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NCNO icon

&Partners’s nCino NCNO Stock Holding History

&Partners’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
2026
Q2 		– Sell
-14,419
Closed -$216K – 2549
2026
Q1 		$216K Sell
14,419
-738
-5% -$13.9K ﹤0.01% 2201
2025
Q4 		$389K Sell
15,157
-8,538
-36% -$217K ﹤0.01% 1764
2025
Q3 		$642K Buy
23,695
+1,146
+5% +$33.5K ﹤0.01% 1305
2025
Q2 		$631K Buy
22,549
+6,436
+40% +$161K ﹤0.01% 1233
2025
Q1 		$466K Buy
16,113
+1,108
+7% +$35K 0.01% 1167
2024
Q4 		$516K Buy
15,005
+8,329
+125% +$310K 0.01% 1062
2024
Q3 		$211K Buy
+6,676
New +$211K ﹤0.01% 1280
2022
Q2 		– Sell
-5,745
Closed -$235K – 207
2022
Q1 		$235K Sell
5,745
-2,410
-30% -$110K 0.13% 163
2021
Q4 		$447K Sell
8,155
-200
-2% -$13K 0.27% 88
2021
Q3 		$593K Sell
8,355
-285
-3% -$19K 0.38% 66
2021
Q2 		$518K Buy
+8,640
New +$544K 0.34% 71

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

&Partners's NCNO Position: Q2 2026 in Review

&Partners sold out of nCino (NCNO) in Q2 2026, closing a stake of 14,419 shares — an estimated $216K sold.

&Partners first reported a position in NCNO in Q2 2021 and held it in 11 quarters. The position peaked at $642K in Q3 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • &Partners reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 14,419 nCino shares in Q2 2026, an estimated $216K.
  • &Partners first reported a position in nCino in Q2 2021 and held it in 11 quarters.
  • &Partners's nCino position peaked at $642K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.