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Advisory Research’s nCino NCNO Stock Holding History

Advisory Research’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 		– Sell
-65,965
Closed -$1.69M – 147
2025
Q4 		$1.69M Sell
65,965
-17,703
-21% -$450K 0.21% 80
2025
Q3 		$2.27M Hold
83,668
– – 0.3% 74
2025
Q2 		$2.34M Sell
83,668
-10,405
-11% -$260K 0.36% 61
2025
Q1 		$2.58M Buy
94,073
+24,596
+35% +$778K 0.46% 53
2024
Q4 		$2.33M Buy
+69,477
New +$2.59M 0.39% 57

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 $5.72T 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 $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Advisory Research's NCNO Position: Q1 2026 in Review

Advisory Research sold out of nCino (NCNO) in Q1 2026, closing a stake of 65,965 shares — an estimated $1.69M sold.

Advisory Research first reported a position in NCNO in Q4 2024 and held it in 5 quarters. The position peaked at $2.58M in Q1 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Advisory Research reported no remaining nCino position as of Q1 2026 after selling out during the quarter.
  • Advisory Research sold 65,965 nCino shares in Q1 2026, an estimated $1.69M.
  • Advisory Research first reported a position in nCino in Q4 2024 and held it in 5 quarters.
  • Advisory Research's nCino position peaked at $2.58M in Q1 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.