AI Holders Summary · Q1 2026

299 institutions reported NCNO in Q1 2026. Vanguard Portfolio Management leads at 9.5% 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

Vanguard Portfolio Management

CIK 0002100121· Index

$104M7.0M0.01%Q1 2026 02

HMI Capital Management, L.P.

CIK 0001469026

$102M6.8M13.46%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$84M5.6M0.00%Q1 2026 04

Senvest Management, LLC

CIK 0001328785

$80M5.3M2.64%Q1 2026 05

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$77M5.1M0.23%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$71M4.7M0.00%Q1 2026 07

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$70M4.7M0.03%Q1 2026 08

HAWK RIDGE CAPITAL MANAGEMENT LP

CIK 0001609074

$67M4.5M2.44%Q1 2026 09

Long Path Partners LP

CIK 0001905112

$66M4.4M30.08%Q1 2026 10

Spyglass Capital Management LLC

CIK 0001654344

$46M3.1M3.27%Q1 2026 11

Conestoga Capital Advisors, LLC

CIK 0001163744

$41M2.7M0.81%Q1 2026 12

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$36M2.5M0.02%Q1 2026 13

AMERICAN CAPITAL MANAGEMENT INC

CIK 0001320168

$36M2.4M1.91%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$35M2.3M0.01%Q1 2026 15

Clearbridge Investments, LLC

CIK 0001348883

$32M2.1M0.03%Q1 2026 16

MARSHALL WACE, LLP

CIK 0001318757

$32M1.2M0.03%Q4 2025 17

ALGEBRIS (UK) LTD

CIK 0001700286

$31M2.1M2.25%Q1 2026 18

STATE STREET CORP

CIK 0000093751

$31M2.1M0.00%Q1 2026 19

BAMCO INC /NY/

CIK 0001017918

$31M2.1M0.09%Q1 2026 20

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$29M1.9M0.00%Q1 2026

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