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NewEdge Advisors’s nCino NCNO Stock Holding History

NewEdge Advisors’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
-9
Closed -$336 – 3937
2024
Q1 		$336 Sell
9
-165
-95% -$5.2K ﹤0.01% 3627
2023
Q4 		$5.85K Buy
+174
New +$5.18K ﹤0.01% 3072
2023
Q1 		– Sell
-1,075
Closed -$28.4K – 3882
2022
Q4 		$28.4K Buy
+1,075
New +$30.3K ﹤0.01% 1987

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

NewEdge Advisors's NCNO Position: Q2 2024 in Review

NewEdge Advisors sold out of nCino (NCNO) in Q2 2024, closing a stake of 9 shares — an estimated $336 sold.

NewEdge Advisors first reported a position in NCNO in Q4 2022 and held it in 3 quarters. The position peaked at $28.4K in Q4 2022. 249 funds tracked by Wall St. Rank hold NCNO as of Q2 2024.

  • NewEdge Advisors reported no remaining nCino position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 9 nCino shares in Q2 2024, an estimated $336.
  • NewEdge Advisors first reported a position in nCino in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's nCino position peaked at $28.4K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held nCino as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.