Orion Portfolio Solutions’s nCino NCNO Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.16M	Sell	42,399 -127	-0.3%	-$4.02K	0.01%	1000
2024 Q4	$1.43M	Sell	42,526 -624	-1%	-$23.2K	0.01%	861
2024 Q3	$1.36M	Buy	43,150 +4,656	+12%	+$147K	0.01%	885
2024 Q2	$1.21M	Sell	38,494 -3,497	-8%	-$109K	0.01%	898
2024 Q1	$1.57M	Buy	41,991 +7,576	+22%	+$239K	0.02%	774
2023 Q4	$1.19M	Sell	34,415 -14,747	-30%	-$439K	0.01%	874
2023 Q3	$1.56M	Sell	49,162 -2,665	-5%	-$82.2K	0.02%	720
2023 Q2	$1.56M	Sell	51,827 -3,287	-6%	-$83.7K	0.02%	764
2023 Q1	$1.37M	Buy	+55,114	New	+$1.45M	0.02%	748

Other funds holding NCNO

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

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

HCM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IHG

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

ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Orion Portfolio Solutions's NCNO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its nCino (NCNO) stake by 0.3% in Q1 2025, selling an estimated $4.02K and leaving 42,399 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1000.

Orion Portfolio Solutions first reported a position in NCNO in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.57M in Q1 2024. 275 funds tracked by Wall St. Rank hold NCNO as of Q1 2025.

Orion Portfolio Solutions held 42,399 shares of nCino worth $1.16M as of Q1 2025.
Orion Portfolio Solutions sold 127 nCino shares in Q1 2025, an estimated $4.02K.
nCino made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1000 holding.
Orion Portfolio Solutions first reported a position in nCino in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's nCino position peaked at $1.57M in Q1 2024.
275 funds tracked by Wall St. Rank held nCino as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.