NZS Capital’s nCino NCNO Stock Holding History

NZS Capital’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
2023 Q2	–	Sell	-67,388	Closed	-$1.67M	–	65
2023 Q1	$1.67M	Sell	67,388 -118,661	-64%	-$3.13M	0.09%	65
2022 Q4	$4.92M	Buy	186,049 +11,052	+6%	+$311K	0.42%	51
2022 Q3	$5.97M	Buy	174,997 +54,479	+45%	+$1.84M	0.55%	47
2022 Q2	$3.73M	Buy	120,518 +34,426	+40%	+$1.22M	0.4%	51
2022 Q1	$3.53M	Buy	86,092 +58,933	+217%	+$2.7M	0.36%	51
2021 Q4	$1.49M	Buy	+27,159	New	+$1.76M	0.13%	66

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

NZS Capital's NCNO Position: Q2 2023 in Review

NZS Capital sold out of nCino (NCNO) in Q2 2023, closing a stake of 67,388 shares — an estimated $1.67M sold.

NZS Capital first reported a position in NCNO in Q4 2021 and held it in 6 quarters. The position peaked at $5.97M in Q3 2022. 199 funds tracked by Wall St. Rank hold NCNO as of Q2 2023.

NZS Capital reported no remaining nCino position as of Q2 2023 after selling out during the quarter.
NZS Capital sold 67,388 nCino shares in Q2 2023, an estimated $1.67M.
NZS Capital first reported a position in nCino in Q4 2021 and held it in 6 quarters.
NZS Capital's nCino position peaked at $5.97M in Q3 2022.
199 funds tracked by Wall St. Rank held nCino as of Q2 2023.

Based on NZS Capital's 13F filing for Q2 2023, filed 11 Aug 2023.