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Principal Securities’s nCino NCNO Stock Holding History

Principal Securities’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
-59
Closed -$1.6K – 2727
2025
Q3 		$1.6K Sell
59
-3
-5% -$88 ﹤0.01% 3285
2025
Q2 		$1.73K Sell
62
-18
-23% -$450 ﹤0.01% 3190
2025
Q1 		$2.69K Hold
80
– – ﹤0.01% 2963
2024
Q4 		$2.69K Sell
80
-10
-11% -$372 ﹤0.01% 2958
2024
Q3 		$2.84K Buy
+90
New +$2.85K ﹤0.01% 2847

Other funds holding NCNO

Vanguard Group
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 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

Principal Securities's NCNO Position: Q4 2025 in Review

Principal Securities sold out of nCino (NCNO) in Q4 2025, closing a stake of 59 shares — an estimated $1.6K sold.

Principal Securities first reported a position in NCNO in Q3 2024 and held it in 5 quarters. The position peaked at $2.84K in Q3 2024. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Principal Securities reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 59 nCino shares in Q4 2025, an estimated $1.6K.
  • Principal Securities first reported a position in nCino in Q3 2024 and held it in 5 quarters.
  • Principal Securities's nCino position peaked at $2.84K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.