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Wallace Advisory Group’s nCino NCNO Stock Holding History

Wallace Advisory Group’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
2025
Q4 		– Sell
-8,061
Closed -$225K – 155
2025
Q3 		$225K Sell
8,061
-916
-10% -$26.8K 0.18% 151
2025
Q2 		$247K Buy
8,977
+444
+5% +$11.1K 0.18% 155
2025
Q1 		$287K Sell
8,533
-138
-2% -$4.37K 0.2% 150
2024
Q4 		$274K Sell
8,671
-480
-5% -$17.9K 0.19% 146
2024
Q3 		$288K Hold
9,151
– – 0.21% 130
2024
Q2 		$288K Buy
9,151
+1,301
+17% +$40.7K 0.21% 132
2024
Q1 		$264K Sell
7,850
-2
-0% -$63 0.2% 130
2023
Q4 		$250K Sell
7,852
-583
-7% -$17.3K 0.2% 126
2023
Q3 		$254K Sell
8,435
-201
-2% -$6.2K 0.18% 135
2023
Q2 		$214K Hold
8,636
– – 0.16% 150
2023
Q1 		$214K Buy
+8,636
New +$228K 0.16% 150

Other funds holding NCNO

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Wallace Advisory Group's NCNO Position: Q4 2025 in Review

Wallace Advisory Group sold out of nCino (NCNO) in Q4 2025, closing a stake of 8,061 shares — an estimated $225K sold.

Wallace Advisory Group first reported a position in NCNO in Q1 2023 and held it in 11 quarters. The position peaked at $288K in Q3 2024. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Wallace Advisory Group reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 8,061 nCino shares in Q4 2025, an estimated $225K.
  • Wallace Advisory Group first reported a position in nCino in Q1 2023 and held it in 11 quarters.
  • Wallace Advisory Group's nCino position peaked at $288K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.