Bayforest Capital’s nCino NCNO Stock Holding History

Bayforest Capital’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	–	Sell	-8,142	Closed	-$122K	–	1120
2026 Q1	$122K	Buy	8,142 +1,411	+21%	+$26.5K	0.14%	295
2025 Q4	$173K	Buy	+6,731	New	+$171K	0.13%	325

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

Bayforest Capital's NCNO Position: Q2 2026 in Review

Bayforest Capital sold out of nCino (NCNO) in Q2 2026, closing a stake of 8,142 shares — an estimated $122K sold.

Bayforest Capital first reported a position in NCNO in Q4 2025 and held it in 2 quarters. The position peaked at $173K in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Bayforest Capital reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
Bayforest Capital sold 8,142 nCino shares in Q2 2026, an estimated $122K.
Bayforest Capital first reported a position in nCino in Q4 2025 and held it in 2 quarters.
Bayforest Capital's nCino position peaked at $173K in Q4 2025.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.