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SummitTX Capital’s nCino NCNO Stock Holding History

SummitTX Capital’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 		$821K Buy
+50,233
New +$825K 0.02% 494
2025
Q4 		– Sell
-34,208
Closed -$927K – 885
2025
Q3 		$927K Buy
34,208
+23,179
+210% +$677K 0.04% 403
2025
Q2 		$308K Sell
11,029
-6,933
-39% -$173K 0.01% 611
2025
Q1 		$493K Buy
+17,962
New +$568K 0.02% 558

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

SummitTX Capital's NCNO Position: Q2 2026 in Review

SummitTX Capital opened a new position in nCino (NCNO) in Q2 2026: 50,233 shares worth $821K. The stake represents 0.02% of the portfolio and ranks #494 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in NCNO as recently as Q3 2025.

SummitTX Capital first reported a position in NCNO in Q1 2025 and has held it in 4 quarters since. The position peaked at $927K in Q3 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • SummitTX Capital held 50,233 shares of nCino worth $821K as of Q2 2026.
  • nCino was a new SummitTX Capital position in Q2 2026.
  • nCino made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #494 holding.
  • SummitTX Capital first reported a position in nCino in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's nCino position peaked at $927K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.