Capstone Investment Advisors
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Capstone Investment Advisors’s nCino NCNO Stock Holding History

Capstone Investment Advisors’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
2024
Q1 		– Sell
-8,583
Closed -$289K – 2475
2023
Q4 		$289K Sell
8,583
-1,216
-12% -$36.2K ﹤0.01% 1614
2023
Q3 		$312K Buy
+9,799
New +$302K ﹤0.01% 1574

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Capstone Investment Advisors's NCNO Position: Q1 2024 in Review

Capstone Investment Advisors sold out of nCino (NCNO) in Q1 2024, closing a stake of 8,583 shares — an estimated $289K sold.

Capstone Investment Advisors first reported a position in NCNO in Q3 2023 and held it in 2 quarters. The position peaked at $312K in Q3 2023. 228 funds tracked by Wall St. Rank hold NCNO as of Q1 2024.

  • Capstone Investment Advisors reported no remaining nCino position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,583 nCino shares in Q1 2024, an estimated $289K.
  • Capstone Investment Advisors first reported a position in nCino in Q3 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's nCino position peaked at $312K in Q3 2023.
  • 228 funds tracked by Wall St. Rank held nCino as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.