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SHP Wealth Management’s nCino NCNO Stock Holding History

SHP Wealth 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
2026
Q1 		$165 Buy
+11
New +$207 ﹤0.01% 1743

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 $6.73T AUM 46.02% 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 $235M AUM 22.51% 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

SHP Wealth Management's NCNO Position: Q1 2026 in Review

SHP Wealth Management opened a new position in nCino (NCNO) in Q1 2026: 11 shares worth $165. The stake represents ﹤0.01% of the portfolio and ranks #1743 among its holdings.

283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • SHP Wealth Management held 11 shares of nCino worth $165 as of Q1 2026.
  • nCino was a new SHP Wealth Management position in Q1 2026.
  • nCino made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1743 holding.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.