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Bleakley Financial Group’s nCino NCNO Stock Holding History

Bleakley Financial 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
2026
Q1 		$457K Buy
30,525
+2,054
+7% +$38.6K 0.01% 649
2025
Q4 		$730K Sell
28,471
-46,142
-62% -$1.17M 0.01% 533
2025
Q3 		$2.02M Sell
74,613
-43
-0.1% -$1.26K 0.05% 290
2025
Q2 		$2.09M Sell
74,656
-178
-0.2% -$4.45K 0.05% 267
2025
Q1 		$2.06M Sell
74,834
-27
-0% -$854 0.07% 237
2024
Q4 		$2.51M Sell
74,861
-11
-0% -$410 0.08% 217
2024
Q3 		$2.37M Sell
74,872
-37,362
-33% -$1.18M 0.07% 226
2024
Q2 		$3.53M Buy
+112,234
New +$3.51M 0.1% 187

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

Bleakley Financial Group's NCNO Position: Q1 2026 in Review

Bleakley Financial Group increased its nCino (NCNO) stake by 7.2% in Q1 2026, buying an estimated $38.6K and bringing the position to 30,525 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #649.

Bleakley Financial Group first reported a position in NCNO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q2 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Bleakley Financial Group held 30,525 shares of nCino worth $457K as of Q1 2026.
  • Bleakley Financial Group bought 2,054 nCino shares in Q1 2026, an estimated $38.6K.
  • nCino made up 0.01% of Bleakley Financial Group's portfolio in Q1 2026, its #649 holding.
  • Bleakley Financial Group first reported a position in nCino in Q2 2024 and has held it in 8 quarters since.
  • Bleakley Financial Group's nCino position peaked at $3.53M in Q2 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.