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Ncino shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Ncino

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ncino by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 43k 33.58
2024-09-30 $1.6M 52k 31.59
2024-06-30 $1.8M 57k 31.45
2024-03-31 $372k 10k 37.38

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Aon Shs Cl A (AON)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apollo Global Mgmt (APO)
Palantir Technologies Cl A (PLTR)

View all positions for Summit Trail Advisors

Top funds holding Ncino

Vanguard Group
Kayne Anderson Rudnick Investment Management
HMI Capital
Daniel D. Thurber
BlackRock
Capital Research and Management Company - Division 3
Insight Holdings
Long Path Partners
Soma Equity Partners
Ameriprise Financial
ShawSpring Partners
Invesco
Massachusetts Financial Services
Brown Capital Management
Conestoga Capital Advisors

View all funds holding Ncino