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Petrus Trust Company’s nCino NCNO Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-9,987
Closed -$279K – 404
2025
Q2 		$279K Buy
9,987
+1,431
+17% +$35.8K 0.03% 347
2025
Q1 		$235K Sell
8,556
-4,019
-32% -$127K 0.02% 484
2024
Q4 		$422K Sell
12,575
-1,960
-13% -$73K 0.04% 303
2024
Q3 		$459K Sell
14,535
-2,582
-15% -$81.7K 0.04% 262
2024
Q2 		$538K Buy
17,117
+5,239
+44% +$164K 0.05% 203
2024
Q1 		$444K Buy
11,878
+4,530
+62% +$143K 0.04% 263
2023
Q4 		$247K Buy
+7,348
New +$219K 0.02% 507

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Petrus Trust Company's NCNO Position: Q3 2025 in Review

Petrus Trust Company sold out of nCino (NCNO) in Q3 2025, closing a stake of 9,987 shares — an estimated $279K sold.

Petrus Trust Company first reported a position in NCNO in Q4 2023 and held it in 7 quarters. The position peaked at $538K in Q2 2024. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Petrus Trust Company reported no remaining nCino position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 9,987 nCino shares in Q3 2025, an estimated $279K.
  • Petrus Trust Company first reported a position in nCino in Q4 2023 and held it in 7 quarters.
  • Petrus Trust Company's nCino position peaked at $538K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.