FFA
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Farther Finance Advisors’s nCino NCNO Stock Holding History

Farther Finance 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 		$16.9K Sell
1,022
-648
-39% -$12.2K ﹤0.01% 3775
2025
Q4 		$42.8K Buy
1,670
+722
+76% +$18.3K ﹤0.01% 2925
2025
Q3 		$25.7K Buy
948
+617
+186% +$18K ﹤0.01% 2867
2025
Q2 		$9.26K Sell
331
-27
-8% -$675 ﹤0.01% 3116
2025
Q1 		$10.1K Sell
358
-150
-30% -$4.75K ﹤0.01% 2732
2024
Q4 		$17.1K Sell
508
-8
-2% -$298 ﹤0.01% 2151
2024
Q3 		$16.3K Buy
516
+8
+2% +$253 ﹤0.01% 2174
2024
Q2 		$15.9K Buy
508
+468
+1,170% +$14.6K ﹤0.01% 1869
2024
Q1 		$1.41K Sell
40
-49
-55% -$1.54K ﹤0.01% 2643
2023
Q4 		$2.99K Buy
+89
New +$2.65K ﹤0.01% 2244

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