DRIVE WEALTH MANAGEMENT, LLC NCNO — NCINO INC

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  ·  9 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported NCINO INC (NCNO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.51% in 2023 Q4. The latest visible filing shows NCNO at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NCNO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, LLC'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
2025 Q3

NCNO was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2023 Q4

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 2025 Q3

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 DRIVE WEALTH MANAGEMENT, LLC fund profile DRIVE WEALTH MANAGEMENT, LLC full holdings
How DRIVE WEALTH MANAGEMENT, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 73.1% -3.4% ✅ 9,443 -25,680 -73.1% 0.05% $256K 2025-10-31 $26.68
2025 Q2 REDUCED — — — 35,123 -237 -0.7% 0.22% $982K 2025-07-30 $29.32
2025 Q1 REDUCED — — — 35,360 -149 -0.4% 0.23% $971K 2025-05-07 $22.83
2024 Q4 REDUCED 72.5% -18.2% ✅ 35,509 -93,447 -72.5% 0.29% $1.2M 2025-01-22 $32.51
2024 Q3 REDUCED — — — 128,956 -5,865 -4.4% 1.06% $4.1M 2024-11-07 $41.99
2024 Q2 REDUCED — — — 134,821 -5,492 -3.9% 1.14% $4.2M 2024-08-01 $32.14
2024 Q1 ADDED — — — 140,313 +1,535 +1.1% 1.47% $5.2M 2024-04-22 $29.64
2023 Q4 REDUCED — — — 138,778 -46 -0.0% 1.51% $4.7M 2024-01-22 $32.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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 DRIVE WEALTH MANAGEMENT, LLC and NCNO

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

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning NCNO?

DRIVE WEALTH MANAGEMENT, LLC reported NCNO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NCNO position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for NCNO was 1.51% in 2023 Q4.

What is the latest reported NCNO position on this page?

The most recent filing on this page is 2025 Q3, when DRIVE WEALTH MANAGEMENT, LLC reported 9,443 shares, equal to 0.05% of portfolio, with an estimated market value of $256K.

What does the chart on this NCNO ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC'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 DRIVE WEALTH MANAGEMENT, LLC time their NCNO position?

Based on 13F filing dates vs. subsequent NCNO price moves, DRIVE WEALTH MANAGEMENT, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on NCNO relative to SPY over the holding period was -24.0%.

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