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Ncino shares owned by CI Private Wealth

Quarter-by-quarter ownership of Ncino (NCNO) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Ncino

Tip: Access up to 7 years of quarterly data

All positions including Ncino held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ncino by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $555k 34k 16.35
2026-03-31 $267k 19k 14.39
2024-09-30 $301k 9.5k 31.59

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Top funds holding Ncino

BlackRock
Vanguard Portfolio Management
Rima Management
AQR Capital Management
Bank of America Corporation
Luke P. La Valle, Jr.
HMI Capital
Vanguard Capital Management
ClearBridge Advisors
Lead Edge Capital Management
Long Path Partners
Wellington Management Company
Geode Capital Management
Dimensional Fund Advisors
Kayne Anderson Rudnick Investment Management

View all funds holding Ncino