Evolutionary Tree Capital Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-73,108
| Closed | -$2.46M | – | 38 |
|
2023
Q4 | $2.46M | Sell |
73,108
-10,133
| -12% | -$341K | 2.71% | 12 |
|
2023
Q3 | $2.65M | Sell |
83,241
-31,068
| -27% | -$988K | 3.42% | 10 |
|
2023
Q2 | $3.44M | Sell |
114,309
-10,963
| -9% | -$330K | 4.14% | 7 |
|
2023
Q1 | $3.1M | Sell |
125,272
-138,986
| -53% | -$3.44M | 4.3% | 8 |
|
2022
Q4 | $6.99M | Buy |
264,258
+14,115
| +6% | +$373K | 6.71% | 4 |
|
2022
Q3 | $8.53M | Buy |
250,143
+58,255
| +30% | +$1.99M | 8.21% | 1 |
|
2022
Q2 | $5.93M | Buy |
191,888
+9,060
| +5% | +$280K | 6.46% | 2 |
|
2022
Q1 | $7.49M | Sell |
182,828
-23,349
| -11% | -$957K | 5.21% | 5 |
|
2021
Q4 | $11.3M | Buy |
206,177
+72,232
| +54% | +$3.96M | 5.43% | 1 |
|
2021
Q3 | $9.51M | Buy |
133,945
+27,654
| +26% | +$1.96M | 4.22% | 4 |
|
2021
Q2 | $6.37M | Buy |
106,291
+14,862
| +16% | +$891K | 2.94% | 12 |
|
2021
Q1 | $6.1M | Buy |
+91,429
| New | +$6.1M | 3.61% | 8 |
|