CFO
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Callan Family Office’s nCino NCNO Stock Holding History

Callan Family Office’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 		$479K Buy
31,974
+7,890
+33% +$148K 0.01% 783
2025
Q4 		$618K Buy
24,084
+16,693
+226% +$424K 0.01% 703
2025
Q3 		$200K Sell
7,391
-15,204
-67% -$444K 0.01% 825
2025
Q2 		$632K Buy
+22,595
New +$564K 0.02% 515

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

Callan Family Office's NCNO Position: Q1 2026 in Review

Callan Family Office increased its nCino (NCNO) stake by 33% in Q1 2026, buying an estimated $148K and bringing the position to 31,974 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #783.

Callan Family Office first reported a position in NCNO in Q2 2025 and has held it in 4 quarters since. The position peaked at $632K in Q2 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Callan Family Office held 31,974 shares of nCino worth $479K as of Q1 2026.
  • Callan Family Office bought 7,890 nCino shares in Q1 2026, an estimated $148K.
  • nCino made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #783 holding.
  • Callan Family Office first reported a position in nCino in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's nCino position peaked at $632K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.