ENVESTNET ASSET MANAGEMENT INC
Holdings in NCNO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,001,349 | 234,062 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $8,810,424 | 324,988 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $11,558,910 | 413,261 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $10,014,930 | 364,577 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $12,942,907 | 385,435 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $12,262,005 | 388,161 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $11,751,135 | 373,645 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $12,879,465 | 344,555 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $4,320,883 | 128,483 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $4,451,904 | 139,997 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,275,596 | 75,551 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,396,278 | 56,347 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,349,206 | 51,029 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,444,456 | 42,347 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,517,646 | 49,083 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,365,535 | 33,322 | Shares | Sole | 2022-05-04 |