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Dimensional Fund Advisors’s
nCino
NCNO
Stock Holding History
Dimensional Fund Advisors’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
$35.2M
Buy
2,348,806
+3,341
+0.1%
+$62.8K
0.01%
1695
2025
Q4
$60.1M
Sell
2,345,465
-110,374
-4%
-$2.8M
0.01%
1412
2025
Q3
$66.6M
Sell
2,455,839
-89,809
-4%
-$2.62M
0.01%
1356
2025
Q2
$71.2M
Buy
2,545,648
+573,326
+29%
+$14.3M
0.02%
1272
2025
Q1
$54.2M
Buy
1,972,322
+365,773
+23%
+$11.6M
0.01%
1425
2024
Q4
$53.9M
Buy
1,606,549
+99,502
+7%
+$3.71M
0.01%
1475
2024
Q3
$47.6M
Buy
1,507,047
+138,807
+10%
+$4.39M
0.01%
1541
2024
Q2
$43M
Buy
1,368,240
+135,395
+11%
+$4.23M
0.01%
1556
2024
Q1
$46.1M
Buy
1,232,845
+197,937
+19%
+$6.23M
0.01%
1512
2023
Q4
$34.8M
Buy
1,034,908
+177,799
+21%
+$5.29M
0.01%
1680
2023
Q3
$27.3M
Buy
857,109
+370,859
+76%
+$11.4M
0.01%
1751
2023
Q2
$14.6M
Buy
+486,250
New
+$12.4M
﹤0.01%
2080
2022
Q1
–
Sell
-16,740
Closed
-$918K
–
3542
2021
Q4
$918K
Buy
16,740
+384
+2%
+$24.9K
﹤0.01%
3046
2021
Q3
$1.16M
Sell
16,356
-180
-1%
-$12K
﹤0.01%
3012
2021
Q2
$991K
Buy
16,536
+464
+3%
+$29.2K
﹤0.01%
3029
2021
Q1
$1.07M
Buy
+16,072
New
+$1.15M
﹤0.01%
3006
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
New York
$5.7T 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
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
New York
$134B AUM
35.51%
1-Year Est. Return
SCM
Spyglass Capital Management
San Francisco, California
$1.41B AUM
7.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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