BWG
NCNO icon

Berry Wealth Group’s nCino NCNO Stock Holding History

Berry Wealth Group’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
Q1 		– Sell
-8,207
Closed -$276K – 108
2024
Q4 		$276K Buy
8,207
+400
+5% +$14.9K 0.2% 65
2024
Q3 		$247K Buy
+7,807
New +$247K 0.18% 76

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Berry Wealth Group's NCNO Position: Q1 2025 in Review

Berry Wealth Group sold out of nCino (NCNO) in Q1 2025, closing a stake of 8,207 shares — an estimated $276K sold.

Berry Wealth Group first reported a position in NCNO in Q3 2024 and held it in 2 quarters. The position peaked at $276K in Q4 2024. 275 funds tracked by Wall St. Rank hold NCNO as of Q1 2025.

  • Berry Wealth Group reported no remaining nCino position as of Q1 2025 after selling out during the quarter.
  • Berry Wealth Group sold 8,207 nCino shares in Q1 2025, an estimated $276K.
  • Berry Wealth Group first reported a position in nCino in Q3 2024 and held it in 2 quarters.
  • Berry Wealth Group's nCino position peaked at $276K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held nCino as of Q1 2025.

Based on Berry Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.