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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Drive Wealth Management's NCNO Position: Q4 2025 in Review

Drive Wealth Management sold out of nCino (NCNO) in Q4 2025, closing a stake of 9,443 shares — an estimated $256K sold.

Drive Wealth Management first reported a position in NCNO in Q3 2023 and held it in 9 quarters. The position peaked at $5.24M in Q1 2024. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

Drive Wealth Management reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 9,443 nCino shares in Q4 2025, an estimated $256K.
Drive Wealth Management first reported a position in nCino in Q3 2023 and held it in 9 quarters.
Drive Wealth Management's nCino position peaked at $5.24M in Q1 2024.
295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.