Pathstone Holdings’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$499K Buy
33,280
+7,342
+28% +$138K ﹤0.01% 1752
2025
Q4
$665K Sell
25,938
-12,273
-32% -$312K ﹤0.01% 1619
2025
Q3
$1.04M Buy
38,211
+1,006
+3% +$29.4K ﹤0.01% 1402
2025
Q2
$1.04M Sell
37,205
-392
-1% -$9.79K ﹤0.01% 1367
2025
Q1
$1.03M Buy
37,597
+4,392
+13% +$139K ﹤0.01% 1370
2024
Q4
$1.12M Buy
33,205
+20,046
+152% +$746K ﹤0.01% 1306
2024
Q3
$416K Buy
13,159
+2,880
+28% +$91.2K ﹤0.01% 1821
2024
Q2
$323K Buy
+10,279
New +$321K ﹤0.01% 1903

Other funds holding NCNO