Principal Financial Group
NCNO icon

Principal Financial Group’s nCino NCNO Stock Holding History

Principal Financial Group’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
Q1 		– Sell
-6,307
Closed -$212K – 2204
2024
Q4 		$212K Sell
6,307
-224
-3% -$8.34K ﹤0.01% 2100
2024
Q3 		$206K Sell
6,531
-261
-4% -$8.26K ﹤0.01% 2098
2024
Q2 		$214K Buy
6,792
+915
+16% +$28.6K ﹤0.01% 2131
2024
Q1 		$220K Buy
+5,877
New +$185K ﹤0.01% 2155
2022
Q4 		– Sell
-7,622
Closed -$260K – 2512
2022
Q3 		$260K Buy
+7,622
New +$257K ﹤0.01% 2125
2022
Q2 		– Sell
-5,523
Closed -$226K – 2606
2022
Q1 		$226K Sell
5,523
-552
-9% -$25.3K ﹤0.01% 2308
2021
Q4 		$333K Buy
6,075
+306
+5% +$19.9K ﹤0.01% 2222
2021
Q3 		$410K Buy
5,769
+647
+13% +$43.1K ﹤0.01% 2228
2021
Q2 		$307K Buy
5,122
+319
+7% +$20.1K ﹤0.01% 2348
2021
Q1 		$320K Buy
+4,803
New +$343K ﹤0.01% 2260

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Principal Financial Group's NCNO Position: Q1 2025 in Review

Principal Financial Group sold out of nCino (NCNO) in Q1 2025, closing a stake of 6,307 shares — an estimated $212K sold.

Principal Financial Group first reported a position in NCNO in Q1 2021 and held it in 10 quarters. The position peaked at $410K in Q3 2021. 275 funds tracked by Wall St. Rank hold NCNO as of Q1 2025.

  • Principal Financial Group reported no remaining nCino position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 6,307 nCino shares in Q1 2025, an estimated $212K.
  • Principal Financial Group first reported a position in nCino in Q1 2021 and held it in 10 quarters.
  • Principal Financial Group's nCino position peaked at $410K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held nCino as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.