Ergoteles’s nCino NCNO Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-32,161	Closed	-$969K	–	560
2023 Q2	$969K	Buy	+32,161	New	+$819K	0.05%	473
2022 Q1	–	Sell	-6,516	Closed	-$357K	–	1503
2021 Q4	$357K	Buy	+6,516	New	+$423K	0.01%	783

Other funds holding NCNO

IHG

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BCM

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

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

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ergoteles's NCNO Position: Q3 2023 in Review

Ergoteles sold out of nCino (NCNO) in Q3 2023, closing a stake of 32,161 shares — an estimated $969K sold.

Ergoteles first reported a position in NCNO in Q4 2021 and held it in 2 quarters. The position peaked at $969K in Q2 2023. 197 funds tracked by Wall St. Rank hold NCNO as of Q3 2023.

Ergoteles reported no remaining nCino position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 32,161 nCino shares in Q3 2023, an estimated $969K.
Ergoteles first reported a position in nCino in Q4 2021 and held it in 2 quarters.
Ergoteles's nCino position peaked at $969K in Q2 2023.
197 funds tracked by Wall St. Rank held nCino as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.