nCino, Inc. · Brief

Next report

31 days

Dec 2 · after closeest.Q3 FY27

Expected move

±10.9%implied · report alone

20.2225.14

straddle ±15.5%

spot 22.68exp Dec 18ATM strike 22.5ATM straddle 4.12IV 63%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY27±13.0%▲+3.36%×0.26

quarterimplied−15%0+15%realized×

Q2 FY27±13.0%▲+3.36%×0.26

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 2 report · est.

Bull2 of 3

12disclosed supplier and customer ties in SEC filingsSEC filings

+52.84%change in shares held by the largest reporting managers in the latest quarter13F · Jun 30 '26

Bear2

7 of 23largest reporting managers cutting their stake in the latest quarter13F · Jun 30 '26

33managers whose positions together make up most of the reported value13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

NCNO report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.