Bank of Montreal
NCNO icon

Bank of Montreal’s nCino NCNO Stock Holding History

Bank of Montreal’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 		$25M Buy
+1,666,322
New +$31.3M 0.01% 773
2025
Q1 		– Sell
-1,087
Closed -$36.5K – 3655
2024
Q4 		$36.5K Buy
+1,087
New +$40.5K ﹤0.01% 3163
2024
Q3 		– Sell
-41,551
Closed -$1.31M – 4114
2024
Q2 		$1.31M Buy
+41,551
New +$1.3M ﹤0.01% 1884
2024
Q1 		– Sell
-714
Closed -$24.5K – 4189
2023
Q4 		$24.5K Buy
+714
New +$21.2K ﹤0.01% 3701
2023
Q1 		– Sell
-47,427
Closed -$1.26M – 4051
2022
Q4 		$1.26M Buy
+47,427
New +$1.33M ﹤0.01% 2043
2021
Q2 		– Sell
-848
Closed -$60K – 4493
2021
Q1 		$60K Buy
848
+820
+2,929% +$58.5K ﹤0.01% 3619
2020
Q4 		$1K Buy
28
+21
+300% +$1.62K ﹤0.01% 4876
2020
Q3 		$0 Buy
+7
New +$559 ﹤0.01% 4874

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 $6.73T AUM 46.02% 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 $235M AUM 22.51% 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

Bank of Montreal's NCNO Position: Q1 2026 in Review

Bank of Montreal opened a new position in nCino (NCNO) in Q1 2026: 1,666,322 shares worth $25M. The stake represents 0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in NCNO as recently as Q4 2024.

Bank of Montreal first reported a position in NCNO in Q3 2020 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Bank of Montreal held 1,666,322 shares of nCino worth $25M as of Q1 2026.
  • nCino was a new Bank of Montreal position in Q1 2026.
  • nCino made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #773 holding.
  • Bank of Montreal first reported a position in nCino in Q3 2020 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.