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Wishbone Management’s nCino NCNO Stock Holding History

Wishbone Management’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
2023
Q4 		– Sell
-377,761
Closed -$12M – 5
2023
Q3 		$12M Hold
377,761
– – 4.27% 5
2023
Q2 		$11.4M Hold
377,761
– – 3.41% 6
2023
Q1 		$9.36M Buy
+377,761
New +$9.96M 2.7% 9

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Wishbone Management's NCNO Position: Q4 2023 in Review

Wishbone Management sold out of nCino (NCNO) in Q4 2023, closing a stake of 377,761 shares — an estimated $12M sold.

Wishbone Management first reported a position in NCNO in Q1 2023 and held it in 3 quarters. The position peaked at $12M in Q3 2023. 209 funds tracked by Wall St. Rank hold NCNO as of Q4 2023.

  • Wishbone Management reported no remaining nCino position as of Q4 2023 after selling out during the quarter.
  • Wishbone Management sold 377,761 nCino shares in Q4 2023, an estimated $12M.
  • Wishbone Management first reported a position in nCino in Q1 2023 and held it in 3 quarters.
  • Wishbone Management's nCino position peaked at $12M in Q3 2023.
  • 209 funds tracked by Wall St. Rank held nCino as of Q4 2023.

Based on Wishbone Management's 13F filing for Q4 2023, filed 14 Feb 2024.