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Jefferies Financial Group’s nCino NCNO Stock Holding History

Jefferies Financial 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
2024
Q3 		– Sell
-70,164
Closed -$2.21M – 1656
2024
Q2 		$2.21M Buy
70,164
+22,364
+47% +$699K 0.02% 519
2024
Q1 		$1.79M Buy
47,800
+15,787
+49% +$497K 0.02% 631
2023
Q4 		$1.08M Buy
+32,013
New +$953K 0.01% 924

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Jefferies Financial Group's NCNO Position: Q3 2024 in Review

Jefferies Financial Group sold out of nCino (NCNO) in Q3 2024, closing a stake of 70,164 shares — an estimated $2.21M sold.

Jefferies Financial Group first reported a position in NCNO in Q4 2023 and held it in 3 quarters. The position peaked at $2.21M in Q2 2024. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Jefferies Financial Group reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 70,164 nCino shares in Q3 2024, an estimated $2.21M.
  • Jefferies Financial Group first reported a position in nCino in Q4 2023 and held it in 3 quarters.
  • Jefferies Financial Group's nCino position peaked at $2.21M in Q2 2024.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.