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Sequoia Financial Advisors’s nCino NCNO Stock Holding History

Sequoia Financial Advisors’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
2025
Q2 		– Sell
-12,469
Closed -$343K – 1627
2025
Q1 		$343K Buy
+12,469
New +$394K ﹤0.01% 1008
2024
Q4 		– Sell
-56,487
Closed -$1.78M – 1395
2024
Q3 		$1.78M Sell
56,487
-22
-0% -$696 0.02% 398
2024
Q2 		$1.78M Buy
56,509
+34
+0.1% +$1.06K 0.02% 358
2024
Q1 		$2.11M Hold
56,475
– – 0.03% 315
2023
Q4 		$1.9M Buy
56,475
+6
+0% +$179 0.02% 360
2023
Q3 		$1.8M Hold
56,469
– – 0.03% 239
2023
Q2 		$1.7M Hold
56,469
– – 0.03% 263
2023
Q1 		$1.4M Buy
+56,469
New +$1.49M 0.03% 264

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Sequoia Financial Advisors's NCNO Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of nCino (NCNO) in Q2 2025, closing a stake of 12,469 shares — an estimated $343K sold.

Sequoia Financial Advisors first reported a position in NCNO in Q1 2023 and held it in 8 quarters. The position peaked at $2.11M in Q1 2024. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining nCino position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,469 nCino shares in Q2 2025, an estimated $343K.
  • Sequoia Financial Advisors first reported a position in nCino in Q1 2023 and held it in 8 quarters.
  • Sequoia Financial Advisors's nCino position peaked at $2.11M in Q1 2024.
  • 276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.