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Atria Investments’s nCino NCNO Stock Holding History

Atria Investments’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
Q2 		$176K Sell
10,749
-4,188
-28% -$68.7K ﹤0.01% 2070
2026
Q1 		$224K Sell
14,937
-1,772
-11% -$33.3K ﹤0.01% 1928
2025
Q4 		$428K Sell
16,709
-5,208
-24% -$132K ﹤0.01% 1542
2025
Q3 		$594K Sell
21,917
-3,992
-15% -$117K 0.01% 1334
2025
Q2 		$725K Buy
25,909
+5,642
+28% +$141K 0.01% 1218
2025
Q1 		$557K Sell
20,267
-4,446
-18% -$141K 0.01% 1294
2024
Q4 		$830K Sell
24,713
-4,781
-16% -$178K 0.01% 1079
2024
Q3 		$932K Sell
29,494
-11,998
-29% -$380K 0.01% 1003
2024
Q2 		$1.3M Sell
41,492
-6,093
-13% -$190K 0.02% 810
2024
Q1 		$1.78M Sell
47,585
-1,089
-2% -$34.3K 0.02% 705
2023
Q4 		$1.64M Buy
48,674
+824
+2% +$24.5K 0.03% 675
2023
Q3 		$1.52M Buy
47,850
+1,900
+4% +$58.6K 0.03% 672
2023
Q2 		$1.38M Buy
45,950
+3,873
+9% +$98.6K 0.03% 697
2023
Q1 		$1.04M Buy
+42,077
New +$1.11M 0.02% 791
2022
Q4 		– Sell
-31,132
Closed -$1.06M – 795
2022
Q3 		$1.06M Buy
+31,132
New +$1.05M 0.02% 703
2022
Q2 		– Sell
-34,683
Closed -$1.42M – 836
2022
Q1 		$1.42M Buy
34,683
+7,852
+29% +$360K 0.02% 700
2021
Q4 		$1.47M Sell
26,831
-4,295
-14% -$279K 0.03% 677
2021
Q3 		$2.21M Buy
31,126
+1,983
+7% +$132K 0.04% 486
2021
Q2 		$1.75M Buy
29,143
+204
+0.7% +$12.9K 0.03% 559
2021
Q1 		$1.93M Buy
28,939
+4,358
+18% +$311K 0.04% 462
2020
Q4 		$1.78M Buy
+24,581
New +$1.9M 0.04% 455

Other funds holding NCNO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Atria Investments's NCNO Position: Q2 2026 in Review

Atria Investments reduced its nCino (NCNO) stake by 28% in Q2 2026, selling an estimated $68.7K and leaving 10,749 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Atria Investments first reported a position in NCNO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.21M in Q3 2021. 56 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Atria Investments held 10,749 shares of nCino worth $176K as of Q2 2026.
  • Atria Investments sold 4,188 nCino shares in Q2 2026, an estimated $68.7K.
  • nCino made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2070 holding.
  • Atria Investments first reported a position in nCino in Q4 2020 and has held it in 21 quarters since.
  • Atria Investments's nCino position peaked at $2.21M in Q3 2021.
  • 56 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.