OQS
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Occudo Quantitative Strategies’s nCino NCNO Stock Holding History

Occudo Quantitative Strategies’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
-8,786
Closed -$218K – 1189
2023
Q1 		$218K Sell
8,786
-12,003
-58% -$317K 0.02% 729
2022
Q4 		$550K Sell
20,789
-8,350
-29% -$235K 0.06% 475
2022
Q3 		$994K Buy
+29,139
New +$982K 0.08% 404
2021
Q3 		– Sell
-5,150
Closed -$309K – 1100
2021
Q2 		$309K Buy
+5,150
New +$324K 0.05% 583

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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Occudo Quantitative Strategies's NCNO Position: Q2 2023 in Review

Occudo Quantitative Strategies sold out of nCino (NCNO) in Q2 2023, closing a stake of 8,786 shares — an estimated $218K sold.

Occudo Quantitative Strategies first reported a position in NCNO in Q2 2021 and held it in 4 quarters. The position peaked at $994K in Q3 2022. 199 funds tracked by Wall St. Rank hold NCNO as of Q2 2023.

  • Occudo Quantitative Strategies reported no remaining nCino position as of Q2 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 8,786 nCino shares in Q2 2023, an estimated $218K.
  • Occudo Quantitative Strategies first reported a position in nCino in Q2 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's nCino position peaked at $994K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held nCino as of Q2 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.