Smartleaf Asset Management’s nCino NCNO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61.6K Sell
2,227
-1,825
-45% -$50.5K 0.01% 1079
2025
Q1
$117K Buy
4,052
+269
+7% +$7.78K 0.01% 770
2024
Q4
$127K Sell
3,783
-871
-19% -$29.2K 0.01% 729
2024
Q3
$146K Buy
4,654
+603
+15% +$18.9K 0.02% 598
2024
Q2
$127K Buy
4,051
+118
+3% +$3.7K 0.02% 507
2024
Q1
$141K Buy
3,933
+31
+0.8% +$1.11K 0.03% 440
2023
Q4
$133K Buy
+3,902
New +$133K 0.04% 379