C
NCNO icon

Covestor’s nCino NCNO Stock Holding History

Covestor’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 		$7K Buy
411
+253
+160% +$4.15K ﹤0.01% 1790
2026
Q1 		$2K Sell
158
-122
-44% -$2.29K ﹤0.01% 1951
2025
Q4 		$7K Buy
280
+2
+0.7% +$51 ﹤0.01% 1785
2025
Q3 		$8K Buy
278
+1
+0.4% +$29 ﹤0.01% 1747
2025
Q2 		$8K Sell
277
-2,111
-88% -$52.7K ﹤0.01% 1677
2025
Q1 		$66K Buy
2,388
+517
+28% +$16.4K 0.04% 719
2024
Q4 		$63K Sell
1,871
-324
-15% -$12.1K 0.04% 766
2024
Q3 		$69K Buy
2,195
+177
+9% +$5.6K 0.04% 726
2024
Q2 		$63K Sell
2,018
-718
-26% -$22.4K 0.04% 750
2024
Q1 		$102K Buy
2,736
+625
+30% +$19.7K 0.06% 529
2023
Q4 		$71K Buy
2,111
+1,839
+676% +$54.7K 0.05% 693
2023
Q3 		$9K Sell
272
-1
-0.4% -$31 0.01% 1488
2023
Q2 		$8K Sell
273
-2
-0.7% -$51 0.01% 1585
2023
Q1 		$7K Sell
275
-1
-0.4% -$26 0.01% 1474
2022
Q4 		$7K Buy
276
+2
+0.7% +$56 0.01% 1477
2022
Q3 		$9K Buy
274
+5
+2% +$169 0.01% 1314
2022
Q2 		$8K Buy
+269
New +$9.5K 0.01% 1289
2022
Q1 		– Sell
-78
Closed -$4K – 2314
2021
Q4 		$4K Buy
+78
New +$5.06K 0.01% 1404

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Covestor's NCNO Position: Q2 2026 in Review

Covestor increased its nCino (NCNO) stake by 160% in Q2 2026, buying an estimated $4.15K and bringing the position to 411 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Covestor first reported a position in NCNO in Q4 2021 and has held it in 18 quarters since. The position peaked at $102K in Q1 2024. 152 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Covestor held 411 shares of nCino worth $7K as of Q2 2026.
  • Covestor bought 253 nCino shares in Q2 2026, an estimated $4.15K.
  • nCino made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1790 holding.
  • Covestor first reported a position in nCino in Q4 2021 and has held it in 18 quarters since.
  • Covestor's nCino position peaked at $102K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.