Jones Financial Companies
NCNO icon

Jones Financial Companies’s nCino NCNO Stock Holding History

Jones Financial Companies’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 		$370K Buy
26,397
+23,968
+987% +$450K ﹤0.01% 2179
2025
Q4 		$62.3K Buy
2,429
+1,195
+97% +$30.3K ﹤0.01% 2424
2025
Q3 		$34.5K Buy
1,234
+264
+27% +$7.71K ﹤0.01% 2530
2025
Q2 		$26.8K Buy
970
+768
+380% +$19.2K ﹤0.01% 2475
2025
Q1 		$5.84K Sell
202
-24
-11% -$759 ﹤0.01% 2907
2024
Q4 		$7.59K Sell
226
-88
-28% -$3.28K ﹤0.01% 2628
2024
Q3 		$9.82K Buy
314
+139
+79% +$4.4K ﹤0.01% 2212
2024
Q2 		$5.5K Buy
+175
New +$5.47K ﹤0.01% 1919

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 $6.73T AUM 46.02% 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 $235M AUM 22.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Jones Financial Companies's NCNO Position: Q1 2026 in Review

Jones Financial Companies increased its nCino (NCNO) stake by 987% in Q1 2026, buying an estimated $450K and bringing the position to 26,397 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Jones Financial Companies first reported a position in NCNO in Q2 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Jones Financial Companies held 26,397 shares of nCino worth $370K as of Q1 2026.
  • Jones Financial Companies bought 23,968 nCino shares in Q1 2026, an estimated $450K.
  • nCino made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2179 holding.
  • Jones Financial Companies first reported a position in nCino in Q2 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.