Level Four Financial’s nCino NCNO Stock Holding History

Level Four Financial’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
2021 Q3	$506K	Sell	7,120 -6,056	-46%	-$404K	0.22%	114
2021 Q2	$790K	Buy	13,176 +389	+3%	+$24.5K	0.33%	85
2021 Q1	$853K	Sell	12,787 -2,057	-14%	-$147K	0.4%	72
2020 Q4	$1.07M	Buy	+14,844	New	+$1.15M	0.46%	57

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Level Four Financial's NCNO Position: Q3 2021 in Review

Level Four Financial reduced its nCino (NCNO) stake by 46% in Q3 2021, selling an estimated $404K and leaving 7,120 shares worth $506K. The position accounts for 0.22% of the portfolio, ranked #114.

Level Four Financial first reported a position in NCNO in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.07M in Q4 2020. 232 funds tracked by Wall St. Rank hold NCNO as of Q3 2021.

Level Four Financial held 7,120 shares of nCino worth $506K as of Q3 2021.
Level Four Financial sold 6,056 nCino shares in Q3 2021, an estimated $404K.
nCino made up 0.22% of Level Four Financial's portfolio in Q3 2021, its #114 holding.
Level Four Financial first reported a position in nCino in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's nCino position peaked at $1.07M in Q4 2020.
232 funds tracked by Wall St. Rank held nCino as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.