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Summit Wealth Group (Colorado)’s nCino NCNO Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-20,074
Closed -$638K – 488
2025
Q3 		$638K Buy
+20,074
New +$587K 0.07% 232

Other funds holding NCNO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NCNO Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of nCino (NCNO) in Q4 2025, closing a stake of 20,074 shares — an estimated $638K sold.

Summit Wealth Group (Colorado) first reported a position in NCNO in Q3 2025 and held it in 1 quarter. The position peaked at $638K in Q3 2025. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 20,074 nCino shares in Q4 2025, an estimated $638K.
  • Summit Wealth Group (Colorado) first reported a position in nCino in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s nCino position peaked at $638K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.