GRP
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Global Retirement Partners's NCNO Position: Q4 2025 in Review

Global Retirement Partners increased its nCino (NCNO) stake by 140% in Q4 2025, buying an estimated $2.03K and bringing the position to 137 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Global Retirement Partners first reported a position in NCNO in Q3 2021 and has held it in 16 quarters since. The position peaked at $57.4K in Q3 2023. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Global Retirement Partners held 137 shares of nCino worth $3.51K as of Q4 2025.
  • Global Retirement Partners bought 80 nCino shares in Q4 2025, an estimated $2.03K.
  • nCino made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3551 holding.
  • Global Retirement Partners first reported a position in nCino in Q3 2021 and has held it in 16 quarters since.
  • Global Retirement Partners's nCino position peaked at $57.4K in Q3 2023.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.