DWM
NCNO icon

Drive Wealth Management’s nCino NCNO Stock Holding History

Drive 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
2025
Q4 		– Sell
-9,443
Closed -$256K – 411
2025
Q3 		$256K Sell
9,443
-25,680
-73% -$750K 0.05% 269
2025
Q2 		$982K Sell
35,123
-237
-0.7% -$5.92K 0.22% 97
2025
Q1 		$971K Sell
35,360
-149
-0.4% -$4.71K 0.23% 93
2024
Q4 		$1.19M Sell
35,509
-93,447
-72% -$3.48M 0.29% 67
2024
Q3 		$4.07M Sell
128,956
-5,865
-4% -$186K 1.06% 15
2024
Q2 		$4.24M Sell
134,821
-5,492
-4% -$172K 1.14% 18
2024
Q1 		$5.24M Buy
140,313
+1,535
+1% +$48.3K 1.47% 15
2023
Q4 		$4.67M Sell
138,778
-46
-0% -$1.37K 1.51% 14
2023
Q3 		$4.41M Buy
+138,824
New +$4.28M 1.61% 12

Other funds holding NCNO

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return