Commonwealth Equity Services
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Commonwealth Equity Services’s nCino NCNO Stock Holding History

Commonwealth Equity Services’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
2025
Q4 		– Sell
-13,468
Closed -$365K – 4399
2025
Q3 		$365K Buy
13,468
+1,052
+8% +$30.7K ﹤0.01% 3460
2025
Q2 		$347K Buy
12,416
+265
+2% +$6.62K ﹤0.01% 3463
2025
Q1 		$334K Buy
12,151
+242
+2% +$7.66K ﹤0.01% 3403
2024
Q4 		$400K Sell
11,909
-908
-7% -$33.8K ﹤0.01% 3155
2024
Q3 		$405K Sell
12,817
-1,212
-9% -$38.4K ﹤0.01% 3080
2024
Q2 		$441K Sell
14,029
-835
-6% -$26.1K ﹤0.01% 2943
2024
Q1 		$556K Sell
14,864
-392
-3% -$12.3K ﹤0.01% 2744
2023
Q4 		$513K Sell
15,256
-7,629
-33% -$227K ﹤0.01% 2679
2023
Q3 		$728K Buy
22,885
+140
+0.6% +$4.32K ﹤0.01% 2294
2023
Q2 		$685K Buy
22,745
+61
+0.3% +$1.55K ﹤0.01% 2375
2023
Q1 		$562 Sell
22,684
-1,687
-7% -$44.5K ﹤0.01% 2455
2022
Q4 		$644K Sell
24,371
-1,000
-4% -$28.1K ﹤0.01% 2268
2022
Q3 		$865K Buy
25,371
+543
+2% +$18.3K ﹤0.01% 1998
2022
Q2 		$767K Sell
24,828
-264
-1% -$9.32K ﹤0.01% 2100
2022
Q1 		$1.03M Buy
25,092
+3,744
+18% +$171K ﹤0.01% 1975
2021
Q4 		$1.17M Sell
21,348
-9,857
-32% -$640K ﹤0.01% 1875
2021
Q3 		$2.22M Sell
31,205
-703
-2% -$46.9K 0.01% 1364
2021
Q2 		$1.91M Buy
31,908
+1,014
+3% +$63.9K ﹤0.01% 1451
2021
Q1 		$2.06M Buy
30,894
+27,268
+752% +$1.95M 0.01% 1306
2020
Q4 		$262K Buy
+3,626
New +$280K ﹤0.01% 2691

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Commonwealth Equity Services's NCNO Position: Q4 2025 in Review

Commonwealth Equity Services sold out of nCino (NCNO) in Q4 2025, closing a stake of 13,468 shares — an estimated $365K sold.

Commonwealth Equity Services first reported a position in NCNO in Q4 2020 and held it in 20 quarters. The position peaked at $2.22M in Q3 2021. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Commonwealth Equity Services reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,468 nCino shares in Q4 2025, an estimated $365K.
  • Commonwealth Equity Services first reported a position in nCino in Q4 2020 and held it in 20 quarters.
  • Commonwealth Equity Services's nCino position peaked at $2.22M in Q3 2021.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.