BANK OF MONTREAL /CAN/: NCNO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on NCNO, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 4,710,565 NCNO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 4,710,565 shares
Change vs previous 13F +3,044,243 shares
0.03% of the 13F portfolio, value $77,017,738.
13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,666,322 shares
Change vs previous 13F +1,666,322 shares
0.01% of the 13F portfolio, value $24,961,504.
13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -1,087 shares
13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 1,087 shares
Change vs previous 13F +1,087 shares
<0.01% of the 13F portfolio, value $36,501.
13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 0 shares
Change vs previous 13F not available
13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.