Wellington Management Group

Wellington Management Group’s nCino NCNO Stock Holding History

Wellington Management 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
2026 Q1	–	Sell	-1,402,586	Closed	-$36M	–	1971
2025 Q4	$36M	Buy	1,402,586 +39,196	+3%	+$995K	0.01%	830
2025 Q3	$37M	Buy	+1,363,390	New	+$39.8M	0.01%	824
2023 Q2	–	Sell	-1,715,503	Closed	-$42.5M	–	1938
2023 Q1	$42.5M	Sell	1,715,503 -520,816	-23%	-$13.7M	0.01%	730
2022 Q4	$59.1M	Sell	2,236,319 -578,890	-21%	-$16.3M	0.01%	641
2022 Q3	$96M	Sell	2,815,209 -60,270	-2%	-$2.03M	0.02%	524
2022 Q2	$88.9M	Sell	2,875,479 -134,049	-4%	-$4.73M	0.02%	565
2022 Q1	$123M	Sell	3,009,528 -130,648	-4%	-$5.98M	0.02%	537
2021 Q4	$172M	Sell	3,140,176 -55,260	-2%	-$3.59M	0.03%	482
2021 Q3	$227M	Sell	3,195,436 -901,812	-22%	-$60.1M	0.04%	409
2021 Q2	$246M	Sell	4,097,248 -308,172	-7%	-$19.4M	0.04%	394
2021 Q1	$294M	Sell	4,405,420 -2,332,743	-35%	-$166M	0.05%	341
2020 Q4	$487M	Sell	6,738,163 -977,160	-13%	-$75.6M	0.09%	219
2020 Q3	$598M	Buy	+7,715,323	New	+$616M	0.12%	155

Other funds holding NCNO

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return