Cresset Asset Management’s nCino NCNO Stock Holding History

Cresset Asset Management’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	$289K	Sell	17,690 -2,874	-14%	-$47.2K	﹤0.01%	1402
2026 Q1	$308K	Buy	+20,564	New	+$386K	﹤0.01%	1253
2024 Q2	–	Sell	-5,480	Closed	-$205K	–	2149
2024 Q1	$205K	Buy	+5,480	New	+$173K	﹤0.01%	1766
2021 Q3	–	Sell	-3,963	Closed	-$237K	–	1131
2021 Q2	$237K	Buy	+3,963	New	+$250K	﹤0.01%	882

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

Cresset Asset Management's NCNO Position: Q2 2026 in Review

Cresset Asset Management reduced its nCino (NCNO) stake by 14% in Q2 2026, selling an estimated $47.2K and leaving 17,690 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Cresset Asset Management first reported a position in NCNO in Q2 2021 and has held it in 4 quarters since. The position peaked at $308K in Q1 2026. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Cresset Asset Management held 17,690 shares of nCino worth $289K as of Q2 2026.
Cresset Asset Management sold 2,874 nCino shares in Q2 2026, an estimated $47.2K.
nCino made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1402 holding.
Cresset Asset Management first reported a position in nCino in Q2 2021 and has held it in 4 quarters since.
Cresset Asset Management's nCino position peaked at $308K in Q1 2026.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.