Values First Advisors’s nCino NCNO Stock Holding History

Values First Advisors’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
2022 Q3	–	Sell	-9,128	Closed	-$282K	–	158
2022 Q2	$282K	Buy	9,128 +1,213	+15%	+$42.8K	0.2%	118
2022 Q1	$324K	Buy	7,915 +3,177	+67%	+$145K	0.2%	123
2021 Q4	$260K	Sell	4,738 -1,268	-21%	-$82.3K	0.15%	139
2021 Q3	$427K	Buy	+6,006	New	+$400K	0.28%	104

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Values First Advisors's NCNO Position: Q3 2022 in Review

Values First Advisors sold out of nCino (NCNO) in Q3 2022, closing a stake of 9,128 shares — an estimated $282K sold.

Values First Advisors first reported a position in NCNO in Q3 2021 and held it in 4 quarters. The position peaked at $427K in Q3 2021. 202 funds tracked by Wall St. Rank hold NCNO as of Q3 2022.

Values First Advisors reported no remaining nCino position as of Q3 2022 after selling out during the quarter.
Values First Advisors sold 9,128 nCino shares in Q3 2022, an estimated $282K.
Values First Advisors first reported a position in nCino in Q3 2021 and held it in 4 quarters.
Values First Advisors's nCino position peaked at $427K in Q3 2021.
202 funds tracked by Wall St. Rank held nCino as of Q3 2022.

Based on Values First Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.