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
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

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

Rockefeller Capital Management's NCNO Position: Q1 2026 in Review

Rockefeller Capital Management increased its nCino (NCNO) stake by 8.3% in Q1 2026, buying an estimated $600K and bringing the position to 415,774 shares worth $6.23M. The position accounts for 0.01% of the portfolio, ranked #839.

Rockefeller Capital Management first reported a position in NCNO in Q4 2020 and has held it in 12 quarters since. The position peaked at $9.84M in Q4 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Rockefeller Capital Management held 415,774 shares of nCino worth $6.23M as of Q1 2026.
  • Rockefeller Capital Management bought 31,962 nCino shares in Q1 2026, an estimated $600K.
  • nCino made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #839 holding.
  • Rockefeller Capital Management first reported a position in nCino in Q4 2020 and has held it in 12 quarters since.
  • Rockefeller Capital Management's nCino position peaked at $9.84M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.