First Trust Advisors
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First Trust Advisors’s nCino NCNO Stock Holding History

First Trust 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
Q2 		– Sell
-50,573
Closed -$758K – 2721
2026
Q1 		$758K Buy
50,573
+14,186
+39% +$267K ﹤0.01% 2252
2025
Q4 		$933K Buy
36,387
+9,956
+38% +$253K ﹤0.01% 2167
2025
Q3 		$717K Buy
+26,431
New +$772K ﹤0.01% 2214
2025
Q2 		– Sell
-334,087
Closed -$9.18M – 2666
2025
Q1 		$9.18M Buy
+334,087
New +$10.6M 0.01% 1075
2024
Q4 		– Sell
-18,405
Closed -$581K – 2620
2024
Q3 		$581K Sell
18,405
-333,604
-95% -$10.6M ﹤0.01% 2140
2024
Q2 		$11.1M Buy
352,009
+123,551
+54% +$3.86M 0.01% 986
2024
Q1 		$8.54M Sell
228,458
-270,732
-54% -$8.53M 0.01% 1069
2023
Q4 		$16.8M Buy
499,190
+143,887
+40% +$4.28M 0.02% 831
2023
Q3 		$11.3M Buy
355,303
+342,992
+2,786% +$10.6M 0.01% 951
2023
Q2 		$371K Buy
+12,311
New +$313K ﹤0.01% 2207
2023
Q1 		– Sell
-213,240
Closed -$5.64M – 2435
2022
Q4 		$5.64M Buy
+213,240
New +$6M 0.01% 1136
2022
Q1 		– Sell
-204,898
Closed -$11.2M – 2570
2021
Q4 		$11.2M Buy
+204,898
New +$13.3M 0.01% 1012

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors's NCNO Position: Q2 2026 in Review

First Trust Advisors sold out of nCino (NCNO) in Q2 2026, closing a stake of 50,573 shares — an estimated $758K sold.

First Trust Advisors first reported a position in NCNO in Q4 2021 and held it in 12 quarters. The position peaked at $16.8M in Q4 2023. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • First Trust Advisors reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • First Trust Advisors sold 50,573 nCino shares in Q2 2026, an estimated $758K.
  • First Trust Advisors first reported a position in nCino in Q4 2021 and held it in 12 quarters.
  • First Trust Advisors's nCino position peaked at $16.8M in Q4 2023.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.