Picton Mahoney Asset Management’s nCino NCNO Stock Holding History

Picton Mahoney Asset Management’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 Q4	–	Sell	-403,006	Closed	-$10.9M	–	1297
2025 Q3	$10.9M	Buy	+403,006	New	+$11.8M	0.1%	182
2025 Q2	–	Sell	-220,437	Closed	-$6.06M	–	1108
2025 Q1	$6.06M	Sell	220,437 -168,215	-43%	-$5.32M	0.1%	178
2024 Q4	$13.1M	Buy	388,652 +187,727	+93%	+$6.99M	0.27%	94
2024 Q3	$6.35M	Buy	+200,925	New	+$6.36M	0.21%	145
2021 Q1	–	Sell	-31,010	Closed	-$2.25M	–	365
2020 Q4	$2.25M	Sell	31,010 -13,121	-30%	-$1.01M	0.11%	215
2020 Q3	$3.52M	Buy	+44,131	New	+$3.52M	0.19%	147

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Picton Mahoney Asset Management's NCNO Position: Q4 2025 in Review

Picton Mahoney Asset Management sold out of nCino (NCNO) in Q4 2025, closing a stake of 403,006 shares — an estimated $10.9M sold.

Picton Mahoney Asset Management first reported a position in NCNO in Q3 2020 and held it in 6 quarters. The position peaked at $13.1M in Q4 2024. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

Picton Mahoney Asset Management reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 403,006 nCino shares in Q4 2025, an estimated $10.9M.
Picton Mahoney Asset Management first reported a position in nCino in Q3 2020 and held it in 6 quarters.
Picton Mahoney Asset Management's nCino position peaked at $13.1M in Q4 2024.
295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.