EP
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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
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

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