Family Management’s nCino NCNO Stock Holding History

Family 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
2023 Q4	–	Sell	-7,062	Closed	-$225K	–	176
2023 Q3	$225K	Sell	7,062 -1,245	-15%	-$38.4K	0.05%	119
2023 Q2	$250K	Buy	+8,307	New	+$211K	0.05%	124

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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

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

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Family Management's NCNO Position: Q4 2023 in Review

Family Management sold out of nCino (NCNO) in Q4 2023, closing a stake of 7,062 shares — an estimated $225K sold.

Family Management first reported a position in NCNO in Q2 2023 and held it in 2 quarters. The position peaked at $250K in Q2 2023. 209 funds tracked by Wall St. Rank hold NCNO as of Q4 2023.

Family Management reported no remaining nCino position as of Q4 2023 after selling out during the quarter.
Family Management sold 7,062 nCino shares in Q4 2023, an estimated $225K.
Family Management first reported a position in nCino in Q2 2023 and held it in 2 quarters.
Family Management's nCino position peaked at $250K in Q2 2023.
209 funds tracked by Wall St. Rank held nCino as of Q4 2023.

Based on Family Management's 13F filing for Q4 2023, filed 14 Feb 2024.