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Wealthspire Advisors (New York)’s nCino NCNO Stock Holding History

Wealthspire Advisors (New York)’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
Closed -$217 – 2212
2025
Q3 		$217 Buy
+8
New +$234 ﹤0.01% 2932

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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 $4.6B AUM 16.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s NCNO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of nCino (NCNO) in Q4 2025, closing a stake of 8 shares — an estimated $217 sold.

Wealthspire Advisors (New York) first reported a position in NCNO in Q3 2025 and held it in 1 quarter. The position peaked at $217 in Q3 2025. 295 funds tracked by Wall St. Rank hold NCNO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining nCino position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8 nCino shares in Q4 2025, an estimated $217.
  • Wealthspire Advisors (New York) first reported a position in nCino in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s nCino position peaked at $217 in Q3 2025.
  • 295 funds tracked by Wall St. Rank held nCino as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.