Stifel Financial
NCNO icon

Stifel Financial’s nCino NCNO Stock Holding History

Stifel Financial’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 		$775K Buy
51,743
+8,245
+19% +$155K ﹤0.01% 2601
2025
Q4 		$1.12M Sell
43,498
-14,832
-25% -$377K ﹤0.01% 2363
2025
Q3 		$1.58M Sell
58,330
-11,222
-16% -$328K ﹤0.01% 2079
2025
Q2 		$1.95M Buy
69,552
+2,779
+4% +$69.4K ﹤0.01% 1863
2025
Q1 		$1.83M Sell
66,773
-20,125
-23% -$637K ﹤0.01% 1821
2024
Q4 		$2.92M Sell
86,898
-1,942
-2% -$72.3K ﹤0.01% 1538
2024
Q3 		$2.81M Sell
88,840
-5,821
-6% -$184K ﹤0.01% 1562
2024
Q2 		$2.98M Buy
94,661
+13,965
+17% +$437K ﹤0.01% 1460
2024
Q1 		$3.02M Buy
80,696
+775
+1% +$24.4K ﹤0.01% 1442
2023
Q4 		$2.69M Sell
79,921
-5,339
-6% -$159K ﹤0.01% 1474
2023
Q3 		$2.71M Sell
85,260
-586
-0.7% -$18.1K ﹤0.01% 1397
2023
Q2 		$2.59M Buy
85,846
+2,406
+3% +$61.2K ﹤0.01% 1435
2023
Q1 		$2.07M Buy
83,440
+36,268
+77% +$957K ﹤0.01% 1545
2022
Q4 		$1.25M Sell
47,172
-9,410
-17% -$265K ﹤0.01% 1836
2022
Q3 		$1.93M Buy
56,582
+23,733
+72% +$800K ﹤0.01% 1502
2022
Q2 		$1.02M Sell
32,849
-336
-1% -$11.9K ﹤0.01% 1986
2022
Q1 		$1.36M Sell
33,185
-1,243
-4% -$56.9K ﹤0.01% 1900
2021
Q4 		$1.89M Sell
34,428
-3,520
-9% -$228K ﹤0.01% 1660
2021
Q3 		$2.69M Sell
37,948
-1,226
-3% -$81.7K ﹤0.01% 1379
2021
Q2 		$2.35M Buy
39,174
+1,200
+3% +$75.6K ﹤0.01% 1497
2021
Q1 		$2.53M Buy
37,974
+5,080
+15% +$363K ﹤0.01% 1368
2020
Q4 		$2.38M Buy
32,894
+17,188
+109% +$1.33M ﹤0.01% 1281
2020
Q3 		$1.25M Buy
+15,706
New +$1.25M ﹤0.01% 1484

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 $5.72T 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 $240B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Stifel Financial's NCNO Position: Q1 2026 in Review

Stifel Financial increased its nCino (NCNO) stake by 19% in Q1 2026, buying an estimated $155K and bringing the position to 51,743 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Stifel Financial first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.02M in Q1 2024. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Stifel Financial held 51,743 shares of nCino worth $775K as of Q1 2026.
  • Stifel Financial bought 8,245 nCino shares in Q1 2026, an estimated $155K.
  • nCino made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2601 holding.
  • Stifel Financial first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
  • Stifel Financial's nCino position peaked at $3.02M in Q1 2024.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.