CM WEALTH ADVISORS LLC

Position in NCNO — nCino, Inc.

CIK 1764581 BEACHWOOD, OH

Position in NCNO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,789,082

+$195,031 QoQ

Shares Held

109,424

+2.8% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#93

of 286 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,031,758 across 6 Software - Application names. NCNO ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc. This page	109,424	$1,789,082
2	NOW	ServiceNow, Inc.	3,308	$328,418
3	INTU	Intuit Inc.	1,141	$297,801
4	SHOP	Shopify Inc.	2,474	$282,481
5	ASUR	Asure Software Inc	29,325	$232,840
6	CCC	CCC Intelligent Solutions Holdings Inc.	19,600	$101,136

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,789,082	109,424	+2.8%	Shares	Sole	2026-08-10
2026-03-31	$1,594,051	106,412	+12.8%	Shares	Sole	2026-05-08
2025-12-31	$2,419,108	94,349	+759.6%	Shares	Sole	2026-01-26
2025-09-30	$297,559	10,976	0.0%	Shares	Sole	2025-11-05
2025-06-30	$306,998	10,976	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.