Kayne Anderson Rudnick Investment Management’s nCino NCNO Stock Holding History

Kayne Anderson Rudnick Investment 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
2026 Q1	$77M	Sell	5,140,656 -760,335	-13%	-$14.3M	0.23%	104
2025 Q4	$151M	Sell	5,900,991 -1,112,363	-16%	-$28.2M	0.41%	74
2025 Q3	$190M	Sell	7,013,354 -469,182	-6%	-$13.7M	0.46%	67
2025 Q2	$209M	Buy	7,482,536 +670,809	+10%	+$16.8M	0.5%	66
2025 Q1	$187M	Sell	6,811,727 -80,603	-1%	-$2.55M	0.46%	70
2024 Q4	$231M	Sell	6,892,330 -512,676	-7%	-$19.1M	0.53%	62
2024 Q3	$234M	Sell	7,405,006 -377,683	-5%	-$12M	0.52%	61
2024 Q2	$245M	Buy	7,782,689 +635,064	+9%	+$19.9M	0.6%	57
2024 Q1	$267M	Sell	7,147,625 -122,389	-2%	-$3.85M	0.62%	56
2023 Q4	$244M	Sell	7,270,014 -251,557	-3%	-$7.49M	0.61%	55
2023 Q3	$239M	Sell	7,521,571 -436,594	-5%	-$13.5M	0.68%	53
2023 Q2	$240M	Buy	7,958,165 +634,120	+9%	+$16.1M	0.67%	54
2023 Q1	$181M	Buy	7,324,045 +1,808,829	+33%	+$47.7M	0.53%	59
2022 Q4	$146M	Sell	5,515,216 -259,308	-4%	-$7.3M	0.45%	68
2022 Q3	$197M	Buy	5,774,524 +1,430,585	+33%	+$48.2M	0.65%	55
2022 Q2	$134M	Buy	4,343,939 +271,050	+7%	+$9.57M	0.42%	74
2022 Q1	$167M	Sell	4,072,889 -584,352	-13%	-$26.8M	0.44%	72
2021 Q4	$255M	Sell	4,657,241 -59,475	-1%	-$3.86M	0.59%	60
2021 Q3	$335M	Buy	4,716,716 +16,142	+0.3%	+$1.08M	0.81%	47
2021 Q2	$282M	Buy	4,700,574 +142,701	+3%	+$8.99M	0.69%	54
2021 Q1	$304M	Buy	4,557,873 +255,885	+6%	+$18.3M	0.82%	41
2020 Q4	$312M	Buy	4,301,988 +1,918,095	+80%	+$148M	0.9%	36
2020 Q3	$190M	Buy	+2,383,893	New	+$190M	0.69%	50

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 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 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's NCNO Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its nCino (NCNO) stake by 13% in Q1 2026, selling an estimated $14.3M and leaving 5,140,656 shares worth $77M. The position accounts for 0.23% of the portfolio, ranked #104.

Kayne Anderson Rudnick Investment Management first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $335M in Q3 2021. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 5,140,656 shares of nCino worth $77M as of Q1 2026.
Kayne Anderson Rudnick Investment Management sold 760,335 nCino shares in Q1 2026, an estimated $14.3M.
nCino made up 0.23% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #104 holding.
Kayne Anderson Rudnick Investment Management first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
Kayne Anderson Rudnick Investment Management's nCino position peaked at $335M in Q3 2021.
283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.