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Valley National Advisers’s nCino NCNO Stock Holding History

Valley National Advisers’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
2024
Q2 		– Sell
-27
Closed -$1K – 1235
2024
Q1 		$1K Buy
+27
New +$850 ﹤0.01% 1122
2023
Q4 		– Sell
-30
Closed -$1K – 1247
2023
Q3 		$1K Buy
+30
New +$926 ﹤0.01% 972

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Valley National Advisers's NCNO Position: Q2 2024 in Review

Valley National Advisers sold out of nCino (NCNO) in Q2 2024, closing a stake of 27 shares — an estimated $1K sold.

Valley National Advisers first reported a position in NCNO in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 249 funds tracked by Wall St. Rank hold NCNO as of Q2 2024.

  • Valley National Advisers reported no remaining nCino position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 27 nCino shares in Q2 2024, an estimated $1K.
  • Valley National Advisers first reported a position in nCino in Q3 2023 and held it in 2 quarters.
  • Valley National Advisers's nCino position peaked at $1K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held nCino as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.