Montag & Associates’s nCino NCNO Stock Holding History

Montag & Associates’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 Q4	–	Sell	-16	Closed	-$434	–	1092
2025 Q3	$434	Buy	+16	New	+$467	﹤0.01%	1091

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Montag & Associates's NCNO Position: Q4 2025 in Review

Montag & Associates sold out of nCino (NCNO) in Q4 2025, closing a stake of 16 shares — an estimated $434 sold.

Montag & Associates first reported a position in NCNO in Q3 2025 and held it in 1 quarter. The position peaked at $434 in Q3 2025. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

Montag & Associates reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 16 nCino shares in Q4 2025, an estimated $434.
Montag & Associates first reported a position in nCino in Q3 2025 and held it in 1 quarter.
Montag & Associates's nCino position peaked at $434 in Q3 2025.
295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.