Charles Schwab
NCNO icon

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
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

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 $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return