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Morningstar Investment Management’s nCino NCNO Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-33,696
Closed -$913K – 414
2025
Q3 		$913K Buy
+33,696
New +$985K 0.03% 363

Other funds holding NCNO

Vanguard Group
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 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

Morningstar Investment Management's NCNO Position: Q4 2025 in Review

Morningstar Investment Management sold out of nCino (NCNO) in Q4 2025, closing a stake of 33,696 shares — an estimated $913K sold.

Morningstar Investment Management first reported a position in NCNO in Q3 2025 and held it in 1 quarter. The position peaked at $913K in Q3 2025. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Morningstar Investment Management reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 33,696 nCino shares in Q4 2025, an estimated $913K.
  • Morningstar Investment Management first reported a position in nCino in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's nCino position peaked at $913K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.