Pathstone Holdings’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
37,205
-392
-1% -$11K ﹤0.01% 1367
2025
Q1
$1.03M Buy
37,597
+4,392
+13% +$121K ﹤0.01% 1369
2024
Q4
$1.12M Buy
33,205
+20,046
+152% +$673K ﹤0.01% 1306
2024
Q3
$416K Buy
13,159
+2,880
+28% +$91K ﹤0.01% 1814
2024
Q2
$323K Buy
+10,279
New +$323K ﹤0.01% 1900