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Diversify Wealth Management’s nCino NCNO Stock Holding History

Diversify Wealth Management’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 		$403K Buy
23,101
+4,621
+25% +$86.8K 0.01% 864
2025
Q4 		$464K Buy
18,480
+7,380
+66% +$187K 0.02% 452
2025
Q3 		$297K Sell
11,100
-1,132
-9% -$33.1K 0.02% 457
2025
Q2 		$323K Sell
12,232
-965
-7% -$24.1K 0.02% 444
2025
Q1 		$309K Sell
13,197
-922
-7% -$29.2K 0.02% 432
2024
Q4 		$459K Sell
14,119
-1,029
-7% -$38.3K 0.04% 358
2024
Q3 		$569K Sell
15,148
-73,531
-83% -$2.33M 0.05% 298
2024
Q2 		$2.73M Buy
+88,679
New +$2.77M 0.34% 71

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
BlackRock New York $5.72T 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
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Diversify Wealth Management's NCNO Position: Q1 2026 in Review

Diversify Wealth Management increased its nCino (NCNO) stake by 25% in Q1 2026, buying an estimated $86.8K and bringing the position to 23,101 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #864.

Diversify Wealth Management first reported a position in NCNO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q2 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Diversify Wealth Management held 23,101 shares of nCino worth $403K as of Q1 2026.
  • Diversify Wealth Management bought 4,621 nCino shares in Q1 2026, an estimated $86.8K.
  • nCino made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #864 holding.
  • Diversify Wealth Management first reported a position in nCino in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's nCino position peaked at $2.73M in Q2 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.