Ellsworth Advisors’s nCino NCNO Stock Holding History

Ellsworth Advisors’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
2024 Q2	–	Sell	-16,368	Closed	-$527K	–	189
2024 Q1	$527K	Buy	+16,368	New	+$515K	0.15%	114

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Ellsworth Advisors's NCNO Position: Q2 2024 in Review

Ellsworth Advisors sold out of nCino (NCNO) in Q2 2024, closing a stake of 16,368 shares — an estimated $527K sold.

Ellsworth Advisors first reported a position in NCNO in Q1 2024 and held it in 1 quarter. The position peaked at $527K in Q1 2024. 249 funds tracked by Wall St. Rank hold NCNO as of Q2 2024.

Ellsworth Advisors reported no remaining nCino position as of Q2 2024 after selling out during the quarter.
Ellsworth Advisors sold 16,368 nCino shares in Q2 2024, an estimated $527K.
Ellsworth Advisors first reported a position in nCino in Q1 2024 and held it in 1 quarter.
Ellsworth Advisors's nCino position peaked at $527K in Q1 2024.
249 funds tracked by Wall St. Rank held nCino as of Q2 2024.

Based on Ellsworth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.