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Transamerica Financial Advisors’s nCino NCNO Stock Holding History

Transamerica Financial 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 		$524 Buy
35
+27
+338% +$507 ﹤0.01% 1473
2025
Q4 		$205 Buy
+8
New +$203 ﹤0.01% 1527
2023
Q2 		– Sell
-4
Closed -$1K – 637
2023
Q1 		$1K Hold
4
– – ﹤0.01% 505
2022
Q4 		$1K Hold
4
– – ﹤0.01% 578
2022
Q3 		$1K Hold
4
– – ﹤0.01% 544
2022
Q2 		$1K Buy
+4
New +$141 ﹤0.01% 559

Other funds holding NCNO

VPM
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HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return