Summit Trail Advisors’s nCino NCNO Stock Holding History

Summit Trail Advisors’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	$1.84M	Buy	122,542 +44,731	+57%	+$840K	0.03%	592
2025 Q4	$2M	Sell	77,811 -52,034	-40%	-$1.32M	0.03%	405
2025 Q3	$3.52M	Buy	129,845 +54,665	+73%	+$1.6M	0.05%	211
2025 Q2	$2.1M	Buy	75,180 +32,067	+74%	+$801K	0.04%	253
2025 Q1	$1.18M	Hold	43,113	–	–	0.04%	139
2024 Q4	$1.45M	Sell	43,113 -8,636	-17%	-$322K	0.05%	105
2024 Q3	$1.63M	Sell	51,749 -5,096	-9%	-$161K	0.04%	189
2024 Q2	$1.79M	Buy	56,845 +46,890	+471%	+$1.47M	0.05%	152
2024 Q1	$372K	Buy	+9,955	New	+$313K	0.01%	411
2022 Q1	–	Sell	-11,475	Closed	-$630K	–	361
2021 Q4	$630K	Buy	11,475 +21	+0.2%	+$1.36K	0.04%	158
2021 Q3	$814K	Hold	11,454	–	–	0.06%	128
2021 Q2	$686K	Hold	11,454	–	–	0.06%	119
2021 Q1	$764K	Buy	+11,454	New	+$817K	0.08%	99

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 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

Summit Trail Advisors's NCNO Position: Q1 2026 in Review

Summit Trail Advisors increased its nCino (NCNO) stake by 57% in Q1 2026, buying an estimated $840K and bringing the position to 122,542 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #592.

Summit Trail Advisors first reported a position in NCNO in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.52M in Q3 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

Summit Trail Advisors held 122,542 shares of nCino worth $1.84M as of Q1 2026.
Summit Trail Advisors bought 44,731 nCino shares in Q1 2026, an estimated $840K.
nCino made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #592 holding.
Summit Trail Advisors first reported a position in nCino in Q1 2021 and has held it in 13 quarters since.
Summit Trail Advisors's nCino position peaked at $3.52M in Q3 2025.
283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.