Edgestream Partners’s nCino NCNO Stock Holding History

Edgestream Partners’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	$2.78M	Sell	169,923 -55,539	-25%	-$912K	0.08%	434
2026 Q1	$3.38M	Buy	+225,462	New	+$4.24M	0.11%	350
2025 Q3	–	Sell	-103,384	Closed	-$2.89M	–	995
2025 Q2	$2.89M	Sell	103,384 -188,642	-65%	-$4.71M	0.08%	447
2025 Q1	$8.02M	Buy	292,026 +175,092	+150%	+$5.54M	0.27%	90
2024 Q4	$3.93M	Buy	116,934 +38,616	+49%	+$1.44M	0.17%	227
2024 Q3	$2.47M	Buy	78,318 +46,375	+145%	+$1.47M	0.11%	339
2024 Q2	$1M	Buy	+31,943	New	+$999K	0.05%	521
2024 Q1	–	Sell	-8,396	Closed	-$282K	–	954
2023 Q4	$282K	Buy	+8,396	New	+$250K	0.02%	732

Other funds holding NCNO

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Edgestream Partners's NCNO Position: Q2 2026 in Review

Edgestream Partners reduced its nCino (NCNO) stake by 25% in Q2 2026, selling an estimated $912K and leaving 169,923 shares worth $2.78M. The position accounts for 0.08% of the portfolio, ranked #434.

Edgestream Partners first reported a position in NCNO in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.02M in Q1 2025. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Edgestream Partners held 169,923 shares of nCino worth $2.78M as of Q2 2026.
Edgestream Partners sold 55,539 nCino shares in Q2 2026, an estimated $912K.
nCino made up 0.08% of Edgestream Partners's portfolio in Q2 2026, its #434 holding.
Edgestream Partners first reported a position in nCino in Q4 2023 and has held it in 8 quarters since.
Edgestream Partners's nCino position peaked at $8.02M in Q1 2025.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.