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Vista Equity Partners Management’s nCino NCNO Stock Holding History

Vista Equity Partners Management’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
Q3 		– Sell
-206,267
Closed -$6.49M – 22
2024
Q2 		$6.49M Buy
206,267
+64,347
+45% +$2.01M 0.17% 32
2024
Q1 		$5.3M Sell
141,920
-326,883
-70% -$10.3M 0.14% 31
2023
Q4 		$15.8M Buy
468,803
+199,926
+74% +$5.95M 0.39% 18
2023
Q3 		$8.55M Buy
268,877
+77,343
+40% +$2.39M 0.21% 29
2023
Q2 		$5.77M Buy
+191,534
New +$4.88M 0.13% 31

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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vista Equity Partners Management's NCNO Position: Q3 2024 in Review

Vista Equity Partners Management sold out of nCino (NCNO) in Q3 2024, closing a stake of 206,267 shares — an estimated $6.49M sold.

Vista Equity Partners Management first reported a position in NCNO in Q2 2023 and held it in 5 quarters. The position peaked at $15.8M in Q4 2023. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Vista Equity Partners Management reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Vista Equity Partners Management sold 206,267 nCino shares in Q3 2024, an estimated $6.49M.
  • Vista Equity Partners Management first reported a position in nCino in Q2 2023 and held it in 5 quarters.
  • Vista Equity Partners Management's nCino position peaked at $15.8M in Q4 2023.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Vista Equity Partners Management's 13F filing for Q3 2024, filed 14 Nov 2024.