FirstPurpose Wealth’s nCino NCNO Stock Holding History

FirstPurpose Wealth’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	$2.7M	Buy	80,905 +3,972	+5%	+$125K	0.98%	17
2023 Q4	$2.59M	Sell	76,933 -72,848	-49%	-$2.17M	0.99%	17
2023 Q3	$4.76M	Sell	149,781 -132	-0.1%	-$4.07K	2.06%	8
2023 Q2	$4.52M	Buy	149,913 +72	+0%	+$1.83K	1.93%	11
2023 Q1	$3.71M	Buy	149,841 +917	+0.6%	+$24.2K	1.83%	11
2022 Q4	$3.94M	Buy	148,924 +336	+0.2%	+$9.46K	2.2%	7
2022 Q3	$5.07M	Buy	148,588 +383	+0.3%	+$12.9K	3.34%	5
2022 Q2	$4.58M	Sell	148,205 -30	-0%	-$1.06K	3.08%	7
2022 Q1	$6.08M	Buy	148,235 +440	+0.3%	+$20.1K	4.74%	4
2021 Q4	$8.11M	Buy	+147,795	New	+$9.59M	5.09%	4

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

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

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

FirstPurpose Wealth's NCNO Position: Q1 2024 in Review

FirstPurpose Wealth increased its nCino (NCNO) stake by 5.2% in Q1 2024, buying an estimated $125K and bringing the position to 80,905 shares worth $2.7M. The position accounts for 0.98% of the portfolio, ranked #17.

FirstPurpose Wealth first reported a position in NCNO in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.11M in Q4 2021. 228 funds tracked by Wall St. Rank hold NCNO as of Q1 2024.

FirstPurpose Wealth held 80,905 shares of nCino worth $2.7M as of Q1 2024.
FirstPurpose Wealth bought 3,972 nCino shares in Q1 2024, an estimated $125K.
nCino made up 0.98% of FirstPurpose Wealth's portfolio in Q1 2024, its #17 holding.
FirstPurpose Wealth first reported a position in nCino in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's nCino position peaked at $8.11M in Q4 2021.
228 funds tracked by Wall St. Rank held nCino as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.