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Ncino shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Ncino

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ncino by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $631k 39k 16.35
2026-03-31 $53k 3.5k 14.98
2025-12-31 $18k 686 25.64
2025-06-30 $672 24 28.00
2025-03-31 $1.6k 57 27.47

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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