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 Q2	$2.88M	Buy	176,279 +1,132	+0.6%	+$18.6K	1.47%	35
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

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

Bullseye Asset Management's NCNO Position: Q2 2026 in Review

Bullseye Asset Management increased its nCino (NCNO) stake by 0.65% in Q2 2026, buying an estimated $18.6K and bringing the position to 176,279 shares worth $2.88M. The position accounts for 1.47% of the portfolio, ranked #35.

Bullseye Asset Management first reported a position in NCNO in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.76M in Q2 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Bullseye Asset Management held 176,279 shares of nCino worth $2.88M as of Q2 2026.
Bullseye Asset Management bought 1,132 nCino shares in Q2 2026, an estimated $18.6K.
nCino made up 1.47% of Bullseye Asset Management's portfolio in Q2 2026, its #35 holding.
Bullseye Asset Management first reported a position in nCino in Q3 2020 and has held it in 22 quarters since.
Bullseye Asset Management's nCino position peaked at $4.76M in Q2 2025.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Bullseye Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.