AAM
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Advisors Asset Management’s nCino NCNO Stock Holding History

Advisors Asset 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
2026
Q1 		$16.6K Sell
1,111
-11
-1% -$207 ﹤0.01% 1363
2025
Q4 		$28.8K Sell
1,122
-11
-1% -$279 ﹤0.01% 1334
2025
Q3 		$30.7K Buy
1,133
+6
+0.5% +$175 ﹤0.01% 1325
2025
Q2 		$31.5K Buy
1,127
+458
+68% +$11.4K ﹤0.01% 1315
2025
Q1 		$18.4K Buy
+669
New +$21.2K ﹤0.01% 1369
2024
Q3 		– Sell
-612
Closed -$19.2K – 1492
2024
Q2 		$19.2K Sell
612
-247
-29% -$7.72K ﹤0.01% 1367
2024
Q1 		$32.1K Sell
859
-166
-16% -$5.23K ﹤0.01% 1326
2023
Q4 		$34.5K Sell
1,025
-339
-25% -$10.1K ﹤0.01% 1320
2023
Q3 		$43.4K Sell
1,364
-400
-23% -$12.3K ﹤0.01% 1294
2023
Q2 		$53.1K Sell
1,764
-251
-12% -$6.39K ﹤0.01% 1271
2023
Q1 		$49.9K Sell
2,015
-1,175
-37% -$31K ﹤0.01% 1306
2022
Q4 		$84.3K Sell
3,190
-654
-17% -$18.4K ﹤0.01% 1274
2022
Q3 		$131K Buy
3,844
+84
+2% +$2.83K ﹤0.01% 1218
2022
Q2 		$116K Buy
3,760
+331
+10% +$11.7K ﹤0.01% 1261
2022
Q1 		$141K Buy
3,429
+1,111
+48% +$50.9K ﹤0.01% 1302
2021
Q4 		$127K Buy
2,318
+1,591
+219% +$103K ﹤0.01% 1337
2021
Q3 		$52K Buy
+727
New +$48.5K ﹤0.01% 1364

Other funds holding NCNO

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return