AssetMark Inc’s nCino NCNO Stock Holding History

AssetMark Inc’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	-5	Closed	-$128	–	3543
2025 Q4	$128	Sell	5 -11	-69%	-$279	﹤0.01%	3291
2025 Q3	$434	Hold	16	–	–	﹤0.01%	2948
2025 Q2	$448	Buy	+16	New	+$400	﹤0.01%	2760

Other funds holding NCNO

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

AssetMark Inc's NCNO Position: Q1 2026 in Review

AssetMark Inc sold out of nCino (NCNO) in Q1 2026, closing a stake of 5 shares — an estimated $128 sold.

AssetMark Inc first reported a position in NCNO in Q2 2025 and held it in 3 quarters. The position peaked at $448 in Q2 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

AssetMark Inc reported no remaining nCino position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 5 nCino shares in Q1 2026, an estimated $128.
AssetMark Inc first reported a position in nCino in Q2 2025 and held it in 3 quarters.
AssetMark Inc's nCino position peaked at $448 in Q2 2025.
283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.