DiNuzzo Private Wealth, Inc. NCNO — NCINO INC

Ownership history in DiNuzzo Private Wealth, Inc.  ·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported NCINO INC (NCNO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows NCNO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NCNO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in NCINO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NCNO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NCNO stock page DiNuzzo Private Wealth, Inc. fund profile DiNuzzo Private Wealth, Inc. full holdings
How DiNuzzo Private Wealth, Inc. held NCNO — position size vs. price
% of Fund (quarterly)    NCNO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1 -6 -85.7% 0.00% $15 2026-04-08 $17.74
2025 Q4 REDUCED 22.2% -41.6% ✅ 7 -2 -22.2% 0.00% $180 2026-01-16 $24.25
2025 Q3 REDUCED 18.2% -3.4% ✅ 9 -2 -18.2% 0.00% $289 2025-10-14 $24.88
2025 Q2 ADDED — — — 11 +7 +175.0% 0.00% $308 2025-07-17 $30.69
2025 Q1 REDUCED 42.9% +1.8% ❌ 4 -3 -42.9% 0.00% $110 2025-04-25 $23.04
2024 Q4 ADDED — — — 7 +4 +133.3% 0.00% $236 2025-01-23 $32.51
2024 Q3 UNCHANGED — — — 3 — 0% 0.00% $95 2024-10-17 $36.22
2024 Q2 REDUCED 40.0% +0.5% ❌ 3 -2 -40.0% 0.00% $95 2024-07-30 $32.85
2024 Q1 UNCHANGED — — — 5 — 0% 0.00% $187 2024-05-06 $30.87
2023 Q4 INITIATED — — — 5 — — 0.00% $169 2024-02-06 $31.20

🏢 Other funds also holding NCNO

As of 2026 Q1 — sorted by position size

Long Path Partners LP 3Y 30.08% HMI Capital Management, L.P. 3Y 7Y 13.46% Lead Edge Capital Management, LLC 3Y 6.2% Spyglass Capital Management LLC 3Y 7Y 3.48% Senvest Management, LLC 3Y 7Y 2.64% HAWK RIDGE CAPITAL MANAGEMENT LP 3Y 7Y 2.44% ALGEBRIS (UK) LTD 3Y 7Y 2.25% Tensile Capital Management LP 3Y 7Y 2.16% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.91% Bullseye Asset Management LLC 3Y 1.52%

FAQ About DiNuzzo Private Wealth, Inc. and NCNO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning NCNO?

DiNuzzo Private Wealth, Inc. reported NCNO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NCNO position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for NCNO was 0.00% in 2025 Q2.

What is the latest reported NCNO position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $15.

What does the chart on this NCNO ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly NCNO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DiNuzzo Private Wealth, Inc. time their NCNO position?

Based on 13F filing dates vs. subsequent NCNO price moves, DiNuzzo Private Wealth, Inc. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on NCNO relative to SPY over the holding period was -34.1%.

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