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Bell Investment Advisors’s nCino NCNO Stock Holding History

Bell Investment Advisors’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 		$4.51K Buy
+301
New +$5.66K ﹤0.01% 1003
2025
Q2 		– Sell
-20
Closed -$550 – 1953
2025
Q1 		$550 Sell
20
-82
-80% -$2.59K ﹤0.01% 1720
2024
Q4 		$3.43K Hold
102
– – ﹤0.01% 1114
2024
Q3 		$3.22K Hold
102
– – ﹤0.01% 1148
2024
Q2 		$3.21K Hold
102
– – ﹤0.01% 1135
2024
Q1 		$3.81K Sell
102
-17
-14% -$535 ﹤0.01% 1057
2023
Q4 		$4K Buy
119
+82
+222% +$2.44K ﹤0.01% 990
2023
Q3 		$1.18K Sell
37
-5
-12% -$154 ﹤0.01% 1503
2023
Q2 		$1.27K Buy
42
+22
+110% +$560 ﹤0.01% 1514
2023
Q1 		$496 Sell
20
-40
-67% -$1.05K ﹤0.01% 1835
2022
Q4 		$1.59K Buy
60
+28
+88% +$788 ﹤0.01% 1408
2022
Q3 		$1K Buy
+32
New +$1.08K ﹤0.01% 1492
2021
Q4 		$0 Sell
9
-26
-74% -$1.69K ﹤0.01% 1894
2021
Q3 		$2K Buy
+35
New +$2.33K ﹤0.01% 1111

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 $5.72T AUM 30.48% 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 $220M AUM 25.96% 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

Bell Investment Advisors's NCNO Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in nCino (NCNO) in Q1 2026: 301 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in NCNO as recently as Q1 2025.

Bell Investment Advisors first reported a position in NCNO in Q3 2021 and has held it in 14 quarters since. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Bell Investment Advisors held 301 shares of nCino worth $4.51K as of Q1 2026.
  • nCino was a new Bell Investment Advisors position in Q1 2026.
  • nCino made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1003 holding.
  • Bell Investment Advisors first reported a position in nCino in Q3 2021 and has held it in 14 quarters since.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.