Dragoneer Investment Group’s nCino NCNO Stock Holding History

Dragoneer Investment Group’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
2024 Q2	–	Sell	-1,771,454	Closed	-$66.2M	–	35
2024 Q1	$66.2M	Sell	1,771,454 -2,853,792	-62%	-$89.9M	1.53%	16
2023 Q4	$156M	Sell	4,625,246 -3,374,638	-42%	-$100M	3.38%	11
2023 Q3	$254M	Sell	7,999,884 -153,014	-2%	-$4.72M	5.86%	9
2023 Q2	$246M	Hold	8,152,898	–	–	5.07%	9
2023 Q1	$202M	Buy	8,152,898 +786,341	+11%	+$20.7M	4.78%	9
2022 Q4	$195M	Buy	7,366,557 +50,000	+0.7%	+$1.41M	6.03%	6
2022 Q3	$250M	Hold	7,316,557	–	–	6.56%	5
2022 Q2	$226M	Buy	7,316,557 +2,722,279	+59%	+$96.1M	5.79%	8
2022 Q1	$188M	Buy	4,594,278 +2,994,628	+187%	+$137M	2.4%	16
2021 Q4	$87.8M	Buy	1,599,650 +1,324,650	+482%	+$86M	1.01%	27
2021 Q3	$19.5M	Hold	275,000	–	–	0.26%	47
2021 Q2	$16.5M	Hold	275,000	–	–	0.21%	49
2021 Q1	$18.3M	Hold	275,000	–	–	0.26%	43
2020 Q4	$19.9M	Hold	275,000	–	–	0.3%	30
2020 Q3	$21.9M	Buy	+275,000	New	+$21.9M	0.49%	22

Other funds holding NCNO

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return