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Waddell & Associates’s nCino NCNO Stock Holding History

Waddell & Associates’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
Q2 		$283K Buy
+17,322
New +$284K 0.01% 423

Other funds holding NCNO

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Waddell & Associates's NCNO Position: Q2 2026 in Review

Waddell & Associates opened a new position in nCino (NCNO) in Q2 2026: 17,322 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings.

24 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Waddell & Associates held 17,322 shares of nCino worth $283K as of Q2 2026.
  • nCino was a new Waddell & Associates position in Q2 2026.
  • nCino made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #423 holding.
  • 24 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.