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Rothschild Investment LLC’s nCino NCNO Stock Holding History

Rothschild Investment LLC’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 		$398K Buy
24,341
+23,322
+2,289% +$383K 0.01% 678
2026
Q1 		$15.3K Buy
1,019
+1,017
+50,850% +$19.1K ﹤0.01% 1520
2025
Q4 		$51 Buy
+2
New +$51 ﹤0.01% 3267

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Rothschild Investment LLC's NCNO Position: Q2 2026 in Review

Rothschild Investment LLC increased its nCino (NCNO) stake by 2,289% in Q2 2026, buying an estimated $383K and bringing the position to 24,341 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #678.

Rothschild Investment LLC first reported a position in NCNO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Rothschild Investment LLC held 24,341 shares of nCino worth $398K as of Q2 2026.
  • Rothschild Investment LLC bought 23,322 nCino shares in Q2 2026, an estimated $383K.
  • nCino made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #678 holding.
  • Rothschild Investment LLC first reported a position in nCino in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.