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Evolutionary Tree Capital Management’s nCino NCNO Stock Holding History

Evolutionary Tree Capital 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
2024
Q1 		– Sell
-73,108
Closed -$2.46M – 38
2023
Q4 		$2.46M Sell
73,108
-10,133
-12% -$302K 2.71% 12
2023
Q3 		$2.65M Sell
83,241
-31,068
-27% -$959K 3.42% 10
2023
Q2 		$3.44M Sell
114,309
-10,963
-9% -$279K 4.14% 7
2023
Q1 		$3.1M Sell
125,272
-138,986
-53% -$3.67M 4.3% 8
2022
Q4 		$6.99M Buy
264,258
+14,115
+6% +$397K 6.71% 4
2022
Q3 		$8.53M Buy
250,143
+58,255
+30% +$1.96M 8.21% 1
2022
Q2 		$5.93M Buy
191,888
+9,060
+5% +$320K 6.46% 2
2022
Q1 		$7.49M Sell
182,828
-23,349
-11% -$1.07M 5.21% 5
2021
Q4 		$11.3M Buy
206,177
+72,232
+54% +$4.69M 5.43% 1
2021
Q3 		$9.51M Buy
133,945
+27,654
+26% +$1.84M 4.22% 4
2021
Q2 		$6.37M Buy
106,291
+14,862
+16% +$936K 2.94% 12
2021
Q1 		$6.1M Buy
+91,429
New +$6.53M 3.61% 8

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Evolutionary Tree Capital Management's NCNO Position: Q1 2024 in Review

Evolutionary Tree Capital Management sold out of nCino (NCNO) in Q1 2024, closing a stake of 73,108 shares — an estimated $2.46M sold.

Evolutionary Tree Capital Management first reported a position in NCNO in Q1 2021 and held it in 12 quarters. The position peaked at $11.3M in Q4 2021. 228 funds tracked by Wall St. Rank hold NCNO as of Q1 2024.

  • Evolutionary Tree Capital Management reported no remaining nCino position as of Q1 2024 after selling out during the quarter.
  • Evolutionary Tree Capital Management sold 73,108 nCino shares in Q1 2024, an estimated $2.46M.
  • Evolutionary Tree Capital Management first reported a position in nCino in Q1 2021 and held it in 12 quarters.
  • Evolutionary Tree Capital Management's nCino position peaked at $11.3M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held nCino as of Q1 2024.

Based on Evolutionary Tree Capital Management's 13F filing for Q1 2024, filed 13 May 2024.