Rockefeller Capital Management
NCNO icon

Rockefeller Capital Management’s nCino NCNO Stock Holding History

Rockefeller Capital 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
2026
Q2 		$615K Sell
37,607
-378,167
-91% -$6.21M ﹤0.01% 1981
2026
Q1 		$6.23M Buy
415,774
+31,962
+8% +$600K 0.01% 839
2025
Q4 		$9.84M Buy
383,812
+153,162
+66% +$3.89M 0.02% 670
2025
Q3 		$6.25M Buy
+230,650
New +$6.74M 0.01% 759
2023
Q3 		– Sell
-7,914
Closed -$150K – 1711
2023
Q2 		$150K Sell
7,914
-635
-7% -$16.2K ﹤0.01% 1714
2023
Q1 		$211K Buy
8,549
+8,533
+53,331% +$225K ﹤0.01% 1792
2022
Q4 		$0 Sell
16
-8
-33% -$225 ﹤0.01% 4084
2022
Q3 		$0 Sell
24
-455
-95% -$15.3K ﹤0.01% 4208
2022
Q2 		$14K Sell
479
-32
-6% -$1.13K ﹤0.01% 2946
2022
Q1 		$20K Buy
511
+47
+10% +$2.15K ﹤0.01% 2724
2021
Q4 		$25K Sell
464
-175
-27% -$11.4K ﹤0.01% 2541
2021
Q3 		$45K Buy
+639
New +$42.6K ﹤0.01% 2184
2021
Q1 		– Sell
-25
Closed -$1K – 3345
2020
Q4 		$1K Buy
+25
New +$1.93K ﹤0.01% 2753

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Rockefeller Capital Management's NCNO Position: Q2 2026 in Review

Rockefeller Capital Management reduced its nCino (NCNO) stake by 91% in Q2 2026, selling an estimated $6.21M and leaving 37,607 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Rockefeller Capital Management first reported a position in NCNO in Q4 2020 and has held it in 13 quarters since. The position peaked at $9.84M in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Rockefeller Capital Management held 37,607 shares of nCino worth $615K as of Q2 2026.
  • Rockefeller Capital Management sold 378,167 nCino shares in Q2 2026, an estimated $6.21M.
  • nCino made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1981 holding.
  • Rockefeller Capital Management first reported a position in nCino in Q4 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's nCino position peaked at $9.84M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.