UBS Group
NCNO icon

UBS Group’s nCino NCNO Stock Holding History

UBS Group’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 		$16M Buy
978,122
+111,523
+13% +$1.83M ﹤0.01% 2926
2026
Q1 		$13M Sell
866,599
-35,768
-4% -$672K ﹤0.01% 3072
2025
Q4 		$23.1M Sell
902,367
-222,958
-20% -$5.66M ﹤0.01% 2449
2025
Q3 		$30.5M Sell
1,125,325
-1,077,015
-49% -$31.5M ﹤0.01% 2116
2025
Q2 		$61.6M Buy
2,202,340
+1,509,102
+218% +$37.7M 0.01% 1330
2025
Q1 		$19M Buy
693,238
+362,892
+110% +$11.5M ﹤0.01% 2377
2024
Q4 		$11.1M Buy
330,346
+317,418
+2,455% +$11.8M ﹤0.01% 2926
2024
Q3 		$408K Sell
12,928
-3,143
-20% -$99.5K ﹤0.01% 5372
2024
Q2 		$505K Buy
16,071
+131
+0.8% +$4.09K ﹤0.01% 4993
2024
Q1 		$596K Sell
15,940
-16,118
-50% -$508K ﹤0.01% 5058
2023
Q4 		$1.08M Buy
32,058
+32,044
+228,886% +$954K ﹤0.01% 4434
2023
Q3 		$445 Sell
14
-28
-67% -$864 ﹤0.01% 8491
2023
Q2 		$1.26K Buy
+42
New +$1.07K ﹤0.01% 7964
2023
Q1 		– Sell
-2,771
Closed -$73.3K – 10089
2022
Q4 		$73.3K Buy
2,771
+964
+53% +$27.1K ﹤0.01% 6395
2022
Q3 		$62K Buy
1,807
+1,240
+219% +$41.8K ﹤0.01% 6139
2022
Q2 		$18K Buy
567
+132
+30% +$4.66K ﹤0.01% 7019
2022
Q1 		$18K Sell
435
-9,764
-96% -$447K ﹤0.01% 7578
2021
Q4 		$559K Buy
10,199
+743
+8% +$48.2K ﹤0.01% 4892
2021
Q3 		$672K Buy
9,456
+3,163
+50% +$211K ﹤0.01% 4517
2021
Q2 		$377K Sell
6,293
-3,866
-38% -$244K ﹤0.01% 4925
2021
Q1 		$678K Buy
10,159
+7,337
+260% +$524K ﹤0.01% 4617
2020
Q4 		$204K Sell
2,822
-6,562
-70% -$507K ﹤0.01% 5235
2020
Q3 		$748K Buy
+9,384
New +$749K ﹤0.01% 3856

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 Group's NCNO Position: Q2 2026 in Review

UBS Group increased its nCino (NCNO) stake by 13% in Q2 2026, buying an estimated $1.83M and bringing the position to 978,122 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

UBS Group first reported a position in NCNO in Q3 2020 and has held it in 23 quarters since. The position peaked at $61.6M in Q2 2025. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • UBS Group held 978,122 shares of nCino worth $16M as of Q2 2026.
  • UBS Group bought 111,523 nCino shares in Q2 2026, an estimated $1.83M.
  • nCino made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2926 holding.
  • UBS Group first reported a position in nCino in Q3 2020 and has held it in 23 quarters since.
  • UBS Group's nCino position peaked at $61.6M in Q2 2025.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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