Vanguard's 5% stake is consistent with passive index fund management and does not signal a strategic view. Monitor future 13G amendments for any material changes in position size, but no near-term catalyst is expected from this filing.
Price Chart
Executive Summary
Vanguard Capital Management disclosed a 5.0% passive stake in nCino, Inc. via Schedule 13G, reporting 5,295,879 shares of common stock as of September 30, 2026. This is a new filing for Vanguard, which previously did not appear as a 5% holder in the cross-filing context. The disclosure is routine for a large index fund manager and does not indicate activist intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management filed Schedule 13G on October 30, 2026, reporting beneficial ownership of 5,295,879 shares of nCino common stock.
- The stake represents 5.0% of shares outstanding, crossing the 5% threshold for passive disclosure.
- The filing certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
- This is a new 13G filing for Vanguard; prior 13G filings for nCino were by Kayne Anderson Rudnick, Capital International Investors, and Senvest Management.
Financial Impact
Stake valued at approximately $120 million based on market cap of $2.4B and 5.0% ownership.
Risk Factors
- No activist or control intent indicated; passive filing limits read-through.
- Stake size is at the threshold; a reduction below 5% would not require disclosure.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001651 |
| Document: 0002100119-26-001651-index.html | 0002100119-26-001651 |
| Document: 0002100119-26-001651.txt | 0002100119-26-001651 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $22.54 | awaiting T+60 | awaiting T+60 | $22.68 (+0.64%) |
Oct 9, 2026 23d ago | 144 | $19.73 | awaiting T+60 | awaiting T+60 | $22.68 (+14.95%) |
Oct 5, 2026 27d ago | 144 | $19.28 | awaiting T+60 | awaiting T+60 | $22.68 (+17.63%) |
Sep 8, 2026 7w ago | Insider Cluster | $21.73 | awaiting T+60 | awaiting T+60 | $22.68 (+4.37%) |
Sep 3, 2026 8w ago | 144 | $23.63 | awaiting T+60 | awaiting T+60 | $22.68 (−4.02%) |
Aug 25, 2026 9w ago | Press Release | $21.51 | awaiting T+60 | awaiting T+60 | $22.68 (+5.44%) |
Aug 6, 2026 12w ago | Insider Cluster | $19.17 | awaiting T+60 | awaiting T+60 | $22.68 (+18.31%) |
Aug 6, 2026 12w ago | Insider Cluster | $19.17 | awaiting T+60 | awaiting T+60 | $22.68 (+18.31%) |
Aug 5, 2026 12w ago | 144 | $19.23 $22.45 | ▲ +16.74% | ▲ +16.80% | $22.68 (+17.94%) |
Aug 5, 2026 12w ago | 144 | $19.23 $22.45 | ▲ +16.74% | ▲ +16.80% | $22.68 (+17.94%) |
US Market Status
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