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Angeles Wealth Management’s nCino NCNO Stock Holding History

Angeles Wealth 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 		$275K Buy
18,337
+5,417
+42% +$102K 0.01% 341
2025
Q4 		$331K Buy
12,920
+2,195
+20% +$55.7K 0.02% 279
2025
Q3 		$291K Sell
10,725
-773
-7% -$22.6K 0.02% 262
2025
Q2 		$322K Buy
11,498
+4,096
+55% +$102K 0.02% 250
2025
Q1 		$203K Buy
7,402
+877
+13% +$27.7K 0.02% 280
2024
Q4 		$219K Buy
+6,525
New +$243K 0.02% 276

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

Angeles Wealth Management's NCNO Position: Q1 2026 in Review

Angeles Wealth Management increased its nCino (NCNO) stake by 42% in Q1 2026, buying an estimated $102K and bringing the position to 18,337 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #341.

Angeles Wealth Management first reported a position in NCNO in Q4 2024 and has held it in 6 quarters since. The position peaked at $331K in Q4 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Angeles Wealth Management held 18,337 shares of nCino worth $275K as of Q1 2026.
  • Angeles Wealth Management bought 5,417 nCino shares in Q1 2026, an estimated $102K.
  • nCino made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Angeles Wealth Management first reported a position in nCino in Q4 2024 and has held it in 6 quarters since.
  • Angeles Wealth Management's nCino position peaked at $331K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.