UBS AM
NCNO icon

UBS AM’s nCino NCNO Stock Holding History

UBS AM’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 		$3.23M Sell
197,530
-9,847
-5% -$162K ﹤0.01% 1837
2026
Q1 		$3.11M Sell
207,377
-17,440
-8% -$328K ﹤0.01% 1819
2025
Q4 		$5.76M Buy
224,817
+5,530
+3% +$140K ﹤0.01% 1385
2025
Q3 		$5.94M Sell
219,287
-104,931
-32% -$3.07M ﹤0.01% 1291
2025
Q2 		$9.07M Buy
324,218
+42,783
+15% +$1.07M ﹤0.01% 1404
2025
Q1 		$7.73M Buy
281,435
+39,345
+16% +$1.24M ﹤0.01% 1357
2024
Q4 		$8.13M Buy
242,090
+97,333
+67% +$3.62M ﹤0.01% 1356
2024
Q3 		$4.57M Buy
144,757
+21,576
+18% +$683K ﹤0.01% 1622
2024
Q2 		$3.87M Buy
123,181
+59,175
+92% +$1.85M ﹤0.01% 1634
2024
Q1 		$2.39M Sell
64,006
-1,759
-3% -$55.4K ﹤0.01% 1597
2023
Q4 		$2.21M Sell
65,765
-489
-0.7% -$14.6K ﹤0.01% 1646
2023
Q3 		$2.11M Sell
66,254
-3,241
-5% -$100K ﹤0.01% 1600
2023
Q2 		$1.72M Hold
69,495
– – ﹤0.01% 1737
2023
Q1 		$1.72M Buy
+69,495
New +$1.83M ﹤0.01% 1737
2022
Q4 		– Sell
-59,330
Closed -$2.02M – 2688
2022
Q3 		$2.02M Sell
59,330
-14,330
-19% -$483K ﹤0.01% 1589
2022
Q2 		$2.28M Buy
73,660
+14,115
+24% +$498K ﹤0.01% 1566
2022
Q1 		$2.44M Buy
59,545
+3,797
+7% +$174K ﹤0.01% 1700
2021
Q4 		$3.06M Buy
55,748
+3,310
+6% +$215K ﹤0.01% 1660
2021
Q3 		$3.72M Buy
52,438
+9,204
+21% +$614K ﹤0.01% 1498
2021
Q2 		$2.59M Buy
43,234
+20,470
+90% +$1.29M ﹤0.01% 1736
2021
Q1 		$1.52M Buy
22,764
+17,561
+338% +$1.25M ﹤0.01% 1874
2020
Q4 		$377K Buy
+5,203
New +$402K ﹤0.01% 2373

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

UBS AM's NCNO Position: Q2 2026 in Review

UBS AM reduced its nCino (NCNO) stake by 4.7% in Q2 2026, selling an estimated $162K and leaving 197,530 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

UBS AM first reported a position in NCNO in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.07M in Q2 2025. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • UBS AM held 197,530 shares of nCino worth $3.23M as of Q2 2026.
  • UBS AM sold 9,847 nCino shares in Q2 2026, an estimated $162K.
  • nCino made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1837 holding.
  • UBS AM first reported a position in nCino in Q4 2020 and has held it in 22 quarters since.
  • UBS AM's nCino position peaked at $9.07M in Q2 2025.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.