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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

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