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EFG Asset Management’s nCino NCNO Stock Holding History

EFG Asset 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
Q1 		– Sell
-70,739
Closed -$2.38M – 187
2024
Q4 		$2.38M Buy
70,739
+14,980
+27% +$558K 0.32% 135
2024
Q3 		$1.76M Buy
55,759
+14,301
+34% +$453K 0.29% 152
2024
Q2 		$1.3M Buy
41,458
+10,015
+32% +$313K 0.23% 165
2024
Q1 		$1.18M Buy
31,443
+16,772
+114% +$528K 0.2% 176
2023
Q4 		$494K Buy
+14,671
New +$437K 0.09% 184

Other funds holding NCNO

Vanguard Group
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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

EFG Asset Management's NCNO Position: Q1 2025 in Review

EFG Asset Management sold out of nCino (NCNO) in Q1 2025, closing a stake of 70,739 shares — an estimated $2.38M sold.

EFG Asset Management first reported a position in NCNO in Q4 2023 and held it in 5 quarters. The position peaked at $2.38M in Q4 2024. 275 funds tracked by Wall St. Rank hold NCNO as of Q1 2025.

  • EFG Asset Management reported no remaining nCino position as of Q1 2025 after selling out during the quarter.
  • EFG Asset Management sold 70,739 nCino shares in Q1 2025, an estimated $2.38M.
  • EFG Asset Management first reported a position in nCino in Q4 2023 and held it in 5 quarters.
  • EFG Asset Management's nCino position peaked at $2.38M in Q4 2024.
  • 275 funds tracked by Wall St. Rank held nCino as of Q1 2025.

Based on EFG Asset Management's 13F filing for Q1 2025, filed 15 May 2025.