Creative Planning’s nCino NCNO Stock Holding History

Creative Planning’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	$2.39M	Buy	146,451 +67,977	+87%	+$1.12M	﹤0.01%	1941
2026 Q1	$1.18M	Buy	78,474 +57,424	+273%	+$1.08M	﹤0.01%	2330
2025 Q4	$540K	Buy	21,050 +833	+4%	+$21.2K	﹤0.01%	2777
2025 Q3	$548K	Sell	20,217 -78	-0.4%	-$2.28K	﹤0.01%	2637
2025 Q2	$568K	Buy	+20,295	New	+$507K	﹤0.01%	2343

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Creative Planning's NCNO Position: Q2 2026 in Review

Creative Planning increased its nCino (NCNO) stake by 87% in Q2 2026, buying an estimated $1.12M and bringing the position to 146,451 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Creative Planning first reported a position in NCNO in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Creative Planning held 146,451 shares of nCino worth $2.39M as of Q2 2026.
Creative Planning bought 67,977 nCino shares in Q2 2026, an estimated $1.12M.
nCino made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1941 holding.
Creative Planning first reported a position in nCino in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.