Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.16M Sell
277,768
-1,350
-0.5% -$25.4K 0.08% 179
2025
Q4
$7.16M Buy
279,118
+24,335
+10% +$618K 0.13% 145
2025
Q3
$6.91M Hold
254,783
0.12% 155
2025
Q2
$7.13M Buy
254,783
+26,243
+11% +$656K 0.12% 157
2025
Q1
$6.28M Buy
228,540
+24,913
+12% +$788K 0.11% 170
2024
Q4
$6.84M Buy
203,627
+14,829
+8% +$552K 0.11% 170
2024
Q3
$5.96M Buy
188,798
+55,430
+42% +$1.75M 0.1% 185
2024
Q2
$4.19M Buy
133,368
+15,500
+13% +$485K 0.07% 201
2024
Q1
$4.41M Buy
117,868
+7,950
+7% +$250K 0.07% 200
2023
Q4
$3.7M Buy
+109,918
New +$3.27M 0.07% 204

Other funds holding NCNO