Sompo Asset Management’s nCino NCNO Stock Holding History

Sompo 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
2023 Q2	–	Sell	-16,440	Closed	-$407K	–	174
2023 Q1	$407K	Buy	16,440 +60	+0.4%	+$1.58K	0.09%	125
2022 Q4	$433K	Sell	16,380 -1,810	-10%	-$50.9K	0.1%	136
2022 Q3	$620K	Sell	18,190 -1,880	-9%	-$63.4K	0.16%	110
2022 Q2	$620K	Buy	20,070 +1,620	+9%	+$57.2K	0.16%	107
2022 Q1	$756K	Buy	18,450 +1,480	+9%	+$67.8K	0.16%	110
2021 Q4	$930K	Buy	16,970 +1,560	+10%	+$101K	0.19%	111
2021 Q3	$1.09M	Sell	15,410 -3,680	-19%	-$245K	0.25%	100
2021 Q2	$1.14M	Buy	19,090 +410	+2%	+$25.8K	0.23%	97
2021 Q1	$1.25M	Buy	18,680 +8,730	+88%	+$623K	0.28%	96
2020 Q4	$721K	Buy	+9,950	New	+$769K	0.16%	109

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Sompo Asset Management's NCNO Position: Q2 2023 in Review

Sompo Asset Management sold out of nCino (NCNO) in Q2 2023, closing a stake of 16,440 shares — an estimated $407K sold.

Sompo Asset Management first reported a position in NCNO in Q4 2020 and held it in 10 quarters. The position peaked at $1.25M in Q1 2021. 199 funds tracked by Wall St. Rank hold NCNO as of Q2 2023.

Sompo Asset Management reported no remaining nCino position as of Q2 2023 after selling out during the quarter.
Sompo Asset Management sold 16,440 nCino shares in Q2 2023, an estimated $407K.
Sompo Asset Management first reported a position in nCino in Q4 2020 and held it in 10 quarters.
Sompo Asset Management's nCino position peaked at $1.25M in Q1 2021.
199 funds tracked by Wall St. Rank held nCino as of Q2 2023.

Based on Sompo Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.