Wellington Management Group
NCNO icon

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
Q2 		$49.3M Buy
+3,014,228
New +$49.5M 0.01% 769
2026
Q1 		– Sell
-1,402,586
Closed -$36M – 1967
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wellington Management Group's NCNO Position: Q2 2026 in Review

Wellington Management Group opened a new position in nCino (NCNO) in Q2 2026: 3,014,228 shares worth $49.3M. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in NCNO as recently as Q4 2025.

Wellington Management Group first reported a position in NCNO in Q3 2020 and has held it in 14 quarters since. The position peaked at $598M in Q3 2020. 288 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • Wellington Management Group held 3,014,228 shares of nCino worth $49.3M as of Q2 2026.
  • nCino was a new Wellington Management Group position in Q2 2026.
  • nCino made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #769 holding.
  • Wellington Management Group first reported a position in nCino in Q3 2020 and has held it in 14 quarters since.
  • Wellington Management Group's nCino position peaked at $598M in Q3 2020.
  • 288 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.