CrossGen Wealth’s nCino NCNO Stock Holding History

CrossGen 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 Q2	$1.31K	Hold	80	–	–	﹤0.01%	198
2026 Q1	$1.2K	Hold	80	–	–	﹤0.01%	182
2025 Q4	$2.05K	Buy	+80	New	+$2.03K	﹤0.01%	173

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

CrossGen Wealth's NCNO Position: Q2 2026 in Review

CrossGen Wealth held its nCino (NCNO) position steady in Q2 2026 at 80 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

CrossGen Wealth first reported a position in NCNO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.05K in Q4 2025. 287 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

CrossGen Wealth held 80 shares of nCino worth $1.31K as of Q2 2026.
CrossGen Wealth left its nCino share count unchanged in Q2 2026.
nCino made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #198 holding.
CrossGen Wealth first reported a position in nCino in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's nCino position peaked at $2.05K in Q4 2025.
287 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.