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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
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

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

Root Financial Partners's NCNO Position: Q1 2026 in Review

Root Financial Partners reduced its nCino (NCNO) stake by 77% in Q1 2026, selling an estimated $1.6K and leaving 25 shares worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

Root Financial Partners first reported a position in NCNO in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.17K in Q3 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Root Financial Partners held 25 shares of nCino worth $375 as of Q1 2026.
  • Root Financial Partners sold 85 nCino shares in Q1 2026, an estimated $1.6K.
  • nCino made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2963 holding.
  • Root Financial Partners first reported a position in nCino in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's nCino position peaked at $4.17K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.