HWP
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Highline Wealth Partners’s nCino NCNO Stock Holding History

Highline Wealth 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 		$5.35K Buy
+327
New +$5.37K ﹤0.01% 843
2025
Q2 		– Sell
-58
Closed -$1.59K – 1019
2025
Q1 		$1.59K Buy
+58
New +$1.83K ﹤0.01% 670

Other funds holding NCNO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Highline Wealth Partners's NCNO Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in nCino (NCNO) in Q2 2026: 327 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in NCNO as recently as Q1 2025.

Highline Wealth Partners first reported a position in NCNO in Q1 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Highline Wealth Partners held 327 shares of nCino worth $5.35K as of Q2 2026.
  • nCino was a new Highline Wealth Partners position in Q2 2026.
  • nCino made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #843 holding.
  • Highline Wealth Partners first reported a position in nCino in Q1 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.