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Root Financial Partners’s nCino NCNO Stock Holding History

Root Financial Partners’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 		– Sell
-25
Closed -$375 – 2162
2026
Q1 		$375 Sell
25
-85
-77% -$1.6K ﹤0.01% 2963
2025
Q4 		$2.82K Sell
110
-44
-29% -$1.12K ﹤0.01% 1920
2025
Q3 		$4.17K Buy
+154
New +$4.5K ﹤0.01% 1790

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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

Root Financial Partners's NCNO Position: Q2 2026 in Review

Root Financial Partners sold out of nCino (NCNO) in Q2 2026, closing a stake of 25 shares — an estimated $375 sold.

Root Financial Partners first reported a position in NCNO in Q3 2025 and held it in 3 quarters. The position peaked at $4.17K in Q3 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Root Financial Partners reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 nCino shares in Q2 2026, an estimated $375.
  • Root Financial Partners first reported a position in nCino in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's nCino position peaked at $4.17K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.