Contour Asset Management’s RealPage, Inc. RP Stock Holding History

Contour Asset Management’s Portfolio RP Stock Details RP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-518,433	Closed	-$31.5M	–	42
2019 Q1	$31.5M	Sell	518,433 -770,737	-60%	-$44.2M	2.25%	19
2018 Q4	$62.1M	Sell	1,289,170 -1,116,284	-46%	-$58.3M	5.64%	5
2018 Q3	$159M	Buy	2,405,454 +782,890	+48%	+$46.7M	5.55%	3
2018 Q2	$89.4M	Sell	1,622,564 -396,230	-20%	-$22.4M	3.7%	11
2018 Q1	$104M	Buy	2,018,794 +139,389	+7%	+$6.96M	5.35%	4
2017 Q4	$83.3M	Buy	1,879,405 +583,958	+45%	+$25.5M	4.62%	8
2017 Q3	$51.7M	Buy	1,295,447 +849,159	+190%	+$33.8M	2.9%	15
2017 Q2	$16M	Buy	+446,288	New	+$15.9M	0.97%	27

Other funds holding RP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Contour Asset Management's RP Position: Q2 2019 in Review

Contour Asset Management sold out of RealPage, Inc. (RP) in Q2 2019, closing a stake of 518,433 shares — an estimated $31.5M sold.

Contour Asset Management first reported a position in RP in Q2 2017 and held it in 8 quarters. The position peaked at $159M in Q3 2018. 261 funds tracked by Wall St. Rank hold RP as of Q2 2019.

Contour Asset Management reported no remaining RealPage, Inc. position as of Q2 2019 after selling out during the quarter.
Contour Asset Management sold 518,433 RealPage, Inc. shares in Q2 2019, an estimated $31.5M.
Contour Asset Management first reported a position in RealPage, Inc. in Q2 2017 and held it in 8 quarters.
Contour Asset Management's RealPage, Inc. position peaked at $159M in Q3 2018.
261 funds tracked by Wall St. Rank held RealPage, Inc. as of Q2 2019.

Based on Contour Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.