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DiNuzzo Private Wealth’s nCino NCNO Stock Holding History

DiNuzzo Private 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 		$17 Hold
1
– – ﹤0.01% 1338
2026
Q1 		$15 Sell
1
-6
-86% -$113 ﹤0.01% 1336
2025
Q4 		$180 Sell
7
-2
-22% -$51 ﹤0.01% 1276
2025
Q3 		$289 Sell
9
-2
-18% -$58 ﹤0.01% 1213
2025
Q2 		$308 Buy
11
+7
+175% +$175 ﹤0.01% 1192
2025
Q1 		$110 Sell
4
-3
-43% -$95 ﹤0.01% 1292
2024
Q4 		$236 Buy
7
+4
+133% +$149 ﹤0.01% 1255
2024
Q3 		$95 Hold
3
– – ﹤0.01% 1373
2024
Q2 		$95 Sell
3
-2
-40% -$63 ﹤0.01% 1349
2024
Q1 		$187 Hold
5
– – ﹤0.01% 1208
2023
Q4 		$169 Buy
+5
New +$149 ﹤0.01% 1246

Other funds holding NCNO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

DiNuzzo Private Wealth's NCNO Position: Q2 2026 in Review

DiNuzzo Private Wealth held its nCino (NCNO) position steady in Q2 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

DiNuzzo Private Wealth first reported a position in NCNO in Q4 2023 and has held it in 11 quarters since. The position peaked at $308 in Q2 2025. 56 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • DiNuzzo Private Wealth held 1 share of nCino worth $17 as of Q2 2026.
  • DiNuzzo Private Wealth left its nCino share count unchanged in Q2 2026.
  • nCino made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1338 holding.
  • DiNuzzo Private Wealth first reported a position in nCino in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's nCino position peaked at $308 in Q2 2025.
  • 56 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.