Position in NCNO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,258,065
-$1,555,977 QoQ
Shares Held
138,108
-45.8% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 289 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NCNO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,084,871,332 across 81 Software - Application names. NCNO ranks #55 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,606,516 | $404,566,194 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,271,429 | $284,736,524 | |
| 3 | PAYX |
Paychex Inc
|
2,764,004 | $271,784,513 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,135,278 | $211,990,399 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
561,882 | $210,885,552 | |
| 6 | SHOP |
Shopify Inc.
|
1,827,570 | $208,671,942 | |
| 7 | SNOW |
Snowflake Inc.
|
737,847 | $187,782,061 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,763 | $156,936,191 |
All Filings in NCNO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,258,065 | 138,108 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,814,042 | 254,609 | Shares | Sole | 2026-05-04 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||