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
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	4.21%	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	2.6%	15
2023 Q3	$36.9M	Buy	1,161,712 +640,809	+123%	+$19.8M	4.07%	8
2023 Q2	$15.7M	Buy	+520,903	New	+$13.3M	3.2%	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	0.89%	35
2020 Q3	$6.31M	Buy	+79,145	New	+$6.32M	0.83%	32

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return