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Ncino shares owned by Creative Planning

Quarter-by-quarter ownership of Ncino (NCNO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ncino

Tip: Access up to 7 years of quarterly data

All positions including Ncino held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ncino by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 79k 14.98
2025-12-31 $540k 21k 25.64
2025-09-30 $548k 20k 27.11
2025-06-30 $567k 20k 27.96

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View all positions for Creative Planning

Top funds holding Ncino

Vanguard Group
Vanguard Portfolio Management
HMI Capital
Kayne Anderson Rudnick Investment Management
BlackRock
Vanguard Capital Management
Millennium Management
Hawk Ridge Management
Rima Management
Long Path Partners
Spyglass Capital Management
Conestoga Capital Advisors
AQR Capital Management
Luke P. La Valle, Jr.
Dimensional Fund Advisors

View all funds holding Ncino