MAFM
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Mid Atlantic Financial Management’s nCino NCNO Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$413K Buy
5,817
+117
+2% +$7.8K 0.03% 534
2021
Q2 		$342K Buy
5,700
+268
+5% +$16.9K 0.02% 612
2021
Q1 		$362K Buy
5,432
+2,268
+72% +$162K 0.03% 551
2020
Q4 		$229K Hold
3,164
– – 0.02% 678
2020
Q3 		$231K Buy
+3,164
New +$253K 0.02% 622

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mid Atlantic Financial Management's NCNO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its nCino (NCNO) stake by 2.1% in Q3 2021, buying an estimated $7.8K and bringing the position to 5,817 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #534.

Mid Atlantic Financial Management first reported a position in NCNO in Q3 2020 and has held it in 5 quarters since. 232 funds tracked by Wall St. Rank hold NCNO as of Q3 2021.

  • Mid Atlantic Financial Management held 5,817 shares of nCino worth $413K as of Q3 2021.
  • Mid Atlantic Financial Management bought 117 nCino shares in Q3 2021, an estimated $7.8K.
  • nCino made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #534 holding.
  • Mid Atlantic Financial Management first reported a position in nCino in Q3 2020 and has held it in 5 quarters since.
  • 232 funds tracked by Wall St. Rank held nCino as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.