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Advisors Capital Management’s nCino NCNO Stock Holding History

Advisors Capital 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
Q2 		$1.24M Sell
75,725
-3,743
-5% -$61.4K 0.01% 324
2026
Q1 		$1.19M Buy
79,468
+170
+0.2% +$3.19K 0.01% 304
2025
Q4 		$2.03M Buy
79,298
+2,360
+3% +$59.9K 0.02% 276
2025
Q3 		$2.09M Buy
76,938
+2,266
+3% +$66.2K 0.03% 265
2025
Q2 		$2.09M Buy
74,672
+8,402
+13% +$210K 0.03% 252
2025
Q1 		$1.82M Buy
66,270
+479
+0.7% +$15.2K 0.03% 252
2024
Q4 		$2.21M Buy
65,791
+5,152
+8% +$192K 0.03% 251
2024
Q3 		$1.92M Sell
60,639
-1,305
-2% -$41.3K 0.03% 251
2024
Q2 		$1.95M Sell
61,944
-59
-0.1% -$1.84K 0.03% 253
2024
Q1 		$2.32M Buy
62,003
+6,611
+12% +$208K 0.04% 242
2023
Q4 		$1.86M Buy
55,392
+1,691
+3% +$50.3K 0.04% 256
2023
Q3 		$1.71M Sell
53,701
-214
-0.4% -$6.6K 0.04% 235
2023
Q2 		$1.62M Sell
53,915
-79,725
-60% -$2.03M 0.04% 234
2023
Q1 		$3.31M Buy
133,640
+34,721
+35% +$916K 0.09% 175
2022
Q4 		$2.62M Buy
98,919
+3,028
+3% +$85.2K 0.07% 196
2022
Q3 		$2.7M Sell
95,891
-44,223
-32% -$1.49M 0.07% 198
2022
Q2 		$4.33M Buy
140,114
+54,929
+64% +$1.94M 0.13% 152
2022
Q1 		$3.49M Buy
+85,185
New +$3.9M 0.1% 177
2021
Q4 		– Sell
-157,754
Closed -$11.2M – 434
2021
Q3 		$11.2M Buy
157,754
+17,925
+13% +$1.2M 0.34% 97
2021
Q2 		$8.38M Buy
139,829
+15,038
+12% +$947K 0.27% 109
2021
Q1 		$8.33M Buy
124,791
+50,934
+69% +$3.64M 0.29% 105
2020
Q4 		$5.35M Buy
73,857
+4,437
+6% +$343K 0.2% 130
2020
Q3 		$5.53M Buy
+69,420
New +$5.54M 0.26% 109

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisors Capital Management's NCNO Position: Q2 2026 in Review

Advisors Capital Management reduced its nCino (NCNO) stake by 4.7% in Q2 2026, selling an estimated $61.4K and leaving 75,725 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #324.

Advisors Capital Management first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.2M in Q3 2021. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Advisors Capital Management held 75,725 shares of nCino worth $1.24M as of Q2 2026.
  • Advisors Capital Management sold 3,743 nCino shares in Q2 2026, an estimated $61.4K.
  • nCino made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #324 holding.
  • Advisors Capital Management first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
  • Advisors Capital Management's nCino position peaked at $11.2M in Q3 2021.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.