UBS Group’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
HCM
SM
VCM
HRCM
LPP
SCM