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Smith Group Asset Management’s nCino NCNO Stock Holding History

Smith Group 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 		$275K Buy
16,790
+1,843
+12% +$30.3K 0.01% 162
2026
Q1 		$224K Sell
14,947
-24
-0.2% -$451 0.01% 161
2025
Q4 		$384K Buy
+14,971
New +$380K 0.02% 150

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Smith Group Asset Management's NCNO Position: Q2 2026 in Review

Smith Group Asset Management increased its nCino (NCNO) stake by 12% in Q2 2026, buying an estimated $30.3K and bringing the position to 16,790 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #162.

Smith Group Asset Management first reported a position in NCNO in Q4 2025 and has held it in 3 quarters since. The position peaked at $384K in Q4 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Smith Group Asset Management held 16,790 shares of nCino worth $275K as of Q2 2026.
  • Smith Group Asset Management bought 1,843 nCino shares in Q2 2026, an estimated $30.3K.
  • nCino made up 0.01% of Smith Group Asset Management's portfolio in Q2 2026, its #162 holding.
  • Smith Group Asset Management first reported a position in nCino in Q4 2025 and has held it in 3 quarters since.
  • Smith Group Asset Management's nCino position peaked at $384K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.