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LRI Investments’s nCino NCNO Stock Holding History

LRI Investments’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 		$33 Buy
+2
New +$33 ﹤0.01% 1931

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

LRI Investments's NCNO Position: Q2 2026 in Review

LRI Investments opened a new position in nCino (NCNO) in Q2 2026: 2 shares worth $33. The stake represents ﹤0.01% of the portfolio and ranks #1931 among its holdings.

289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • LRI Investments held 2 shares of nCino worth $33 as of Q2 2026.
  • nCino was a new LRI Investments position in Q2 2026.
  • nCino made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1931 holding.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.