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Diversify Advisory Services’s nCino NCNO Stock Holding History

Diversify Advisory Services’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 		$380K Buy
+21,507
New +$353K 0.01% 974
2024
Q3 		– Sell
-6,496
Closed -$202K – 663
2024
Q2 		$202K Sell
6,496
-4,052
-38% -$127K 0.01% 606
2024
Q1 		$373K Buy
+10,548
New +$332K 0.02% 487

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Diversify Advisory Services's NCNO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in nCino (NCNO) in Q2 2026: 21,507 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NCNO as recently as Q2 2024.

Diversify Advisory Services first reported a position in NCNO in Q1 2024 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Diversify Advisory Services held 21,507 shares of nCino worth $380K as of Q2 2026.
  • nCino was a new Diversify Advisory Services position in Q2 2026.
  • nCino made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #974 holding.
  • Diversify Advisory Services first reported a position in nCino in Q1 2024 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.