Position in NCNO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,308
+$110 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 286 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCNO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CrossGen Wealth, LLC holds $327,881 across 7 Software - Application names. NCNO ranks #7 (0.4% of the industry book) .
All Filings in NCNO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308 | 80 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,198 | 80 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,051 | 80 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||