Oppenheimer Asset Management’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
86,124
+23,907
+38% +$669K 0.03% 497
2025
Q1
$1.71M Buy
62,217
+10,713
+21% +$294K 0.02% 564
2024
Q4
$1.73M Buy
51,504
+38,806
+306% +$1.3M 0.02% 581
2024
Q3
$401K Buy
12,698
+24
+0.2% +$758 ﹤0.01% 924
2024
Q2
$399K Buy
12,674
+2,590
+26% +$81.5K 0.01% 906
2024
Q1
$377K Buy
10,084
+800
+9% +$29.9K 0.01% 909
2023
Q4
$312K Buy
9,284
+746
+9% +$25.1K ﹤0.01% 976
2023
Q3
$272K Buy
+8,538
New +$272K ﹤0.01% 981