Gruber & McBaine Capital Management’s Barracuda Networks, Inc. CUDA Stock Holding History

Gruber & McBaine Capital Management’s Portfolio CUDA Stock Details CUDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$1.34M	Sell	33,860 -66,140	-66%	-$2.72M	0.36%	87
2015 Q1	$3.85M	Hold	100,000	–	–	1.03%	25
2014 Q4	$3.58M	Buy	100,000 +10,000	+11%	+$329K	0.99%	24
2014 Q3	$2.31M	Buy	90,000 +35,000	+64%	+$985K	0.65%	46
2014 Q2	$1.71M	Buy	+55,000	New	+$1.57M	0.46%	79

Other funds holding CUDA

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

SIM

SCGF III Management Menlo Park, California $673M AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gruber & McBaine Capital Management's CUDA Position: Q2 2015 in Review

Gruber & McBaine Capital Management reduced its Barracuda Networks, Inc. (CUDA) stake by 66% in Q2 2015, selling an estimated $2.72M and leaving 33,860 shares worth $1.34M. The position accounts for 0.36% of the portfolio, ranked #87.

Gruber & McBaine Capital Management first reported a position in CUDA in Q2 2014 and has held it in 5 quarters since. The position peaked at $3.85M in Q1 2015. 141 funds tracked by Wall St. Rank hold CUDA as of Q2 2015.

Gruber & McBaine Capital Management held 33,860 shares of Barracuda Networks, Inc. worth $1.34M as of Q2 2015.
Gruber & McBaine Capital Management sold 66,140 Barracuda Networks, Inc. shares in Q2 2015, an estimated $2.72M.
Barracuda Networks, Inc. made up 0.36% of Gruber & McBaine Capital Management's portfolio in Q2 2015, its #87 holding.
Gruber & McBaine Capital Management first reported a position in Barracuda Networks, Inc. in Q2 2014 and has held it in 5 quarters since.
Gruber & McBaine Capital Management's Barracuda Networks, Inc. position peaked at $3.85M in Q1 2015.
141 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q2 2015.

Based on Gruber & McBaine Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.