Cerity Partners’s nCino NCNO Stock Holding History

Cerity Partners’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	$2.35M	Buy	143,937 +113,003	+365%	+$1.85M	﹤0.01%	1498
2026 Q1	$463K	Buy	+30,934	New	+$581K	﹤0.01%	2343
2022 Q1	–	Sell	-4,000	Closed	-$219K	–	1050
2021 Q4	$219K	Hold	4,000	–	–	﹤0.01%	900
2021 Q3	$284K	Hold	4,000	–	–	0.01%	577
2021 Q2	$240K	Hold	4,000	–	–	0.01%	643
2021 Q1	$267K	Buy	+4,000	New	+$285K	0.01%	581

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

Cerity Partners's NCNO Position: Q2 2026 in Review

Cerity Partners increased its nCino (NCNO) stake by 365% in Q2 2026, buying an estimated $1.85M and bringing the position to 143,937 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Cerity Partners first reported a position in NCNO in Q1 2021 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Cerity Partners held 143,937 shares of nCino worth $2.35M as of Q2 2026.
Cerity Partners bought 113,003 nCino shares in Q2 2026, an estimated $1.85M.
nCino made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1498 holding.
Cerity Partners first reported a position in nCino in Q1 2021 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.