Y-Intercept (HK)’s nCino NCNO Stock Holding History

Y-Intercept (HK)’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	$425K	Sell	25,971 -35,122	-57%	-$576K	0.01%	1362
2026 Q1	$915K	Buy	+61,093	New	+$1.15M	0.02%	1071
2025 Q4	–	Sell	-23,114	Closed	-$627K	–	1856
2025 Q3	$627K	Buy	+23,114	New	+$675K	0.02%	1175
2025 Q1	–	Sell	-7,218	Closed	-$242K	–	1482
2024 Q4	$242K	Buy	+7,218	New	+$269K	0.02%	1000

Other funds holding NCNO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Y-Intercept (HK)'s NCNO Position: Q2 2026 in Review

Y-Intercept (HK) reduced its nCino (NCNO) stake by 57% in Q2 2026, selling an estimated $576K and leaving 25,971 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #1362.

Y-Intercept (HK) first reported a position in NCNO in Q4 2024 and has held it in 4 quarters since. The position peaked at $915K in Q1 2026. 34 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

Y-Intercept (HK) held 25,971 shares of nCino worth $425K as of Q2 2026.
Y-Intercept (HK) sold 35,122 nCino shares in Q2 2026, an estimated $576K.
nCino made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1362 holding.
Y-Intercept (HK) first reported a position in nCino in Q4 2024 and has held it in 4 quarters since.
Y-Intercept (HK)'s nCino position peaked at $915K in Q1 2026.
34 funds tracked by Wall St. Rank held nCino as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.