Insight Holdings Group’s nCino NCNO Stock Holding History

Insight Holdings Group’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
2025 Q3	–	Sell	-4,458,591	Closed	-$125M	–	30
2025 Q2	$125M	Hold	4,458,591	–	–	5.21%	7
2025 Q1	$122M	Sell	4,458,591 -54,876	-1%	-$1.74M	9.49%	4
2024 Q4	$152M	Sell	4,513,467 -11,500,000	-72%	-$428M	9.8%	4
2024 Q3	$506M	Sell	16,013,467 -9,000,000	-36%	-$285M	21.99%	2
2024 Q2	$787M	Sell	25,013,467 -14,109,547	-36%	-$441M	27.27%	1
2024 Q1	$1.46B	Hold	39,123,014	–	–	40.83%	1
2023 Q4	$1.32B	Hold	39,123,014	–	–	31.76%	1
2023 Q3	$1.24B	Hold	39,123,014	–	–	32.29%	1
2023 Q2	$1.18B	Hold	39,123,014	–	–	27.23%	1
2023 Q1	$969M	Hold	39,123,014	–	–	21.84%	2
2022 Q4	$1.03B	Buy	39,123,014 +7,912,118	+25%	+$223M	21.68%	2
2022 Q3	$1.06B	Hold	31,210,896	–	–	21.36%	2
2022 Q2	$965M	Sell	31,210,896 -7,912,118	-20%	-$279M	19.96%	2
2022 Q1	$1.6B	Buy	39,123,014 +7,912,118	+25%	+$362M	21.7%	2
2021 Q4	$1.71B	Hold	31,210,896	–	–	15.99%	3
2021 Q3	$2.22B	Hold	31,210,896	–	–	20.28%	2
2021 Q2	$1.87B	Hold	31,210,896	–	–	21.1%	2
2021 Q1	$2.08B	Sell	31,210,896 -1,990,453	-6%	-$142M	68.58%	1
2020 Q4	$2.4B	Sell	33,201,349 -4,814,802	-13%	-$372M	64.33%	1
2020 Q3	$3.03B	Buy	+38,016,151	New	+$3.03B	78.36%	1

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return