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DFPG Investments’s nCino NCNO Stock Holding History

DFPG Investments’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
2023
Q4 		$383K Sell
11,614
-502
-4% -$14.9K 0.03% 463
2023
Q3 		$343K Sell
12,116
-2,949
-20% -$91K 0.03% 442
2023
Q2 		$468K Buy
15,065
+1,304
+9% +$33.2K 0.04% 391
2023
Q1 		$341K Buy
13,761
+3,117
+29% +$82.2K 0.04% 405
2022
Q4 		$287K Buy
+10,644
New +$300K 0.05% 359

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

DFPG Investments's NCNO Position: Q4 2023 in Review

DFPG Investments reduced its nCino (NCNO) stake by 4.1% in Q4 2023, selling an estimated $14.9K and leaving 11,614 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #463.

DFPG Investments first reported a position in NCNO in Q4 2022 and has held it in 5 quarters since. The position peaked at $468K in Q2 2023. 209 funds tracked by Wall St. Rank hold NCNO as of Q4 2023.

  • DFPG Investments held 11,614 shares of nCino worth $383K as of Q4 2023.
  • DFPG Investments sold 502 nCino shares in Q4 2023, an estimated $14.9K.
  • nCino made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #463 holding.
  • DFPG Investments first reported a position in nCino in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's nCino position peaked at $468K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held nCino as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.