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Mindset Wealth Management’s nCino NCNO Stock Holding History

Mindset Wealth 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
2025
Q2 		– Sell
-8,832
Closed -$243K – 159
2025
Q1 		$243K Buy
+8,832
New +$279K 0.09% 116

Other funds holding NCNO

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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Mindset Wealth Management's NCNO Position: Q2 2025 in Review

Mindset Wealth Management sold out of nCino (NCNO) in Q2 2025, closing a stake of 8,832 shares — an estimated $243K sold.

Mindset Wealth Management first reported a position in NCNO in Q1 2025 and held it in 1 quarter. The position peaked at $243K in Q1 2025. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

  • Mindset Wealth Management reported no remaining nCino position as of Q2 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 8,832 nCino shares in Q2 2025, an estimated $243K.
  • Mindset Wealth Management first reported a position in nCino in Q1 2025 and held it in 1 quarter.
  • Mindset Wealth Management's nCino position peaked at $243K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on Mindset Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.