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Parkworth Wealth Management’s nCino NCNO Stock Holding History

Parkworth Wealth Management’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 		$56 Buy
2
+1
+100% +$25 ﹤0.01% 1260
2025
Q1 		$27 Sell
1
-2
-67% -$63 ﹤0.01% 1183
2024
Q4 		$101 Buy
+3
New +$112 ﹤0.01% 977

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Parkworth Wealth Management's NCNO Position: Q2 2025 in Review

Parkworth Wealth Management increased its nCino (NCNO) stake by 100% in Q2 2025, buying an estimated $25 and bringing the position to 2 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Parkworth Wealth Management first reported a position in NCNO in Q4 2024 and has held it in 3 quarters since. The position peaked at $101 in Q4 2024. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of nCino worth $56 as of Q2 2025.
  • Parkworth Wealth Management bought 1 nCino share in Q2 2025, an estimated $25.
  • nCino made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1260 holding.
  • Parkworth Wealth Management first reported a position in nCino in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's nCino position peaked at $101 in Q4 2024.
  • 276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.