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Shell Asset Management’s nCino NCNO Stock Holding History

Shell Asset 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
2025
Q3 		$13K Sell
467
-264
-36% -$7.71K ﹤0.01% 1089
2025
Q2 		$20K Hold
731
– – ﹤0.01% 1227
2025
Q1 		$20K Sell
731
-30
-4% -$949 ﹤0.01% 1228
2024
Q4 		$26K Hold
761
– – ﹤0.01% 1231
2024
Q3 		$24K Buy
+761
New +$24.1K ﹤0.01% 1232
2024
Q1 		$25K Sell
809
-47
-5% -$1.48K ﹤0.01% 1221
2023
Q4 		$29K Sell
856
-280
-25% -$8.33K ﹤0.01% 1219
2023
Q3 		$36K Sell
1,136
-2
-0.2% -$62 ﹤0.01% 1218
2023
Q2 		$34K Sell
1,138
-7
-0.6% -$178 ﹤0.01% 1245
2023
Q1 		$28K Sell
1,145
-3
-0.3% -$79 ﹤0.01% 1222
2022
Q4 		$30K Sell
1,148
-143
-11% -$4.02K ﹤0.01% 1305
2022
Q3 		$44K Sell
1,291
-170
-12% -$5.73K ﹤0.01% 1343
2022
Q2 		$45K Buy
1,461
+23
+2% +$812 ﹤0.01% 1365
2022
Q1 		$59K Sell
1,438
-212
-13% -$9.71K ﹤0.01% 1335
2021
Q4 		$91K Sell
1,650
-26
-2% -$1.69K ﹤0.01% 1334
2021
Q3 		$119K Sell
1,676
-60
-3% -$4K ﹤0.01% 1286
2021
Q2 		$104K Buy
+1,736
New +$109K ﹤0.01% 1356

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shell Asset Management's NCNO Position: Q3 2025 in Review

Shell Asset Management reduced its nCino (NCNO) stake by 36% in Q3 2025, selling an estimated $7.71K and leaving 467 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Shell Asset Management first reported a position in NCNO in Q2 2021 and has held it in 17 quarters since. The position peaked at $119K in Q3 2021. 298 funds tracked by Wall St. Rank hold NCNO as of Q3 2025.

  • Shell Asset Management held 467 shares of nCino worth $13K as of Q3 2025.
  • Shell Asset Management sold 264 nCino shares in Q3 2025, an estimated $7.71K.
  • nCino made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1089 holding.
  • Shell Asset Management first reported a position in nCino in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's nCino position peaked at $119K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held nCino as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.