恩西诺软件 NCNO
$22.67 −$0.54 (-2.33%)
休市 · Nov 8, 5:10 am ET · 最新盘后价 $22.67 0.00%
开盘$22.61
昨收$23.21
当日区间$22.37 – $22.81
成交量1.59M
市值$2.40B
市盈率（TTM）73.1
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例128.4%-1.05 个百分点，较上季度
持仓机构数348-1 ，较上季度
内部人近期交易14次买入 / 36次卖出净卖出
空头持仓比例17.83% 占流通股回补天数 11.0 · 截至 15 Oct 2026
卖空成交量占比19.5%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$19.35M（4个净流入日，16个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有34.4%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从17.05%升至17.83%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| AQR Capital Management | Hedge Fund | 2026/Q3 | +4,625,516 | 6.7% |
| Bank of America Corporation | Public Company | 2026/Q3 | +4,172,999 | 4.7% |
| BlackRock | Mutual Fund | 2026/Q3 | +3,380,716 | 8.5% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +3,066,030 | 3.5% |
| Burgundy Asset Management Ltd. | Mutual Fund | 2026/Q3 | +3,039,538 | 4.4% |
| Wellington Management Group | Mutual Fund | 2026/Q3 | +3,014,228 | 2.9% |
| American Capital Management, Inc. | Mutual Fund | 2026/Q3 | +2,732,143 | 4.8% |
| Senvest Management, LLC | Hedge Fund | 2026/Q3 | +2,017,728 | 6.9% |
| Lead Edge Capital Management, LLC | VC/PE Fund | 2026/Q3 | +1,975,090 | 3.5% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +1,949,038 | 2.0% |
| ClearBridge Investments, LLC | Mutual Fund | 2026/Q3 | +1,799,930 | 3.7% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +1,153,591 | 1.2% |
| Azora Capital LP | Hedge Fund | 2026/Q3 | +1,101,641 | 1.0% |
| Arrowstreet Capital, Limited Partnership | Mutual Fund | 2026/Q3 | +1,056,539 | 1.6% |
| Quantinno Capital Management LP | Mutual Fund | 2026/Q3 | +957,343 | 1.2% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 22 Oct 2026 | Sean Desmond | Chief Executive Officer | Derivative Exercise and Retained | +59,320 | $4.98 | 1,290,400 |
| 8 Oct 2026 | Sean Desmond | Chief Executive Officer | Derivative Exercise and Sale | -43,992 | $19.90 | 1,231,080 |
| 4 Oct 2026 | Sean Desmond | Chief Customer Success Officer | Intent to Sell (Form 144) | -8,064 | $18.69 | – |
| 4 Oct 2026 | Sean Desmond | Chief Executive Officer | Derivative Exercise and Sale | -8,064 | $18.69 | 1,231,080 |
| 14 Sep 2026 | April Rieger | Chief Legal & Administrative Officer and Corporate Secretary | Open Market Disposition | -6,098 | $21.98 | 84,428 |
| 2 Sep 2026 | Sean Desmond | Chief Executive Officer | Derivative Exercise and Sale | -8,064 | $23.66 | 1,231,080 |
| 26 Aug 2026 | Jeanette Sellers | Vice President of Accounting | Open Market Disposition | -690 | $22.71 | 47,763 |
| 4 Aug 2026 | Sean Desmond | Chief Executive Officer | Derivative Exercise and Sale | -8,064 | $19.53 | 1,231,080 |
| 4 Aug 2026 | Jeanette Sellers | Vice President of Accounting | Automatic Disposition | -1,536 | $19.53 | 48,453 |
| 4 Aug 2026 | Sean Desmond | Chief Executive Officer | Open Market Disposition | -32,426 | $19.53 | 1,231,080 |
| 3 Aug 2026 | Pierre Naude | Chairperson | Open Market Disposition | -4,677 | $19.22 | 1,116,707 |
| 3 Aug 2026 | Gregory Orenstein | Chief Financial Officer | Open Market Disposition | -11,780 | $19.22 | 690,513 |
| 3 Aug 2026 | Sean Desmond | Chief Executive Officer | Intent to Sell (Form 144) | -28,675 | $19.22 | – |
| 3 Aug 2026 | Jeanette Sellers | Vice President of Accounting | Open Market Disposition | -887 | $19.22 | 48,453 |
| 3 Aug 2026 | April Rieger | Chief Legal & Administrative Officer and Corporate Secretary | Open Market Disposition | -7,852 | $19.22 | 76,614 |
| 5 Jul 2026 | Sean Desmond | Chief Executive Officer | Derivative Exercise and Sale | -8,064 | $17.47 | 1,262,492 |
| 17 Jun 2026 | William Ruh | Independent Director | Other Acquisition | +12,911 | – | 12,911 |
| 17 Jun 2026 | Jonathan Doyle | Independent Director | Other Acquisition | +12,911 | – | 89,836 |
| 17 Jun 2026 | Justin Nyweide | Lead Independent Director | Other Acquisition | +12,911 | – | 17,021 |
| 17 Jun 2026 | Pierre Naude | Chairperson | Other Acquisition | +12,911 | – | 1,121,384 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 18,851,212 | 17.8% | 11.0 |
| 30 Sep 2026 | 19,919,551 | 18.8% | 8.8 |
| 15 Sep 2026 | 19,133,922 | 18.1% | 8.1 |
| 31 Aug 2026 | 18,999,119 | 18.0% | 6.1 |
| 14 Aug 2026 | 18,281,608 | 16.7% | 9.9 |
| 31 Jul 2026 | 18,674,070 | 17.0% | 8.5 |
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