IA
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IFP Advisors’s nCino NCNO Stock Holding History

IFP 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
2026
Q1 		$404 Buy
27
+2
+8% +$38 ﹤0.01% 4471
2025
Q4 		$641 Buy
+25
New +$635 ﹤0.01% 4214
2025
Q3 		– Hold
0
– -$30.9K – 5024
2025
Q2 		– Hold
0
– – – 2306
2025
Q1 		– Hold
0
– – – 3475
2024
Q4 		– Hold
0
– – – 3385
2023
Q2 		– Sell
-21
Closed -$1.07K – 3530
2023
Q1 		$1.07K Hold
21
– – ﹤0.01% 3072
2022
Q4 		$1K Buy
21
+5
+31% +$141 ﹤0.01% 4411
2022
Q3 		$1K Buy
+16
New +$539 ﹤0.01% 4616
2021
Q4 		– Sell
-1,222
Closed -$88K – 3442
2021
Q3 		$88K Buy
1,222
+132
+12% +$8.8K ﹤0.01% 1344
2021
Q2 		$65K Buy
1,090
+100
+10% +$6.3K ﹤0.01% 1405
2021
Q1 		$66K Buy
+990
New +$70.7K ﹤0.01% 1340

Other funds holding NCNO

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return