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Global Financial Private Client’s nCino NCNO Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$110 – 1104
2025
Q1 		$110 Buy
4
+2
+100% +$63 ﹤0.01% 1594
2024
Q4 		$67 Buy
+2
New +$74 ﹤0.01% 1553

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Global Financial Private Client's NCNO Position: Q2 2025 in Review

Global Financial Private Client sold out of nCino (NCNO) in Q2 2025, closing a stake of 4 shares — an estimated $110 sold.

Global Financial Private Client first reported a position in NCNO in Q4 2024 and held it in 2 quarters. The position peaked at $110 in Q1 2025. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

  • Global Financial Private Client reported no remaining nCino position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 nCino shares in Q2 2025, an estimated $110.
  • Global Financial Private Client first reported a position in nCino in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's nCino position peaked at $110 in Q1 2025.
  • 276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.