TwinBeech Capital’s nCino NCNO Stock Holding History

TwinBeech 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	–	Sell	-11,058	Closed	-$166K	–	580
2026 Q1	$166K	Buy	+11,058	New	+$208K	0.02%	524
2025 Q4	–	Sell	-19,460	Closed	-$528K	–	764
2025 Q3	$528K	Buy	+19,460	New	+$569K	0.02%	391
2025 Q1	–	Sell	-21,332	Closed	-$716K	–	875
2024 Q4	$716K	Buy	+21,332	New	+$794K	0.01%	410
2024 Q3	–	Sell	-30,177	Closed	-$949K	–	816
2024 Q2	$949K	Buy	+30,177	New	+$943K	0.02%	408
2022 Q3	–	Sell	-86,959	Closed	-$2.69M	–	745
2022 Q2	$2.69M	Buy	86,959 +34,156	+65%	+$1.21M	0.12%	182
2022 Q1	$2.16M	Buy	+52,803	New	+$2.42M	0.1%	229
2021 Q2	–	Sell	-15,194	Closed	-$1.01M	–	583
2021 Q1	$1.01M	Buy	+15,194	New	+$1.08M	0.15%	192

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

TwinBeech Capital's NCNO Position: Q2 2026 in Review

TwinBeech Capital sold out of nCino (NCNO) in Q2 2026, closing a stake of 11,058 shares — an estimated $166K sold.

TwinBeech Capital first reported a position in NCNO in Q1 2021 and held it in 7 quarters. The position peaked at $2.69M in Q2 2022. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

TwinBeech Capital reported no remaining nCino position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 11,058 nCino shares in Q2 2026, an estimated $166K.
TwinBeech Capital first reported a position in nCino in Q1 2021 and held it in 7 quarters.
TwinBeech Capital's nCino position peaked at $2.69M in Q2 2022.
289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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