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MAI Capital Management’s nCino NCNO Stock Holding History

MAI Capital Management’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 		$334K Buy
20,410
+13,240
+185% +$217K ﹤0.01% 1527
2026
Q1 		$107K Buy
7,170
+7,140
+23,800% +$134K ﹤0.01% 1790
2025
Q4 		$770 Sell
30
-29
-49% -$736 ﹤0.01% 3706
2025
Q3 		$1.6K Hold
59
– – ﹤0.01% 3361
2025
Q2 		$1.65K Sell
59
-30
-34% -$749 ﹤0.01% 3467
2025
Q1 		$2.44K Buy
89
+41
+85% +$1.3K ﹤0.01% 2935
2024
Q4 		$1.61K Buy
+48
New +$1.79K ﹤0.01% 3075

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

MAI Capital Management's NCNO Position: Q2 2026 in Review

MAI Capital Management increased its nCino (NCNO) stake by 185% in Q2 2026, buying an estimated $217K and bringing the position to 20,410 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

MAI Capital Management first reported a position in NCNO in Q4 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • MAI Capital Management held 20,410 shares of nCino worth $334K as of Q2 2026.
  • MAI Capital Management bought 13,240 nCino shares in Q2 2026, an estimated $217K.
  • nCino made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1527 holding.
  • MAI Capital Management first reported a position in nCino in Q4 2024 and has held it in 7 quarters since.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.