49 Wealth Management’s nCino NCNO Stock Holding History

49 Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-40,000	Closed	-$1.26M	–	184
2024 Q3	$1.26M	Sell	40,000 -3,904	-9%	-$124K	0.21%	48
2024 Q2	$1.37M	Hold	43,904	–	–	0.27%	52
2024 Q1	$1.55M	Hold	43,904	–	–	0.33%	30
2023 Q4	$1.48M	Buy	+43,904	New	+$1.31M	0.38%	31

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

49 Wealth Management's NCNO Position: Q4 2024 in Review

49 Wealth Management sold out of nCino (NCNO) in Q4 2024, closing a stake of 40,000 shares — an estimated $1.26M sold.

49 Wealth Management first reported a position in NCNO in Q4 2023 and held it in 4 quarters. The position peaked at $1.55M in Q1 2024. 280 funds tracked by Wall St. Rank hold NCNO as of Q4 2024.

49 Wealth Management reported no remaining nCino position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 40,000 nCino shares in Q4 2024, an estimated $1.26M.
49 Wealth Management first reported a position in nCino in Q4 2023 and held it in 4 quarters.
49 Wealth Management's nCino position peaked at $1.55M in Q1 2024.
280 funds tracked by Wall St. Rank held nCino as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.