CAPTRUST FINANCIAL ADVISORS
Holdings in NCNO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,369,520 | 92,415 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,701,071 | 62,747 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $1,734,251 | 62,004 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,541,012 | 56,098 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,155,298 | 64,184 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $3,278,694 | 103,789 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,051,845 | 97,038 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $3,622,234 | 96,903 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $3,750,686 | 111,528 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $3,668,702 | 115,368 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $3,464,221 | 115,014 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $3,728,795 | 150,476 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $3,911,586 | 147,942 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,081,389 | 31,703 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $1,116,304 | 36,103 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $1,468,108 | 35,825 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,398,381 | 25,490 | Shares | Sole | 2022-02-14 |