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Ncino shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Ncino

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

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Quarterly reported holdings in Ncino by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 64k 25.64
2025-06-30 $817k 30k 26.90

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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
Rima Management
Long Path Partners
Spyglass Capital Management
Conestoga Capital Advisors
FMR
Dimensional Fund Advisors
T. Rowe Price Investment Management
ClearBridge Advisors
Balyasny Asset Management
Bamco

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