EWA
NCNO icon

EverSource Wealth Advisors’s nCino NCNO Stock Holding History

EverSource Wealth 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
2026
Q1 		$49.7K Buy
3,317
+3,255
+5,250% +$61.1K ﹤0.01% 1891
2025
Q4 		$1.59K Buy
62
+53
+589% +$1.35K ﹤0.01% 3578
2025
Q3 		$244 Buy
+9
New +$263 ﹤0.01% 4072
2025
Q2 		– Sell
-9
Closed -$247 – 4327
2025
Q1 		$247 Sell
9
-93
-91% -$2.94K ﹤0.01% 3654
2024
Q4 		$3.42K Buy
102
+91
+827% +$3.39K ﹤0.01% 2508
2024
Q3 		$347 Hold
11
– – ﹤0.01% 2919
2024
Q2 		$360 Sell
11
-7
-39% -$219 ﹤0.01% 2948
2024
Q1 		$525 Buy
+18
New +$567 ﹤0.01% 2705

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 $5.7T 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 $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return