LPL Financial
NCNO icon

LPL Financial’s nCino NCNO Stock Holding History

LPL 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
2026
Q2 		$576K Sell
35,231
-1,003
-3% -$16.5K ﹤0.01% 4903
2026
Q1 		$543K Sell
36,234
-1,020
-3% -$19.2K ﹤0.01% 4692
2025
Q4 		$955K Buy
37,254
+1,395
+4% +$35.4K ﹤0.01% 4114
2025
Q3 		$972K Sell
35,859
-8,183
-19% -$239K ﹤0.01% 4028
2025
Q2 		$1.23M Buy
44,042
+595
+1% +$14.9K ﹤0.01% 3561
2025
Q1 		$1.19M Sell
43,447
-1,298
-3% -$41.1K ﹤0.01% 3407
2024
Q4 		$1.5M Sell
44,745
-1,282
-3% -$47.7K ﹤0.01% 3146
2024
Q3 		$1.45M Buy
46,027
+7,367
+19% +$233K ﹤0.01% 3030
2024
Q2 		$1.22M Buy
38,660
+4,437
+13% +$139K ﹤0.01% 3075
2024
Q1 		$1.28M Buy
34,223
+10,304
+43% +$324K ﹤0.01% 2963
2023
Q4 		$804K Buy
23,919
+234
+1% +$6.96K ﹤0.01% 3252
2023
Q3 		$753K Buy
23,685
+6,200
+35% +$191K ﹤0.01% 3148
2023
Q2 		$527K Buy
+17,485
New +$445K ﹤0.01% 3400
2022
Q1 		– Sell
-4,350
Closed -$239K – 4332
2021
Q4 		$239K Sell
4,350
-1,126
-21% -$73.1K ﹤0.01% 3862
2021
Q3 		$389K Buy
+5,476
New +$365K ﹤0.01% 3436

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

LPL Financial's NCNO Position: Q2 2026 in Review

LPL Financial reduced its nCino (NCNO) stake by 2.8% in Q2 2026, selling an estimated $16.5K and leaving 35,231 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #4903.

LPL Financial first reported a position in NCNO in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2024. 118 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • LPL Financial held 35,231 shares of nCino worth $576K as of Q2 2026.
  • LPL Financial sold 1,003 nCino shares in Q2 2026, an estimated $16.5K.
  • nCino made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4903 holding.
  • LPL Financial first reported a position in nCino in Q3 2021 and has held it in 15 quarters since.
  • LPL Financial's nCino position peaked at $1.5M in Q4 2024.
  • 118 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.