SVB Wealth’s nCino NCNO Stock Holding History

SVB Wealth’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 Q2	–	Sell	-639	Closed	-$17.6K	–	1198
2025 Q1	$17.6K	Buy	+639	New	+$20.2K	﹤0.01%	776

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

SVB Wealth's NCNO Position: Q2 2025 in Review

SVB Wealth sold out of nCino (NCNO) in Q2 2025, closing a stake of 639 shares — an estimated $17.6K sold.

SVB Wealth first reported a position in NCNO in Q1 2025 and held it in 1 quarter. The position peaked at $17.6K in Q1 2025. 276 funds tracked by Wall St. Rank hold NCNO as of Q2 2025.

SVB Wealth reported no remaining nCino position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 639 nCino shares in Q2 2025, an estimated $17.6K.
SVB Wealth first reported a position in nCino in Q1 2025 and held it in 1 quarter.
SVB Wealth's nCino position peaked at $17.6K in Q1 2025.
276 funds tracked by Wall St. Rank held nCino as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.