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
Q2 		$538K Sell
32,933
-18,810
-36% -$309K ﹤0.01% 2936
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

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

Stifel Financial's NCNO Position: Q2 2026 in Review

Stifel Financial reduced its nCino (NCNO) stake by 36% in Q2 2026, selling an estimated $309K and leaving 32,933 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Stifel Financial first reported a position in NCNO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q1 2024. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Stifel Financial held 32,933 shares of nCino worth $538K as of Q2 2026.
  • Stifel Financial sold 18,810 nCino shares in Q2 2026, an estimated $309K.
  • nCino made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2936 holding.
  • Stifel Financial first reported a position in nCino in Q3 2020 and has held it in 24 quarters since.
  • Stifel Financial's nCino position peaked at $3.02M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.