Corient Private Wealth
NCNO icon

Corient Private Wealth’s nCino NCNO Stock Holding History

Corient Private Wealth’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 		$267K Buy
+18,550
New +$348K ﹤0.01% 2382
2024
Q4 		– Sell
-9,537
Closed -$301K – 2465
2024
Q3 		$301K Buy
+9,537
New +$302K ﹤0.01% 2009

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 $5.72T 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 $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Corient Private Wealth's NCNO Position: Q1 2026 in Review

Corient Private Wealth opened a new position in nCino (NCNO) in Q1 2026: 18,550 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #2382 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in NCNO as recently as Q3 2024.

Corient Private Wealth first reported a position in NCNO in Q3 2024 and has held it in 2 quarters since. The position peaked at $301K in Q3 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Corient Private Wealth held 18,550 shares of nCino worth $267K as of Q1 2026.
  • nCino was a new Corient Private Wealth position in Q1 2026.
  • nCino made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2382 holding.
  • Corient Private Wealth first reported a position in nCino in Q3 2024 and has held it in 2 quarters since.
  • Corient Private Wealth's nCino position peaked at $301K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.