NAM
NCNO icon

NorthCrest Asset Manangement’s nCino NCNO Stock Holding History

NorthCrest Asset Manangement’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
2026
Q2 		$322K Buy
+18,974
New +$311K 0.01% 716
2022
Q2 		– Sell
-5,360
Closed -$220K – 441
2022
Q1 		$220K Buy
+5,360
New +$245K 0.01% 386

Other funds holding NCNO

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

NorthCrest Asset Manangement's NCNO Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in nCino (NCNO) in Q2 2026: 18,974 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in NCNO as recently as Q1 2022.

NorthCrest Asset Manangement first reported a position in NCNO in Q1 2022 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • NorthCrest Asset Manangement held 18,974 shares of nCino worth $322K as of Q2 2026.
  • nCino was a new NorthCrest Asset Manangement position in Q2 2026.
  • nCino made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #716 holding.
  • NorthCrest Asset Manangement first reported a position in nCino in Q1 2022 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.