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Global Retirement Partners’s nCino NCNO Stock Holding History

Global Retirement 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 		$9.12K Buy
+558
New +$9.16K ﹤0.01% 3442
2025
Q4 		$3.51K Buy
137
+80
+140% +$2.03K ﹤0.01% 3551
2025
Q3 		$1.54K Sell
57
-517
-90% -$15.1K ﹤0.01% 3398
2025
Q2 		$16.1K Buy
+574
New +$14.3K ﹤0.01% 2390
2024
Q4 		$28.6K Sell
853
-261
-23% -$9.72K ﹤0.01% 1885
2024
Q3 		$35.2K Buy
1,114
+108
+11% +$3.42K ﹤0.01% 1729
2024
Q2 		$31.6K Sell
1,006
-116
-10% -$3.63K ﹤0.01% 1764
2024
Q1 		$41.9K Sell
1,122
-120
-10% -$3.78K ﹤0.01% 1481
2023
Q4 		$42.9K Sell
1,242
-682
-35% -$20.3K ﹤0.01% 1435
2023
Q3 		$57.4K Buy
1,924
+219
+13% +$6.76K ﹤0.01% 1206
2023
Q2 		$51.4K Hold
1,705
– – ﹤0.01% 1261
2023
Q1 		$38.5K Buy
1,705
+656
+63% +$17.3K ﹤0.01% 1350
2022
Q4 		$27.7K Buy
1,049
+275
+36% +$7.74K ﹤0.01% 1339
2022
Q3 		$24K Hold
774
– – ﹤0.01% 1319
2022
Q2 		$24K Hold
774
– – ﹤0.01% 1288
2022
Q1 		$23K Buy
+774
New +$35.4K ﹤0.01% 1307
2021
Q4 		– Sell
-85
Closed -$6K – 1230
2021
Q3 		$6K Buy
+85
New +$5.67K ﹤0.01% 1566

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Global Retirement Partners's NCNO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in nCino (NCNO) in Q2 2026: 558 shares worth $9.12K. The stake represents ﹤0.01% of the portfolio and ranks #3442 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NCNO as recently as Q4 2025.

Global Retirement Partners first reported a position in NCNO in Q3 2021 and has held it in 17 quarters since. The position peaked at $57.4K in Q3 2023. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Global Retirement Partners held 558 shares of nCino worth $9.12K as of Q2 2026.
  • nCino was a new Global Retirement Partners position in Q2 2026.
  • nCino made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3442 holding.
  • Global Retirement Partners first reported a position in nCino in Q3 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's nCino position peaked at $57.4K in Q3 2023.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.