Ncino, INC

Market Movers (8-K)

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NASDAQ
nCino announced robust financial results for its first quarter of fiscal year 2027, demonstrating significant year-over-year growth in total and subscription revenues, alongside substantial improvements in operating margins.
Better than expected
NASDAQ
nCino, a banking solutions provider, reported strong Q4 and full-year fiscal 2026 results, surpassing financial guidance, and announced a new $100 million accelerated share repurchase program funded by a $200 million term loan.
Capital raise
Better than expected
NASDAQ
nCino's Board of Directors has authorized a new stock repurchase program of up to $100 million, signaling confidence in its business and commitment to shareholder value.
Better than expected
NASDAQ
nCino reported strong third-quarter fiscal year 2026 financial results, exceeding expectations with double-digit revenue growth and significant margin expansion, while also appointing two new directors with deep AI and product innovation expertise to its Board.
Better than expected
NASDAQ
nCino, a leading provider of intelligent banking solutions, reported strong second-quarter fiscal year 2026 financial results, surpassing guidance for revenues and non-GAAP operating income, and raising its full-year financial outlook.
Better than expected
NASDAQ
nCino, Inc. announced that its stockholders overwhelmingly approved a proposal to declassify its Board of Directors, transitioning to annual director elections, alongside other key governance matters at its Annual Meeting held on June 18, 2025.

Quarterly Earnings (10-Q)

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NASDAQ
nCino reports a 10.6% revenue increase to $159.4 million and net income of $15.0 million for the first quarter of fiscal 2027.
NASDAQ
nCino, Inc. reported a net income of $6.5 million for the three months ended October 31, 2025, marking a significant turnaround from a net loss in the prior year, driven by subscription revenue growth and strategic acquisitions.
Better than expected
Capital raise
NASDAQ
nCino, Inc. announced its second-quarter results for fiscal year 2026, showcasing revenue growth driven by subscriptions and strategic acquisitions, alongside a significant restructuring plan and share repurchase program.
Capital raise
NASDAQ
nCino, Inc. reported a significant financial turnaround in the first quarter of fiscal year 2026, achieving net income of $5.6 million on a 12.5% increase in total revenues, while also announcing a 7% workforce reduction and initiating a $100 million share repurchase program.
Capital raise
Better than expected
NASDAQ
nCino's third quarter fiscal 2025 results show continued revenue growth, driven by subscription services, alongside strategic acquisitions aimed at expanding their market presence and product offerings.
Better than expected
NASDAQ
nCino's Q2 2025 results show continued revenue growth, driven by subscription services, alongside strategic acquisitions aimed at expanding their product offerings.
Better than expected

Annual Reports (10-K)

NASDAQ
nCino, a cloud banking leader, reported its first GAAP net income in fiscal 2026, driven by strong subscription revenue growth and strategic investments in AI and acquisitions.
Capital raise
Better than expected
NASDAQ
nCino's FY25 results highlight a strategic shift towards AI integration and platform expansion, with a focus on serving financial institutions globally.
NASDAQ
nCino's latest 10-K filing highlights revenue growth driven by subscription services and strategic acquisitions, alongside ongoing investments in innovation and international expansion.

Insider Trading (Form 4)

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NASDAQ
Jeanette Sellers, SVP of Accounting of nCino, Inc., sold 2,423 shares of common stock on August 4, 2026.
NASDAQ
April Rieger, Chief Lgl. & Admin Ofc., Sec of nCino, Inc., sold 7,852 shares of common stock on August 4, 2026 for $19.22 per share.
NASDAQ
Gregory Orenstein, CFO & Treasurer of nCino, Inc., sold 11,780 shares of common stock on August 4, 2026 for $19.22 per share.
NASDAQ
Pierre Naude, a Director of nCino, Inc., sold 4,677 shares of common stock on August 4, 2026 for $19.22 per share.
NASDAQ
Sean Desmond, CEO & President and a Director of nCino, Inc., sold 40,490 shares of common stock on August 4, 2026.
NASDAQ
nCino, Inc. CEO Sean Desmond reported transactions involving the exercise of stock options and sale of common stock, executed under a pre-arranged Rule 10b5-1 trading plan.

Proxy Statements (Def-14A)

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NASDAQ
nCino, Inc. announces its 2026 Annual Meeting of Stockholders to address director elections, auditor ratification, executive compensation, and a key corporate governance amendment for director removal.
Worse than expected
NASDAQ
nCino, Inc. announces its 2025 Annual Meeting of Stockholders to be held virtually on June 18, 2025, featuring proposals including director elections, auditor ratification, executive compensation approval, and board declassification.
NASDAQ
nCino, Inc. is set to hold its 2025 annual meeting where stockholders will vote on key proposals, including the declassification of the board and executive compensation, following recent leadership transitions.
NASDAQ
nCino files a proxy supplement to correct an error on the proxy card related to director elections, providing stockholders with revised voting options.
NASDAQ
nCino amends its proxy statement to clarify the voting requirements for Proposal Four regarding officer exculpation and the impact of broker non-votes.
NASDAQ
nCino, Inc. announces its 2024 Annual Meeting of Stockholders to be held virtually on June 20, 2024, with voting open until June 19, 2024.

Schedule 13D - Activist Investments

NASDAQ
HMI Capital Partners, L.P. and related entities have reported transactions in nCino, Inc. common stock, adjusting their beneficial ownership to 4.6%.
NASDAQ
HMI Capital, a significant shareholder in nCino, Inc., has entered into a cooperation agreement with the company, leading to the appointment of Justin C. Nyweide to nCino's Board of Directors.

Schedule 13G - Passive Investments

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NASDAQ
AQR Capital Management entities report a significant beneficial ownership stake in nCino, Inc., indicating a shift in their investment position.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 7.26% in nCino Inc., holding over 7.9 million shares.
NASDAQ
Kayne Anderson Rudnick Investment Management, LLC has filed a Schedule 13G, disclosing beneficial ownership of 5,140,656 shares, representing 4.5% of nCino Inc.'s common stock.
NASDAQ
Capital International Investors has filed a Schedule 13G amendment, reporting 0 shares beneficially owned and 0.0% of the class of Ncino, Inc. common stock.
NASDAQ
Senvest Management, LLC and Richard Mashaal have reported a 5% beneficial ownership stake in nCino, Inc. common stock.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 6.08% in nCino Inc. common stock as of March 31, 2026.