Eminence Capital’s RealPage, Inc. RP Stock Holding History

Eminence Capital’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
2021 Q1	–	Sell	-2,844,002	Closed	-$248M	–	92
2020 Q4	$248M	Buy	2,844,002 +273,014	+11%	+$17.9M	2.33%	10
2020 Q3	$148M	Sell	2,570,988 -667,586	-21%	-$41.3M	1.45%	15
2020 Q2	$211M	Sell	3,238,574 -220,002	-6%	-$13.9M	2.09%	9
2020 Q1	$183M	Sell	3,458,576 -328,475	-9%	-$18.7M	2%	8
2019 Q4	$204M	Buy	3,787,051 +1,260,571	+50%	+$71.9M	2.29%	11
2019 Q3	$159M	Sell	2,526,480 -39,363	-2%	-$2.47M	1.91%	19
2019 Q2	$151M	Buy	+2,565,843	New	+$155M	1.99%	21

Other funds holding RP

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eminence Capital's RP Position: Q1 2021 in Review

Eminence Capital sold out of RealPage, Inc. (RP) in Q1 2021, closing a stake of 2,844,002 shares — an estimated $248M sold.

Eminence Capital first reported a position in RP in Q2 2019 and held it in 7 quarters. The position peaked at $248M in Q4 2020. 289 funds tracked by Wall St. Rank hold RP as of Q1 2021.

Eminence Capital reported no remaining RealPage, Inc. position as of Q1 2021 after selling out during the quarter.
Eminence Capital sold 2,844,002 RealPage, Inc. shares in Q1 2021, an estimated $248M.
Eminence Capital first reported a position in RealPage, Inc. in Q2 2019 and held it in 7 quarters.
Eminence Capital's RealPage, Inc. position peaked at $248M in Q4 2020.
289 funds tracked by Wall St. Rank held RealPage, Inc. as of Q1 2021.

Based on Eminence Capital's 13F filing for Q1 2021, filed 17 May 2021.