W
NCNO icon

WealthStone’s nCino NCNO Stock Holding History

WealthStone’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
2021
Q1 		$3.77M Buy
+56,469
New +$4.03M 1.31% 10

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

WealthStone's NCNO Position: Q1 2021 in Review

WealthStone opened a new position in nCino (NCNO) in Q1 2021: 56,469 shares worth $3.77M. The stake represents 1.31% of the portfolio and ranks #10 among its holdings.

188 funds tracked by Wall St. Rank hold NCNO as of Q1 2021.

  • WealthStone held 56,469 shares of nCino worth $3.77M as of Q1 2021.
  • nCino was a new WealthStone position in Q1 2021.
  • nCino made up 1.31% of WealthStone's portfolio in Q1 2021, its #10 holding.
  • 188 funds tracked by Wall St. Rank held nCino as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.