CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s nCino NCNO Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$1.96M Buy
119,671
+17,142
+17% +$281K ﹤0.01% 1312
2026
Q1 		$1.54M Buy
102,529
+10,114
+11% +$190K ﹤0.01% 1345
2025
Q4 		$2.37M Buy
92,415
+29,668
+47% +$753K ﹤0.01% 1008
2025
Q3 		$1.7M Buy
62,747
+743
+1% +$21.7K ﹤0.01% 1107
2025
Q2 		$1.73M Buy
62,004
+5,906
+11% +$148K ﹤0.01% 1045
2025
Q1 		$1.54M Sell
56,098
-8,086
-13% -$256K ﹤0.01% 1042
2024
Q4 		$2.16M Sell
64,184
-39,605
-38% -$1.47M 0.01% 856
2024
Q3 		$3.28M Buy
103,789
+6,751
+7% +$214K 0.01% 662
2024
Q2 		$3.05M Buy
97,038
+135
+0.1% +$4.22K 0.01% 660
2024
Q1 		$3.62M Sell
96,903
-14,625
-13% -$461K 0.01% 584
2023
Q4 		$3.75M Sell
111,528
-3,840
-3% -$114K 0.01% 659
2023
Q3 		$3.67M Buy
115,368
+354
+0.3% +$10.9K 0.01% 626
2023
Q2 		$3.46M Sell
115,014
-35,462
-24% -$903K 0.01% 625
2023
Q1 		$3.73M Buy
150,476
+2,534
+2% +$66.8K 0.02% 541
2022
Q4 		$3.91M Buy
147,942
+116,239
+367% +$3.27M 0.02% 502
2022
Q3 		$1.08M Sell
31,703
-4,400
-12% -$148K 0.01% 882
2022
Q2 		$1.12M Buy
36,103
+278
+0.8% +$9.82K 0.01% 784
2022
Q1 		$1.47M Buy
35,825
+10,335
+41% +$473K 0.01% 691
2021
Q4 		$1.4M Buy
25,490
+7,848
+44% +$509K 0.01% 679
2021
Q3 		$1.25M Buy
17,642
+12,808
+265% +$854K 0.01% 661
2021
Q2 		$290K Buy
4,834
+4,341
+881% +$274K ﹤0.01% 1299
2021
Q1 		$33K Buy
493
+293
+147% +$20.9K ﹤0.01% 2686
2020
Q4 		$14K Buy
200
+100
+100% +$7.73K ﹤0.01% 2432
2020
Q3 		$8K Buy
+100
New +$7.98K ﹤0.01% 2373

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CAPTRUST Financial Advisors's NCNO Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its nCino (NCNO) stake by 17% in Q2 2026, buying an estimated $281K and bringing the position to 119,671 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

CAPTRUST Financial Advisors first reported a position in NCNO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.91M in Q4 2022. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • CAPTRUST Financial Advisors held 119,671 shares of nCino worth $1.96M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 17,142 nCino shares in Q2 2026, an estimated $281K.
  • nCino made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1312 holding.
  • CAPTRUST Financial Advisors first reported a position in nCino in Q3 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's nCino position peaked at $3.91M in Q4 2022.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.