Herald Investment Management’s Callidus Software, Inc. CALD Stock Holding History

Herald Investment Management’s Portfolio CALD Stock Details CALD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-360,000	Closed	-$12.9M	–	98
2018 Q1	$12.9M	Hold	360,000	–	–	3.86%	7
2017 Q4	$10.3M	Hold	360,000	–	–	3.23%	9
2017 Q3	$8.86M	Hold	360,000	–	–	2.87%	9
2017 Q2	$8.69M	Hold	360,000	–	–	2.98%	8
2017 Q1	$7.67M	Buy	360,000 +100,000	+38%	+$1.92M	2.81%	9
2016 Q4	$4.37M	Hold	260,000	–	–	1.89%	17
2016 Q3	$4.77M	Hold	260,000	–	–	1.77%	19
2016 Q2	$5.19M	Hold	260,000	–	–	2.17%	16
2016 Q1	$4.33M	Hold	260,000	–	–	1.84%	19
2015 Q4	$4.83M	Hold	260,000	–	–	2.02%	15
2015 Q3	$4.41M	Buy	+260,000	New	+$4.17M	1.96%	17
2015 Q1	$3.45M	Hold	260,000	–	–	1.25%	25
2014 Q4	$4.24M	Hold	260,000	–	–	1.64%	23
2014 Q3	$3.66M	Hold	260,000	–	–	1.46%	24
2014 Q2	$3.1M	Buy	260,000 +100,000	+63%	+$1.07M	1.23%	26
2014 Q1	$1.9M	Buy	+160,000	New	+$2.1M	0.75%	41

Other funds holding CALD

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Herald Investment Management's CALD Position: Q2 2018 in Review

Herald Investment Management sold out of Callidus Software, Inc. (CALD) in Q2 2018, closing a stake of 360,000 shares — an estimated $12.9M sold.

Herald Investment Management first reported a position in CALD in Q1 2014 and held it in 16 quarters. The position peaked at $12.9M in Q1 2018. 2 funds tracked by Wall St. Rank hold CALD as of Q2 2018.

Herald Investment Management reported no remaining Callidus Software, Inc. position as of Q2 2018 after selling out during the quarter.
Herald Investment Management sold 360,000 Callidus Software, Inc. shares in Q2 2018, an estimated $12.9M.
Herald Investment Management first reported a position in Callidus Software, Inc. in Q1 2014 and held it in 16 quarters.
Herald Investment Management's Callidus Software, Inc. position peaked at $12.9M in Q1 2018.
2 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q2 2018.

Based on Herald Investment Management's 13F filing for Q2 2018, filed 15 Aug 2018.