Envestnet Asset Management
NCNO icon

Envestnet Asset Management’s nCino NCNO Stock Holding History

Envestnet 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
2026
Q2 		$2.26M Sell
138,108
-116,501
-46% -$1.91M ﹤0.01% 3059
2026
Q1 		$3.81M Buy
254,609
+20,547
+9% +$386K ﹤0.01% 2533
2025
Q4 		$6M Sell
234,062
-90,926
-28% -$2.31M ﹤0.01% 2051
2025
Q3 		$8.81M Sell
324,988
-88,273
-21% -$2.58M ﹤0.01% 1845
2025
Q2 		$11.6M Buy
413,261
+48,684
+13% +$1.22M ﹤0.01% 1637
2025
Q1 		$10M Sell
364,577
-20,858
-5% -$660K ﹤0.01% 1666
2024
Q4 		$12.9M Sell
385,435
-2,726
-0.7% -$102K ﹤0.01% 1475
2024
Q3 		$12.3M Buy
388,161
+14,516
+4% +$460K ﹤0.01% 1492
2024
Q2 		$11.8M Buy
373,645
+29,090
+8% +$909K ﹤0.01% 1450
2024
Q1 		$12.9M Buy
344,555
+216,072
+168% +$6.8M ﹤0.01% 1368
2023
Q4 		$4.32M Sell
128,483
-11,514
-8% -$343K ﹤0.01% 1997
2023
Q3 		$4.45M Buy
139,997
+64,446
+85% +$1.99M ﹤0.01% 1875
2023
Q2 		$2.28M Buy
75,551
+19,204
+34% +$489K ﹤0.01% 2201
2023
Q1 		$1.4M Buy
56,347
+5,318
+10% +$140K ﹤0.01% 2429
2022
Q4 		$1.35M Buy
51,029
+8,682
+21% +$244K ﹤0.01% 2430
2022
Q3 		$1.44M Sell
42,347
-6,736
-14% -$227K ﹤0.01% 2285
2022
Q2 		$1.52M Buy
49,083
+15,761
+47% +$557K ﹤0.01% 2285
2022
Q1 		$1.37M Buy
+33,322
New +$1.53M ﹤0.01% 2429
2021
Q4 		– Sell
-29,755
Closed -$2.11M – 3922
2021
Q3 		$2.11M Buy
29,755
+2,511
+9% +$167K ﹤0.01% 2054
2021
Q2 		$1.63M Buy
27,244
+10,737
+65% +$676K ﹤0.01% 2195
2021
Q1 		$1.1M Buy
16,507
+11,425
+225% +$815K ﹤0.01% 2332
2020
Q4 		$368K Buy
5,082
+1,260
+33% +$97.4K ﹤0.01% 2820
2020
Q3 		$305K Buy
+3,822
New +$305K ﹤0.01% 2730

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management's NCNO Position: Q2 2026 in Review

Envestnet Asset Management reduced its nCino (NCNO) stake by 46% in Q2 2026, selling an estimated $1.91M and leaving 138,108 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Envestnet Asset Management first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.9M in Q4 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Envestnet Asset Management held 138,108 shares of nCino worth $2.26M as of Q2 2026.
  • Envestnet Asset Management sold 116,501 nCino shares in Q2 2026, an estimated $1.91M.
  • nCino made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3059 holding.
  • Envestnet Asset Management first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
  • Envestnet Asset Management's nCino position peaked at $12.9M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.