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Disclosery

Pathstone Holdings, LLC: NCNO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathstone Holdings, LLC on NCNO, newest first. How the timeline and the estimate are built.

Pathstone Holdings, LLC held 15,568 NCNO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,568 shares
    Change vs previous 13F -17,712 shares

    <0.01% of the 13F portfolio, value $254,530.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 33,280 shares
    Change vs previous 13F +7,342 shares

    <0.01% of the 13F portfolio, value $498,529.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 25,938 shares
    Change vs previous 13F -12,273 shares

    <0.01% of the 13F portfolio, value $665,039.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 38,211 shares
    Change vs previous 13F +1,006 shares

    <0.01% of the 13F portfolio, value $1,035,913.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 37,205 shares
    Change vs previous 13F -392 shares

    <0.01% of the 13F portfolio, value $1,040,637.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 37,597 shares
    Change vs previous 13F +4,392 shares

    <0.01% of the 13F portfolio, value $1,032,802.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 33,205 shares
    Change vs previous 13F +20,046 shares

    <0.01% of the 13F portfolio, value $1,115,021.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,693.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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