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Marc Stad’s nCino NCNO Stock Holding History

Marc Stad’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
2024
Q2 		– Sell
-1,771,454
Closed -$66.2M – 35
2024
Q1 		$66.2M Sell
1,771,454
-2,853,792
-62% -$89.9M 1.53% 16
2023
Q4 		$156M Sell
4,625,246
-3,374,638
-42% -$100M 3.38% 11
2023
Q3 		$254M Sell
7,999,884
-153,014
-2% -$4.72M 5.86% 9
2023
Q2 		$246M Hold
8,152,898
– – 5.07% 9
2023
Q1 		$202M Buy
8,152,898
+786,341
+11% +$20.7M 4.78% 9
2022
Q4 		$195M Buy
7,366,557
+50,000
+0.7% +$1.41M 6.03% 6
2022
Q3 		$250M Hold
7,316,557
– – 6.56% 5
2022
Q2 		$226M Buy
7,316,557
+2,722,279
+59% +$96.1M 5.79% 8
2022
Q1 		$188M Buy
4,594,278
+2,994,628
+187% +$137M 2.4% 16
2021
Q4 		$87.8M Buy
1,599,650
+1,324,650
+482% +$86M 1.01% 27
2021
Q3 		$19.5M Hold
275,000
– – 0.26% 47
2021
Q2 		$16.5M Hold
275,000
– – 0.21% 49
2021
Q1 		$18.3M Hold
275,000
– – 0.26% 43
2020
Q4 		$19.9M Hold
275,000
– – 0.3% 30
2020
Q3 		$21.9M Buy
+275,000
New +$21.9M 0.49% 22

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Marc Stad's NCNO Position: Q2 2024 in Review

Marc Stad sold out of nCino (NCNO) in Q2 2024, closing a stake of 1,771,454 shares — an estimated $66.2M sold.

Marc Stad first reported a position in NCNO in Q3 2020 and held it in 15 quarters. The position peaked at $254M in Q3 2023. 250 funds tracked by Wall St. Rank hold NCNO as of Q2 2024.

  • Marc Stad reported no remaining nCino position as of Q2 2024 after selling out during the quarter.
  • Marc Stad sold 1,771,454 nCino shares in Q2 2024, an estimated $66.2M.
  • Marc Stad first reported a position in nCino in Q3 2020 and held it in 15 quarters.
  • Marc Stad's nCino position peaked at $254M in Q3 2023.
  • 250 funds tracked by Wall St. Rank held nCino as of Q2 2024.

Based on Dragoneer Investment Group's 13F filing for Q2 2024, filed 14 Aug 2024.