Azora Capital LP’s nCino NCNO Stock Holding History

Azora Capital LP’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	$18M	Buy	+1,101,641	New	+$18.1M	0.76%	37
2025 Q4	–	Sell	-1,144,472	Closed	-$31M	–	65
2025 Q3	$31M	Buy	1,144,472 +579,680	+103%	+$16.9M	1.44%	27
2025 Q2	$15.8M	Buy	564,792 +434,468	+333%	+$10.9M	0.71%	37
2025 Q1	$3.58M	Buy	+130,324	New	+$4.12M	0.24%	37
2024 Q4	–	Sell	-2,058,002	Closed	-$65M	–	68
2024 Q3	$65M	Sell	2,058,002 -286,006	-12%	-$9.05M	3.5%	10
2024 Q2	$73.7M	Buy	2,344,008 +1,706,118	+267%	+$53.3M	3.39%	10
2024 Q1	$23.8M	Sell	637,890 -215,409	-25%	-$6.78M	1.73%	26
2023 Q4	$28.7M	Sell	853,299 -308,413	-27%	-$9.18M	2.47%	15
2023 Q3	$36.9M	Buy	1,161,712 +640,809	+123%	+$19.8M	3.95%	8
2023 Q2	$15.7M	Buy	+520,903	New	+$13.3M	2.84%	15
2022 Q4	–	Sell	-47,096	Closed	-$1.61M	–	41
2022 Q3	$1.61M	Buy	+47,096	New	+$1.59M	0.24%	40
2021 Q1	–	Sell	-133,725	Closed	-$9.68M	–	49
2020 Q4	$9.68M	Buy	133,725 +54,580	+69%	+$4.22M	0.88%	35
2020 Q3	$6.31M	Buy	+79,145	New	+$6.32M	0.79%	32

Other funds holding NCNO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

HCM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Azora Capital LP's NCNO Position: Q2 2026 in Review

Azora Capital LP opened a new position in nCino (NCNO) in Q2 2026: 1,101,641 shares worth $18M. The stake represents 0.76% of the portfolio and ranks #37 among its holdings. This is a return to the name: Azora Capital LP previously reported a position in NCNO as recently as Q3 2025.

Azora Capital LP first reported a position in NCNO in Q3 2020 and has held it in 13 quarters since. The position peaked at $73.7M in Q2 2024. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Azora Capital LP held 1,101,641 shares of nCino worth $18M as of Q2 2026.
nCino was a new Azora Capital LP position in Q2 2026.
nCino made up 0.76% of Azora Capital LP's portfolio in Q2 2026, its #37 holding.
Azora Capital LP first reported a position in nCino in Q3 2020 and has held it in 13 quarters since.
Azora Capital LP's nCino position peaked at $73.7M in Q2 2024.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.