EC
ETWO

Eminence Capital’s E2open Parent Holdings ETWO Stock Holding History

Eminence Capital’s Portfolio ETWO Stock Details ETWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,432,295
Closed -$79.1M – 65
2023
Q3 		$79.1M Buy
17,432,295
+551,532
+3% +$2.73M 1.56% 36
2023
Q2 		$94.5M Sell
16,880,763
-1,407,853
-8% -$7.56M 1.24% 26
2023
Q1 		$106M Buy
18,288,616
+1,330,804
+8% +$8.04M 1.51% 26
2022
Q4 		$99.5M Buy
16,957,812
+2,264,279
+15% +$13M 1.85% 21
2022
Q3 		$89.2M Sell
14,693,533
-767,858
-5% -$5.38M 1.86% 20
2022
Q2 		$120M Buy
15,461,391
+1,312,536
+9% +$10.5M 2.39% 8
2022
Q1 		$125M Sell
14,148,855
-771,161
-5% -$7M 1.41% 22
2021
Q4 		$168M Sell
14,920,016
-1,254,906
-8% -$14.8M 1.6% 14
2021
Q3 		$183M Buy
16,174,922
+6,924,922
+75% +$77.7M 2.47% 11
2021
Q2 		$106M Sell
9,250,000
-1,970,645
-18% -$22.7M 1.3% 34
2021
Q1 		$112M Buy
+11,220,645
New +$115M 1.38% 34

Other funds holding ETWO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital's ETWO Position: Q4 2023 in Review

Eminence Capital sold out of E2open Parent Holdings (ETWO) in Q4 2023, closing a stake of 17,432,295 shares — an estimated $79.1M sold.

Eminence Capital first reported a position in ETWO in Q1 2021 and held it in 11 quarters. The position peaked at $183M in Q3 2021. 119 funds tracked by Wall St. Rank hold ETWO as of Q4 2023.

  • Eminence Capital reported no remaining E2open Parent Holdings position as of Q4 2023 after selling out during the quarter.
  • Eminence Capital sold 17,432,295 E2open Parent Holdings shares in Q4 2023, an estimated $79.1M.
  • Eminence Capital first reported a position in E2open Parent Holdings in Q1 2021 and held it in 11 quarters.
  • Eminence Capital's E2open Parent Holdings position peaked at $183M in Q3 2021.
  • 119 funds tracked by Wall St. Rank held E2open Parent Holdings as of Q4 2023.

Based on Eminence Capital's 13F filing for Q4 2023, filed 14 Feb 2024.