Raymond James Financial
NCNO icon

Raymond James Financial’s nCino NCNO Stock Holding History

Raymond James Financial’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
Q1 		$12M Buy
800,305
+167,534
+26% +$3.15M ﹤0.01% 1865
2025
Q4 		$16.2M Buy
632,771
+412,547
+187% +$10.5M 0.01% 1588
2025
Q3 		$5.97M Sell
220,224
-85,524
-28% -$2.5M ﹤0.01% 2344
2025
Q2 		$8.55M Sell
305,748
-640,743
-68% -$16M ﹤0.01% 1990
2025
Q1 		$26M Sell
946,491
-224,850
-19% -$7.11M 0.01% 1114
2024
Q4 		$39.3M Buy
+1,171,341
New +$43.6M 0.01% 868

Other funds holding NCNO

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Raymond James Financial's NCNO Position: Q1 2026 in Review

Raymond James Financial increased its nCino (NCNO) stake by 26% in Q1 2026, buying an estimated $3.15M and bringing the position to 800,305 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Raymond James Financial first reported a position in NCNO in Q4 2024 and has held it in 6 quarters since. The position peaked at $39.3M in Q4 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Raymond James Financial held 800,305 shares of nCino worth $12M as of Q1 2026.
  • Raymond James Financial bought 167,534 nCino shares in Q1 2026, an estimated $3.15M.
  • nCino made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1865 holding.
  • Raymond James Financial first reported a position in nCino in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's nCino position peaked at $39.3M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.