Eminence Capital’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Eminence Capital’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,514,554	Closed	-$79.8M	–	117
2020 Q1	$79.8M	Buy	2,514,554 +276,121	+12%	+$13.5M	0.98%	43
2019 Q4	$131M	Buy	2,238,433 +432,592	+24%	+$25M	1.5%	34
2019 Q3	$99M	Buy	+1,805,841	New	+$101M	1.25%	40
2018 Q4	–	Sell	-2,557,231	Closed	-$145M	–	50
2018 Q3	$145M	Sell	2,557,231 -2,303,170	-47%	-$124M	2.39%	19
2018 Q2	$231M	Sell	4,860,401 -235,266	-5%	-$11M	3.28%	10
2018 Q1	$199M	Sell	5,095,667 -612,926	-11%	-$24.9M	3.22%	12
2017 Q4	$202M	Buy	5,708,593 +236,632	+4%	+$8.83M	3.19%	12
2017 Q3	$222M	Buy	5,471,961 +2,393,841	+78%	+$88.5M	3.6%	7
2017 Q2	$110M	Buy	3,078,120 +732,384	+31%	+$27.4M	1.87%	29
2017 Q1	$91.2M	Sell	2,345,736 -5,216	-0.2%	-$215K	1.64%	26
2016 Q4	$99.5M	Buy	+2,350,952	New	+$93.3M	1.56%	27
2015 Q4	–	Sell	-1,992,369	Closed	-$65.7M	–	63
2015 Q3	$65.7M	Sell	1,992,369 -559,296	-22%	-$20.4M	1.04%	46
2015 Q2	$88.8M	Buy	2,551,665 +14,847	+0.6%	+$462K	1.34%	38
2015 Q1	$73.3M	Buy	2,536,818 +1,170,538	+86%	+$38.2M	1.18%	44
2014 Q4	$48.1M	Buy	+1,366,280	New	+$45.1M	0.72%	54

Other funds holding CSOD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return