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ENVESTNET ASSET MANAGEMENT INC: NCNO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on NCNO, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 138,108 NCNO shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 138,108 shares
    Change vs previous 13F -116,501 shares

    <0.01% of the 13F portfolio, value $2,258,066.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 254,609 shares
    Change vs previous 13F +20,547 shares

    <0.01% of the 13F portfolio, value $3,814,043.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 234,062 shares
    Change vs previous 13F -90,926 shares

    <0.01% of the 13F portfolio, value $6,001,337.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 324,988 shares
    Change vs previous 13F -88,273 shares

    <0.01% of the 13F portfolio, value $8,810,411.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 413,261 shares
    Change vs previous 13F +48,684 shares

    <0.01% of the 13F portfolio, value $11,558,910.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 364,577 shares
    Change vs previous 13F -20,858 shares

    <0.01% of the 13F portfolio, value $10,014,930.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 385,435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,942,907.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).