Bullseye Asset Management’s nCino NCNO Stock Holding History

Bullseye Asset Management’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	$2.62M	Hold	175,147	–	–	1.52%	33
2025 Q4	$4.49M	Buy	175,147 +5,000	+3%	+$127K	2.42%	14
2025 Q3	$4.61M	Hold	170,147	–	–	2.42%	12
2025 Q2	$4.76M	Buy	170,147 +30,019	+21%	+$750K	2.37%	14
2025 Q1	$3.85M	Buy	140,128 +1,000	+0.7%	+$31.6K	2.08%	18
2024 Q4	$4.67M	Sell	139,128 -1,750	-1%	-$65.2K	2.2%	18
2024 Q3	$4.45M	Buy	140,878 +52,000	+59%	+$1.65M	2.05%	21
2024 Q2	$2.79M	Buy	88,878 +31,000	+54%	+$969K	1.37%	28
2024 Q1	$2.16M	Hold	57,878	–	–	1.02%	42
2023 Q4	$1.95M	Buy	57,878 +15,100	+35%	+$449K	0.93%	46
2023 Q3	$1.36M	Hold	42,778	–	–	0.76%	48
2023 Q2	$1.29M	Hold	42,778	–	–	0.65%	51
2023 Q1	$1.06M	Hold	42,778	–	–	0.54%	56
2022 Q4	$1.13M	Hold	42,778	–	–	0.61%	57
2022 Q3	$1.46M	Sell	42,778 -730	-2%	-$24.6K	0.85%	51
2022 Q2	$1.34M	Buy	+43,508	New	+$1.54M	0.76%	52
2021 Q4	–	Sell	-28,457	Closed	-$2.02M	–	98
2021 Q3	$2.02M	Sell	28,457 -164	-0.6%	-$10.9K	0.7%	50
2021 Q2	$1.72M	Buy	28,621 +5,000	+21%	+$315K	0.58%	68
2021 Q1	$1.57M	Hold	23,621	–	–	0.59%	69
2020 Q4	$1.71M	Buy	23,621 +14,639	+163%	+$1.13M	0.64%	61
2020 Q3	$716K	Buy	+8,982	New	+$717K	0.33%	87

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 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

Bullseye Asset Management's NCNO Position: Q1 2026 in Review

Bullseye Asset Management held its nCino (NCNO) position steady in Q1 2026 at 175,147 shares worth $2.62M. The position accounts for 1.52% of the portfolio, ranked #33.

Bullseye Asset Management first reported a position in NCNO in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.76M in Q2 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

Bullseye Asset Management held 175,147 shares of nCino worth $2.62M as of Q1 2026.
Bullseye Asset Management left its nCino share count unchanged in Q1 2026.
nCino made up 1.52% of Bullseye Asset Management's portfolio in Q1 2026, its #33 holding.
Bullseye Asset Management first reported a position in nCino in Q3 2020 and has held it in 21 quarters since.
Bullseye Asset Management's nCino position peaked at $4.76M in Q2 2025.
283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Bullseye Asset Management's 13F filing for Q1 2026, filed 14 May 2026.