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
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

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

CAPTRUST Financial Advisors's NCNO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its nCino (NCNO) stake by 11% in Q1 2026, buying an estimated $190K and bringing the position to 102,529 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

CAPTRUST Financial Advisors first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.91M in Q4 2022. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • CAPTRUST Financial Advisors held 102,529 shares of nCino worth $1.54M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 10,114 nCino shares in Q1 2026, an estimated $190K.
  • nCino made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1345 holding.
  • CAPTRUST Financial Advisors first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's nCino position peaked at $3.91M in Q4 2022.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.