HCM
NCNO icon

HMI Capital Management’s nCino NCNO Stock Holding History

HMI Capital Management’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
Q1 		$102M Buy
6,778,028
+2,055
+0% +$38.6K 13.46% 3
2025
Q4 		$174M Hold
6,775,973
– – 14.26% 1
2025
Q3 		$184M Hold
6,775,973
– – 10.61% 4
2025
Q2 		$190M Buy
6,775,973
+2,195
+0% +$54.8K 10.76% 5
2025
Q1 		$186M Hold
6,773,778
– – 10.13% 6
2024
Q4 		$227M Sell
6,773,778
-1,100,000
-14% -$41M 11.43% 5
2024
Q3 		$249M Buy
7,873,778
+475,527
+6% +$15.1M 10.3% 5
2024
Q2 		$233M Buy
7,398,251
+820,564
+12% +$25.7M 8.86% 5
2024
Q1 		$246M Sell
6,577,687
-1,453,800
-18% -$45.8M 9.05% 5
2023
Q4 		$270M Sell
8,031,487
-134,938
-2% -$4.02M 11.71% 4
2023
Q3 		$260M Hold
8,166,425
– – 9.97% 4
2023
Q2 		$246M Hold
8,166,425
– – 8.74% 6
2023
Q1 		$202M Buy
8,166,425
+663,970
+9% +$17.5M 7.91% 6
2022
Q4 		$198M Sell
7,502,455
-370,000
-5% -$10.4M 8.48% 6
2022
Q3 		$269M Hold
7,872,455
– – 10.11% 2
2022
Q2 		$243M Buy
7,872,455
+236,816
+3% +$8.36M 9.78% 3
2022
Q1 		$313M Buy
7,635,639
+117,000
+2% +$5.36M 9.13% 4
2021
Q4 		$412M Buy
7,518,639
+1,662,674
+28% +$108M 11.27% 3
2021
Q3 		$416M Buy
5,855,965
+950,000
+19% +$63.3M 12.47% 2
2021
Q2 		$294M Buy
4,905,965
+2,519,700
+106% +$159M 9.21% 7
2021
Q1 		$159M Buy
+2,386,265
New +$170M 5.68% 10

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LPP
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SCM
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CCA
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