Charles Schwab
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Charles Schwab’s nCino NCNO Stock Holding History

Charles Schwab’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 		$14.1M Buy
862,440
+262,742
+44% +$4.31M ﹤0.01% 1988
2026
Q1 		$8.98M Buy
599,698
+7,014
+1% +$132K ﹤0.01% 2153
2025
Q4 		$15.2M Sell
592,684
-55,175
-9% -$1.4M ﹤0.01% 1917
2025
Q3 		$17.6M Buy
647,859
+93,330
+17% +$2.73M ﹤0.01% 1813
2025
Q2 		$15.5M Buy
554,529
+2,944
+0.5% +$73.5K ﹤0.01% 1798
2025
Q1 		$15.2M Sell
551,585
-15,042
-3% -$476K ﹤0.01% 1765
2024
Q4 		$19M Buy
566,627
+9,870
+2% +$368K ﹤0.01% 1732
2024
Q3 		$17.6M Buy
556,757
+189,283
+52% +$5.99M ﹤0.01% 1764
2024
Q2 		$11.6M Buy
367,474
+8,072
+2% +$252K ﹤0.01% 1971
2024
Q1 		$13.4M Buy
359,402
+12,344
+4% +$389K ﹤0.01% 1833
2023
Q4 		$11.7M Buy
347,058
+8,538
+3% +$254K ﹤0.01% 1903
2023
Q3 		$10.8M Sell
338,520
-71,522
-17% -$2.21M ﹤0.01% 1876
2023
Q2 		$12.4M Buy
410,042
+4,494
+1% +$114K ﹤0.01% 1810
2023
Q1 		$10M Buy
405,548
+1,856
+0.5% +$49K ﹤0.01% 1876
2022
Q4 		$10.7M Buy
403,692
+9,388
+2% +$264K ﹤0.01% 1821
2022
Q3 		$13.4M Buy
394,304
+85,290
+28% +$2.87M ﹤0.01% 1656
2022
Q2 		$9.55M Sell
309,014
-7,744
-2% -$273K ﹤0.01% 1854
2022
Q1 		$13M Buy
316,758
+12,148
+4% +$556K ﹤0.01% 1805
2021
Q4 		$16.7M Buy
304,610
+6,813
+2% +$442K ﹤0.01% 1712
2021
Q3 		$21.2M Buy
297,797
+287,400
+2,764% +$19.2M 0.01% 1538
2021
Q2 		$623K Buy
10,397
+508
+5% +$32K ﹤0.01% 3096
2021
Q1 		$660K Buy
+9,889
New +$706K ﹤0.01% 2993

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

Charles Schwab's NCNO Position: Q2 2026 in Review

Charles Schwab increased its nCino (NCNO) stake by 44% in Q2 2026, buying an estimated $4.31M and bringing the position to 862,440 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Charles Schwab first reported a position in NCNO in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.2M in Q3 2021. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Charles Schwab held 862,440 shares of nCino worth $14.1M as of Q2 2026.
  • Charles Schwab bought 262,742 nCino shares in Q2 2026, an estimated $4.31M.
  • nCino made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1988 holding.
  • Charles Schwab first reported a position in nCino in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's nCino position peaked at $21.2M in Q3 2021.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.