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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
Q2 		$33K Buy
2,017
+1,990
+7,370% +$32.7K ﹤0.01% 2656
2026
Q1 		$404 Buy
27
+2
+8% +$38 ﹤0.01% 4471
2025
Q4 		$641 Buy
+25
New +$635 ﹤0.01% 4214
2025
Q2 		– Hold
0
– – – 2306
2025
Q1 		– Hold
0
– – – 3475
2024
Q4 		– Hold
0
– – – 3385
2023
Q2 		– Sell
-21
Closed -$1.07K – 3528
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

IFP Advisors's NCNO Position: Q2 2026 in Review

IFP Advisors increased its nCino (NCNO) stake by 7,370% in Q2 2026, buying an estimated $32.7K and bringing the position to 2,017 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

IFP Advisors first reported a position in NCNO in Q1 2021 and has held it in 9 quarters since. The position peaked at $88K in Q3 2021. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • IFP Advisors held 2,017 shares of nCino worth $33K as of Q2 2026.
  • IFP Advisors bought 1,990 nCino shares in Q2 2026, an estimated $32.7K.
  • nCino made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2656 holding.
  • IFP Advisors first reported a position in nCino in Q1 2021 and has held it in 9 quarters since.
  • IFP Advisors's nCino position peaked at $88K in Q3 2021.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.