Gibbs Wealth Management’s nCino NCNO Stock Holding History

Gibbs Wealth 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
2026 Q1	$214K	Sell	14,306 -7,426	-34%	-$140K	0.03%	417
2025 Q4	$556K	Sell	21,732 -9,776	-31%	-$248K	0.13%	181
2025 Q3	$854K	Sell	31,508 -8,542	-21%	-$250K	0.19%	127
2025 Q2	$1.12M	Buy	40,050 +3,615	+10%	+$90.3K	0.22%	107
2025 Q1	$1M	Buy	36,435 +5,669	+18%	+$179K	0.24%	96
2024 Q4	$1.03M	Buy	30,766 +4,108	+15%	+$153K	0.28%	81
2024 Q3	$842K	Buy	26,658 +3,368	+14%	+$107K	0.27%	81
2024 Q2	$732K	Buy	+23,290	New	+$728K	0.3%	83

Other funds holding NCNO

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Gibbs Wealth Management's NCNO Position: Q1 2026 in Review

Gibbs Wealth Management reduced its nCino (NCNO) stake by 34% in Q1 2026, selling an estimated $140K and leaving 14,306 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #417.

Gibbs Wealth Management first reported a position in NCNO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2025. 284 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

Gibbs Wealth Management held 14,306 shares of nCino worth $214K as of Q1 2026.
Gibbs Wealth Management sold 7,426 nCino shares in Q1 2026, an estimated $140K.
nCino made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #417 holding.
Gibbs Wealth Management first reported a position in nCino in Q2 2024 and has held it in 8 quarters since.
Gibbs Wealth Management's nCino position peaked at $1.12M in Q2 2025.
284 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.