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Northwest & Ethical Investments’s nCino NCNO Stock Holding History

Northwest & Ethical Investments’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
-22,440
Closed -$628K – 535
2025
Q3 		$628K Buy
+22,440
New +$656K 0.01% 382
2025
Q2 		– Sell
-16,542
Closed -$454K – 525
2025
Q1 		$454K Buy
16,542
+8,542
+107% +$270K 0.01% 392
2024
Q4 		$268K Buy
8,000
+3,200
+67% +$119K 0.01% 387
2024
Q3 		$152K Buy
+4,800
New +$152K ﹤0.01% 438

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 $5.72T AUM 30.48% 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

Northwest & Ethical Investments's NCNO Position: Q4 2025 in Review

Northwest & Ethical Investments sold out of nCino (NCNO) in Q4 2025, closing a stake of 22,440 shares — an estimated $628K sold.

Northwest & Ethical Investments first reported a position in NCNO in Q3 2024 and held it in 4 quarters. The position peaked at $628K in Q3 2025. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Northwest & Ethical Investments reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 22,440 nCino shares in Q4 2025, an estimated $628K.
  • Northwest & Ethical Investments first reported a position in nCino in Q3 2024 and held it in 4 quarters.
  • Northwest & Ethical Investments's nCino position peaked at $628K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Northwest & Ethical Investments's 13F filing for Q4 2025, filed 12 Feb 2026.