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Oak Thistle LLC’s nCino NCNO Stock Holding History

Oak Thistle LLC’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 		$1.45M Buy
88,945
+70,350
+378% +$1.15M 0.14% 260
2026
Q1 		$279K Buy
+18,595
New +$349K 0.03% 431
2025
Q3 		– Sell
-8,243
Closed -$231K – 585
2025
Q2 		$231K Buy
+8,243
New +$206K 0.03% 431
2023
Q4 		– Sell
-18,732
Closed -$596K – 579
2023
Q3 		$596K Buy
+18,732
New +$578K 0.18% 245
2023
Q2 		– Sell
-23,161
Closed -$574K – 483
2023
Q1 		$574K Buy
+23,161
New +$611K 0.34% 104
2022
Q2 		– Sell
-6,775
Closed -$278K – 328
2022
Q1 		$278K Buy
+6,775
New +$310K 0.15% 282

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Oak Thistle LLC's NCNO Position: Q2 2026 in Review

Oak Thistle LLC increased its nCino (NCNO) stake by 378% in Q2 2026, buying an estimated $1.15M and bringing the position to 88,945 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #260.

Oak Thistle LLC first reported a position in NCNO in Q1 2022 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Oak Thistle LLC held 88,945 shares of nCino worth $1.45M as of Q2 2026.
  • Oak Thistle LLC bought 70,350 nCino shares in Q2 2026, an estimated $1.15M.
  • nCino made up 0.14% of Oak Thistle LLC's portfolio in Q2 2026, its #260 holding.
  • Oak Thistle LLC first reported a position in nCino in Q1 2022 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.