Smartleaf Asset Management’s nCino NCNO Stock Holding History

Smartleaf 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
2026 Q2	$167	Hold	10	–	–	﹤0.01%	3319
2026 Q1	$152	Buy	10 +1	+11%	+$19	﹤0.01%	3363
2025 Q4	$234	Sell	9 -2,070	-100%	-$52.6K	﹤0.01%	3348
2025 Q3	$58.2K	Sell	2,079 -148	-7%	-$4.32K	﹤0.01%	1321
2025 Q2	$61.6K	Sell	2,227 -1,825	-45%	-$45.6K	0.01%	1079
2025 Q1	$117K	Buy	4,052 +269	+7%	+$8.51K	0.01%	770
2024 Q4	$127K	Sell	3,783 -871	-19%	-$32.4K	0.01%	729
2024 Q3	$146K	Buy	4,654 +603	+15%	+$19.1K	0.02%	598
2024 Q2	$127K	Buy	4,051 +118	+3%	+$3.69K	0.02%	507
2024 Q1	$141K	Buy	3,933 +31	+0.8%	+$976	0.03%	440
2023 Q4	$133K	Buy	+3,902	New	+$116K	0.04%	379

Other funds holding NCNO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Smartleaf Asset Management's NCNO Position: Q2 2026 in Review

Smartleaf Asset Management held its nCino (NCNO) position steady in Q2 2026 at 10 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Smartleaf Asset Management first reported a position in NCNO in Q4 2023 and has held it in 11 quarters since. The position peaked at $146K in Q3 2024. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Smartleaf Asset Management held 10 shares of nCino worth $167 as of Q2 2026.
Smartleaf Asset Management left its nCino share count unchanged in Q2 2026.
nCino made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3319 holding.
Smartleaf Asset Management first reported a position in nCino in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's nCino position peaked at $146K in Q3 2024.
288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.