Islet Management’s nCino NCNO Stock Holding History

Islet 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
2022 Q2	–	Sell	-50,000	Closed	-$2.05M	–	149
2022 Q1	$2.05M	Buy	+50,000	New	+$2.29M	0.08%	101
2021 Q4	–	Sell	-200,000	Closed	-$14.2M	–	233
2021 Q3	$14.2M	Sell	200,000 -128,191	-39%	-$8.55M	0.31%	97
2021 Q2	$19.7M	Sell	328,191 -121,809	-27%	-$7.67M	0.54%	62
2021 Q1	$30M	Buy	450,000 +325,000	+260%	+$23.2M	0.74%	26
2020 Q4	$9.05M	Buy	+125,000	New	+$9.67M	0.41%	74

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HCM

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Islet Management's NCNO Position: Q2 2022 in Review

Islet Management sold out of nCino (NCNO) in Q2 2022, closing a stake of 50,000 shares — an estimated $2.05M sold.

Islet Management first reported a position in NCNO in Q4 2020 and held it in 5 quarters. The position peaked at $30M in Q1 2021. 188 funds tracked by Wall St. Rank hold NCNO as of Q2 2022.

Islet Management reported no remaining nCino position as of Q2 2022 after selling out during the quarter.
Islet Management sold 50,000 nCino shares in Q2 2022, an estimated $2.05M.
Islet Management first reported a position in nCino in Q4 2020 and held it in 5 quarters.
Islet Management's nCino position peaked at $30M in Q1 2021.
188 funds tracked by Wall St. Rank held nCino as of Q2 2022.

Based on Islet Management's 13F filing for Q2 2022, filed 15 Aug 2022.