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Ncino shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Ncino

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ncino by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 11k 27.11
2025-06-30 $307k 11k 27.97

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Top funds holding Ncino

Vanguard Group
Kayne Anderson Rudnick Investment Management
HMI Capital
Capital Research and Management Company - Division 3
BlackRock
Daniel D. Thurber
T. Rowe Price Investment Management
Long Path Partners
FMR
Dimensional Fund Advisors
Rima Management
Conestoga Capital Advisors
Capital Research Global Investors
Morgan Stanley
ClearBridge Advisors

View all funds holding Ncino