DVF
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Discovery Value Fund’s nCino NCNO Stock Holding History

Discovery Value Fund’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
2021
Q1 		– Sell
-23,553
Closed -$1.71M – 23
2020
Q4 		$1.71M Sell
23,553
-5,810
-20% -$449K 0.04% 18
2020
Q3 		$2.34M Buy
+29,363
New +$2.34M 0.07% 18

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SI
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Kayne Anderson Rudnick Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Discovery Value Fund's NCNO Position: Q1 2021 in Review

Discovery Value Fund sold out of nCino (NCNO) in Q1 2021, closing a stake of 23,553 shares — an estimated $1.71M sold.

Discovery Value Fund first reported a position in NCNO in Q3 2020 and held it in 2 quarters. The position peaked at $2.34M in Q3 2020. 188 funds tracked by Wall St. Rank hold NCNO as of Q1 2021.

  • Discovery Value Fund reported no remaining nCino position as of Q1 2021 after selling out during the quarter.
  • Discovery Value Fund sold 23,553 nCino shares in Q1 2021, an estimated $1.71M.
  • Discovery Value Fund first reported a position in nCino in Q3 2020 and held it in 2 quarters.
  • Discovery Value Fund's nCino position peaked at $2.34M in Q3 2020.
  • 188 funds tracked by Wall St. Rank held nCino as of Q1 2021.

Based on Discovery Value Fund's 13F filing for Q1 2021, filed 13 May 2021.