KIA
NCNO icon

KLR Investment Advisors’s nCino NCNO Stock Holding History

KLR Investment Advisors’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
Q1 		$417K Buy
14,056
+1,100
+8% +$34.6K 0.3% 89
2023
Q4 		$436K Buy
12,956
+2,421
+23% +$72K 0.31% 87
2023
Q3 		$261K Sell
10,535
-1,957
-16% -$60.4K 0.24% 144
2023
Q2 		$376K Buy
12,492
+1,514
+14% +$38.5K 0.31% 104
2023
Q1 		$272K Sell
10,978
-2,762
-20% -$72.8K 0.24% 142
2022
Q4 		$363K Buy
+13,740
New +$387K 0.3% 102

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

KLR Investment Advisors's NCNO Position: Q1 2024 in Review

KLR Investment Advisors increased its nCino (NCNO) stake by 8.5% in Q1 2024, buying an estimated $34.6K and bringing the position to 14,056 shares worth $417K. The position accounts for 0.3% of the portfolio, ranked #89.

KLR Investment Advisors first reported a position in NCNO in Q4 2022 and has held it in 6 quarters since. The position peaked at $436K in Q4 2023. 228 funds tracked by Wall St. Rank hold NCNO as of Q1 2024.

  • KLR Investment Advisors held 14,056 shares of nCino worth $417K as of Q1 2024.
  • KLR Investment Advisors bought 1,100 nCino shares in Q1 2024, an estimated $34.6K.
  • nCino made up 0.3% of KLR Investment Advisors's portfolio in Q1 2024, its #89 holding.
  • KLR Investment Advisors first reported a position in nCino in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's nCino position peaked at $436K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held nCino as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.