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Advisory Services Network’s nCino NCNO Stock Holding History

Advisory Services Network’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 		$41.2K Buy
+2,750
New +$51.7K ﹤0.01% 2739
2025
Q4 		– Sell
-2,415
Closed -$65.5K – 3387
2025
Q3 		$65.5K Buy
+2,415
New +$70.6K ﹤0.01% 2291
2024
Q1 		– Sell
-5,077
Closed -$171K – 2853
2023
Q4 		$171K Buy
+5,077
New +$151K ﹤0.01% 1364
2023
Q2 		– Sell
-5,545
Closed -$137K – 2829
2023
Q1 		$137K Buy
5,545
+1,633
+42% +$43.1K ﹤0.01% 1478
2022
Q4 		$103K Buy
+3,912
New +$110K ﹤0.01% 1598
2022
Q2 		– Sell
-6,416
Closed -$263K – 1451
2022
Q1 		$263K Buy
+6,416
New +$294K 0.01% 1211
2021
Q3 		– Sell
-450
Closed -$27K – 2566
2021
Q2 		$27K Buy
+450
New +$28.4K ﹤0.01% 2340
2020
Q4 		– Sell
-13
Closed -$1K – 3575
2020
Q3 		$1K Buy
+13
New +$1.04K ﹤0.01% 3353

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