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
Q2 		$77M Buy
4,710,565
+3,044,243
+183% +$50M 0.03% 462
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

Bank of Montreal's NCNO Position: Q2 2026 in Review

Bank of Montreal increased its nCino (NCNO) stake by 183% in Q2 2026, buying an estimated $50M and bringing the position to 4,710,565 shares worth $77M. The position accounts for 0.03% of the portfolio, ranked #462.

Bank of Montreal first reported a position in NCNO in Q3 2020 and has held it in 9 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Bank of Montreal held 4,710,565 shares of nCino worth $77M as of Q2 2026.
  • Bank of Montreal bought 3,044,243 nCino shares in Q2 2026, an estimated $50M.
  • nCino made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #462 holding.
  • Bank of Montreal first reported a position in nCino in Q3 2020 and has held it in 9 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.