HMI Capital Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Buy |
6,775,973
+2,195
| +0% | +$61.4K | 10.76% | 5 |
|
|
2025
Q1 | $186M | Hold |
6,773,778
| – | – | 10.13% | 6 |
|
|
2024
Q4 | $227M | Sell |
6,773,778
-1,100,000
| -14% | -$36.9M | 11.43% | 5 |
|
|
2024
Q3 | $249M | Buy |
7,873,778
+475,527
| +6% | +$15M | 10.3% | 5 |
|
|
2024
Q2 | $233M | Buy |
7,398,251
+820,564
| +12% | +$25.8M | 8.86% | 5 |
|
|
2024
Q1 | $246M | Sell |
6,577,687
-1,453,800
| -18% | -$54.3M | 9.05% | 5 |
|
|
2023
Q4 | $270M | Sell |
8,031,487
-134,938
| -2% | -$4.54M | 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% | +$16.5M | 7.91% | 6 |
|
|
2022
Q4 | $198M | Sell |
7,502,455
-370,000
| -5% | -$9.78M | 8.48% | 6 |
|
|
2022
Q3 | $269M | Hold |
7,872,455
| – | – | 10.11% | 2 |
|
|
2022
Q2 | $243M | Buy |
7,872,455
+236,816
| +3% | +$7.32M | 9.78% | 3 |
|
|
2022
Q1 | $313M | Buy |
7,635,639
+117,000
| +2% | +$4.79M | 9.13% | 4 |
|
|
2021
Q4 | $412M | Buy |
7,518,639
+1,662,674
| +28% | +$91.2M | 11.27% | 3 |
|
|
2021
Q3 | $416M | Buy |
5,855,965
+950,000
| +19% | +$67.5M | 12.47% | 2 |
|
|
2021
Q2 | $294M | Buy |
4,905,965
+2,519,700
| +106% | +$151M | 9.21% | 7 |
|
|
2021
Q1 | $159M | Buy |
+2,386,265
| New | +$159M | 5.68% | 10 |
|