05

AMERICAN CAPITAL MANAGEMENT INC

CIK 0001320168

$84M5.1M3.74%Q2 2026 06

HMI Capital Management, L.P.

CIK 0001469026

$82M5.0M11.45%Q2 2026 07

Senvest Management, LLC

CIK 0001328785

$80M5.3M2.64%Q1 2026 08

BANK OF MONTREAL /CAN/

CIK 0000927971

$77M4.7M0.03%Q2 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$73M4.5M0.00%Q2 2026 10

HAWK RIDGE CAPITAL MANAGEMENT LP

CIK 0001609074

$67M4.5M2.44%Q1 2026 11

Clearbridge Investments, LLC

CIK 0001348883

$64M3.9M0.05%Q2 2026 12

Lead Edge Capital Management, LLC

CIK 0001802797

$60M3.7M10.88%Q2 2026 13

Long Path Partners LP

CIK 0001905112

$60M3.6M25.36%Q2 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$49M3.0M0.01%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$48M2.9M0.00%Q2 2026 16

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$44M2.7M0.00%Q2 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$44M2.7M0.01%Q2 2026 18

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$41M2.5M0.13%Q2 2026 19

ALGEBRIS (UK) LTD

CIK 0001700286

$39M2.4M2.59%Q2 2026 20

Conestoga Capital Advisors, LLC

CIK 0001163744

$35M2.1M0.75%Q2 2026

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