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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Envestnet Asset Management's NCNO Position: Q1 2026 in Review

Envestnet Asset Management increased its nCino (NCNO) stake by 8.8% in Q1 2026, buying an estimated $386K and bringing the position to 254,609 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Envestnet Asset Management first reported a position in NCNO in Q3 2020 and has held it in 22 quarters since. The position peaked at $12.9M in Q4 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Envestnet Asset Management held 254,609 shares of nCino worth $3.81M as of Q1 2026.
  • Envestnet Asset Management bought 20,547 nCino shares in Q1 2026, an estimated $386K.
  • nCino made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2533 holding.
  • Envestnet Asset Management first reported a position in nCino in Q3 2020 and has held it in 22 quarters since.
  • Envestnet Asset Management's nCino position peaked at $12.9M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.