Legacy Advisors’s nCino NCNO Stock Holding History

Legacy 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
2026 Q2	$285K	Buy	17,445 +6,930	+66%	+$114K	0.03%	255
2026 Q1	$158K	Buy	+10,515	New	+$198K	0.02%	269
2025 Q4	–	Sell	-8,432	Closed	-$229K	–	289
2025 Q3	$229K	Buy	+8,432	New	+$246K	0.03%	226
2025 Q2	–	Sell	-21,819	Closed	-$12.6K	–	269
2025 Q1	$12.6K	Buy	21,819 +8,535	+64%	+$270K	﹤0.01%	424
2024 Q4	$446K	Buy	13,284 +4,860	+58%	+$181K	0.04%	265
2024 Q3	$266K	Buy	+8,424	New	+$267K	0.03%	310

Other funds holding NCNO

CCA

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Legacy Advisors's NCNO Position: Q2 2026 in Review

Legacy Advisors increased its nCino (NCNO) stake by 66% in Q2 2026, buying an estimated $114K and bringing the position to 17,445 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #255.

Legacy Advisors first reported a position in NCNO in Q3 2024 and has held it in 6 quarters since. The position peaked at $446K in Q4 2024. 43 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Legacy Advisors held 17,445 shares of nCino worth $285K as of Q2 2026.
Legacy Advisors bought 6,930 nCino shares in Q2 2026, an estimated $114K.
nCino made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #255 holding.
Legacy Advisors first reported a position in nCino in Q3 2024 and has held it in 6 quarters since.
Legacy Advisors's nCino position peaked at $446K in Q4 2024.
43 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.