HCA
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Heck Capital Advisors’s nCino NCNO Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-3
Closed -$101 – 597
2024
Q4 		$101 Buy
+3
New +$112 ﹤0.01% 799

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 $32.2B AUM 10.98% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 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 $484B AUM 34.9% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return

Heck Capital Advisors's NCNO Position: Q1 2025 in Review

Heck Capital Advisors sold out of nCino (NCNO) in Q1 2025, closing a stake of 3 shares — an estimated $101 sold.

Heck Capital Advisors first reported a position in NCNO in Q4 2024 and held it in 1 quarter. The position peaked at $101 in Q4 2024. 275 funds tracked by Wall St. Rank hold NCNO as of Q1 2025.

  • Heck Capital Advisors reported no remaining nCino position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 3 nCino shares in Q1 2025, an estimated $101.
  • Heck Capital Advisors first reported a position in nCino in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's nCino position peaked at $101 in Q4 2024.
  • 275 funds tracked by Wall St. Rank held nCino as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.