AF
NCNO icon

Allworth Financial’s nCino NCNO Stock Holding History

Allworth Financial’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 		$52K Buy
3,470
+3,405
+5,238% +$64K ﹤0.01% 2296
2025
Q4 		$1.67K Sell
65
-106
-62% -$2.69K ﹤0.01% 4196
2025
Q3 		$4.64K Buy
171
+49
+40% +$1.43K ﹤0.01% 3600
2025
Q2 		$3.41K Buy
+122
New +$3.05K ﹤0.01% 3470
2024
Q4 		– Sell
-321
Closed -$10.1K – 4017
2024
Q3 		$10.1K Sell
321
-10
-3% -$317 ﹤0.01% 2248
2024
Q2 		$10.6K Buy
331
+325
+5,417% +$10.2K ﹤0.01% 2197
2024
Q1 		$225 Buy
+6
New +$189 ﹤0.01% 3434
2023
Q4 		– Sell
-97
Closed -$3.08K – 3565
2023
Q3 		$3.08K Sell
97
-60
-38% -$1.85K ﹤0.01% 2342
2023
Q2 		$4.73K Sell
157
-88
-36% -$2.24K ﹤0.01% 2123
2023
Q1 		$6.07K Buy
245
+229
+1,431% +$6.04K ﹤0.01% 1966
2022
Q4 		$423 Buy
16
+9
+129% +$253 ﹤0.01% 2674
2022
Q3 		$0 Buy
+7
New +$236 ﹤0.01% 2944

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