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Freestone Grove Partners’s nCino NCNO Stock Holding History

Freestone Grove Partners’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
-559,641
Closed -$8.38M – 1226
2026
Q1 		$8.38M Sell
559,641
-247,702
-31% -$4.65M 0.06% 295
2025
Q4 		$20.7M Buy
807,343
+495,541
+159% +$12.6M 0.15% 204
2025
Q3 		$8.45M Buy
+311,802
New +$9.11M 0.06% 303

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AQR Capital Management
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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

Freestone Grove Partners's NCNO Position: Q2 2026 in Review

Freestone Grove Partners sold out of nCino (NCNO) in Q2 2026, closing a stake of 559,641 shares — an estimated $8.38M sold.

Freestone Grove Partners first reported a position in NCNO in Q3 2025 and held it in 3 quarters. The position peaked at $20.7M in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Freestone Grove Partners reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 559,641 nCino shares in Q2 2026, an estimated $8.38M.
  • Freestone Grove Partners first reported a position in nCino in Q3 2025 and held it in 3 quarters.
  • Freestone Grove Partners's nCino position peaked at $20.7M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.