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Steward Partners Investment Advisory’s nCino NCNO Stock Holding History

Steward Partners Investment Advisory’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 		$150K Buy
10,041
+4,083
+69% +$76.7K ﹤0.01% 2160
2025
Q4 		$153K Buy
5,958
+765
+15% +$19.4K ﹤0.01% 2072
2025
Q3 		$141K Buy
5,193
+436
+9% +$12.7K ﹤0.01% 2044
2025
Q2 		$133K Sell
4,757
-37
-0.8% -$924 ﹤0.01% 1952
2025
Q1 		$132K Buy
4,794
+17
+0.4% +$538 ﹤0.01% 1856
2024
Q4 		$160K Buy
4,777
+77
+2% +$2.87K ﹤0.01% 1738
2024
Q3 		$148K Hold
4,700
– – ﹤0.01% 1671
2024
Q2 		$148K Hold
4,700
– – ﹤0.01% 1590
2024
Q1 		$176K Hold
4,700
– – ﹤0.01% 1501
2023
Q4 		$158K Hold
4,700
– – ﹤0.01% 1470
2023
Q3 		$149K Sell
4,700
-150
-3% -$4.63K ﹤0.01% 1407
2023
Q2 		$146K Sell
4,850
-1,200
-20% -$30.5K ﹤0.01% 1403
2023
Q1 		$150K Buy
6,050
+1,200
+25% +$31.6K ﹤0.01% 1410
2022
Q4 		$128K Hold
4,850
– – ﹤0.01% 1445
2022
Q3 		$165K Hold
4,850
– – ﹤0.01% 1281
2022
Q2 		$150K Buy
4,850
+1,342
+38% +$47.4K ﹤0.01% 1325
2022
Q1 		$144K Buy
3,508
+858
+32% +$39.3K ﹤0.01% 1440
2021
Q4 		$145K Buy
2,650
+1,300
+96% +$84.4K ﹤0.01% 1442
2021
Q3 		$96K Hold
1,350
– – ﹤0.01% 1570
2021
Q2 		$81K Sell
1,350
-239
-15% -$15.1K ﹤0.01% 2537
2021
Q1 		$106K Sell
1,589
-61
-4% -$4.35K ﹤0.01% 1596
2020
Q4 		$119K Hold
1,650
– – ﹤0.01% 1299
2020
Q3 		$131K Buy
+1,650
New +$132K ﹤0.01% 1112

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 $6.73T AUM 46.02% 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 $235M AUM 22.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Steward Partners Investment Advisory's NCNO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its nCino (NCNO) stake by 69% in Q1 2026, buying an estimated $76.7K and bringing the position to 10,041 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Steward Partners Investment Advisory first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $176K in Q1 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Steward Partners Investment Advisory held 10,041 shares of nCino worth $150K as of Q1 2026.
  • Steward Partners Investment Advisory bought 4,083 nCino shares in Q1 2026, an estimated $76.7K.
  • nCino made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2160 holding.
  • Steward Partners Investment Advisory first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's nCino position peaked at $176K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.