Osaic Holdings
NCNO icon

Osaic Holdings’s nCino NCNO Stock Holding History

Osaic Holdings’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
Q2 		– Sell
-3
Closed -$345 – 7831
2025
Q1 		$345 Hold
3
– – ﹤0.01% 7075
2024
Q4 		$1.65K Buy
+3
New +$112 ﹤0.01% 6684

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

Osaic Holdings's NCNO Position: Q2 2026 in Review

Osaic Holdings increased its nCino (NCNO) stake by 33% in Q2 2026, buying an estimated $21.5K and bringing the position to 5,271 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5073.

Osaic Holdings first reported a position in NCNO in Q3 2020 and has held it in 24 quarters since. The position peaked at $679K in Q3 2023. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Osaic Holdings held 5,271 shares of nCino worth $86.2K as of Q2 2026.
  • Osaic Holdings bought 1,308 nCino shares in Q2 2026, an estimated $21.5K.
  • nCino made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5073 holding.
  • Osaic Holdings first reported a position in nCino in Q3 2020 and has held it in 24 quarters since.
  • Osaic Holdings's nCino position peaked at $679K in Q3 2023.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.