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Vestmark Advisory Solutions’s nCino NCNO Stock Holding History

Vestmark Advisory Solutions’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
Q1 		– Sell
-11,713
Closed -$300K – 1388
2025
Q4 		$300K Sell
11,713
-4,267
-27% -$108K ﹤0.01% 1106
2025
Q3 		$433K Buy
15,980
+872
+6% +$25.5K 0.01% 725
2025
Q2 		$423K Buy
+15,108
New +$377K 0.01% 649
2023
Q3 		– Sell
-12,670
Closed -$382K – 723
2023
Q2 		$382K Sell
12,670
-140
-1% -$3.56K 0.01% 650
2023
Q1 		$317K Buy
12,810
+5,134
+67% +$135K 0.01% 687
2022
Q4 		$203K Buy
7,676
+1,048
+16% +$29.5K 0.01% 799
2022
Q3 		$226K Buy
+6,628
New +$223K 0.01% 748
2021
Q4 		– Sell
-3,144
Closed -$223K – 863
2021
Q3 		$223K Sell
3,144
-308
-9% -$20.5K 0.02% 759
2021
Q2 		$207K Buy
3,452
+7
+0.2% +$441 0.01% 744
2021
Q1 		$230K Sell
3,445
-122
-3% -$8.71K 0.02% 670
2020
Q4 		$258K Buy
+3,567
New +$276K 0.03% 515

Other funds holding NCNO

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Vestmark Advisory Solutions's NCNO Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of nCino (NCNO) in Q1 2026, closing a stake of 11,713 shares — an estimated $300K sold.

Vestmark Advisory Solutions first reported a position in NCNO in Q4 2020 and held it in 11 quarters. The position peaked at $433K in Q3 2025. 283 funds tracked by Wall St. Rank hold NCNO as of Q1 2026.

  • Vestmark Advisory Solutions reported no remaining nCino position as of Q1 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 11,713 nCino shares in Q1 2026, an estimated $300K.
  • Vestmark Advisory Solutions first reported a position in nCino in Q4 2020 and held it in 11 quarters.
  • Vestmark Advisory Solutions's nCino position peaked at $433K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held nCino as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.