Pathstone Holdings
NCNO icon

Pathstone Holdings’s nCino NCNO Stock Holding History

Pathstone 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
2026
Q2 		$255K Sell
15,568
-17,712
-53% -$291K ﹤0.01% 2136
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

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

Pathstone Holdings's NCNO Position: Q2 2026 in Review

Pathstone Holdings reduced its nCino (NCNO) stake by 53% in Q2 2026, selling an estimated $291K and leaving 15,568 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Pathstone Holdings first reported a position in NCNO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Pathstone Holdings held 15,568 shares of nCino worth $255K as of Q2 2026.
  • Pathstone Holdings sold 17,712 nCino shares in Q2 2026, an estimated $291K.
  • nCino made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2136 holding.
  • Pathstone Holdings first reported a position in nCino in Q2 2024 and has held it in 9 quarters since.
  • Pathstone Holdings's nCino position peaked at $1.12M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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