SAM
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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
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

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 $5.7T AUM 30.48% 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 $220M AUM 25.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return