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 Q2	$2M	Sell	122,100 -442	-0.4%	-$7.25K	0.03%	614
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Summit Trail Advisors's NCNO Position: Q2 2026 in Review

Summit Trail Advisors reduced its nCino (NCNO) stake by 0.36% in Q2 2026, selling an estimated $7.25K and leaving 122,100 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #614.

Summit Trail Advisors first reported a position in NCNO in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.52M in Q3 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Summit Trail Advisors held 122,100 shares of nCino worth $2M as of Q2 2026.
Summit Trail Advisors sold 442 nCino shares in Q2 2026, an estimated $7.25K.
nCino made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #614 holding.
Summit Trail Advisors first reported a position in nCino in Q1 2021 and has held it in 14 quarters since.
Summit Trail Advisors's nCino position peaked at $3.52M in Q3 2025.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.