Creative Planning
NCNO icon

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
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

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

Creative Planning's NCNO Position: Q1 2026 in Review

Creative Planning increased its nCino (NCNO) stake by 273% in Q1 2026, buying an estimated $1.08M and bringing the position to 78,474 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Creative Planning first reported a position in NCNO in Q2 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Creative Planning held 78,474 shares of nCino worth $1.18M as of Q1 2026.
  • Creative Planning bought 57,424 nCino shares in Q1 2026, an estimated $1.08M.
  • nCino made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2330 holding.
  • Creative Planning first reported a position in nCino in Q2 2025 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.