Cetera Investment Advisers’s nCino NCNO Stock Holding History

Cetera Investment Advisers’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	$166K	Sell	11,065 -15,177	-58%	-$285K	﹤0.01%	4334
2025 Q4	$673K	Buy	26,242 +5,404	+26%	+$137K	﹤0.01%	3184
2025 Q3	$565K	Buy	+20,838	New	+$609K	﹤0.01%	3279
2024 Q2	–	Sell	-5,534	Closed	-$207K	–	3817
2024 Q1	$207K	Buy	+5,534	New	+$174K	﹤0.01%	3330
2021 Q3	–	Sell	-5,106	Closed	-$306K	–	1844
2021 Q2	$306K	Buy	+5,106	New	+$322K	﹤0.01%	1406
2021 Q1	–	Sell	-4,729	Closed	-$342K	–	1674
2020 Q4	$342K	Buy	+4,729	New	+$366K	0.01%	1164

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 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

Cetera Investment Advisers's NCNO Position: Q1 2026 in Review

Cetera Investment Advisers reduced its nCino (NCNO) stake by 58% in Q1 2026, selling an estimated $285K and leaving 11,065 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #4334.

Cetera Investment Advisers first reported a position in NCNO in Q4 2020 and has held it in 6 quarters since. The position peaked at $673K in Q4 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

Cetera Investment Advisers held 11,065 shares of nCino worth $166K as of Q1 2026.
Cetera Investment Advisers sold 15,177 nCino shares in Q1 2026, an estimated $285K.
nCino made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4334 holding.
Cetera Investment Advisers first reported a position in nCino in Q4 2020 and has held it in 6 quarters since.
Cetera Investment Advisers's nCino position peaked at $673K in Q4 2025.
283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.