IECM
STMP

Intrinsic Edge Capital Management’s Stamps.com, Inc. STMP Stock Holding History

Intrinsic Edge Capital Management’s Portfolio STMP Stock Details STMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-108,896
Closed -$21.4M – 289
2020
Q4 		$21.4M Buy
108,896
+71,088
+188% +$15.6M 1.58% 6
2020
Q3 		$9.11M Buy
37,808
+2,058
+6% +$491K 0.62% 41
2020
Q2 		$6.57M Buy
+35,750
New +$6.11M 0.61% 68
2017
Q1 		– Sell
-10,000
Closed -$1.15M – 193
2016
Q4 		$1.15M Buy
+10,000
New +$1.04M 0.49% 75

Other funds holding STMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Intrinsic Edge Capital Management's STMP Position: Q1 2021 in Review

Intrinsic Edge Capital Management sold out of Stamps.com, Inc. (STMP) in Q1 2021, closing a stake of 108,896 shares — an estimated $21.4M sold.

Intrinsic Edge Capital Management first reported a position in STMP in Q4 2016 and held it in 4 quarters. The position peaked at $21.4M in Q4 2020. 265 funds tracked by Wall St. Rank hold STMP as of Q1 2021.

  • Intrinsic Edge Capital Management reported no remaining Stamps.com, Inc. position as of Q1 2021 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 108,896 Stamps.com, Inc. shares in Q1 2021, an estimated $21.4M.
  • Intrinsic Edge Capital Management first reported a position in Stamps.com, Inc. in Q4 2016 and held it in 4 quarters.
  • Intrinsic Edge Capital Management's Stamps.com, Inc. position peaked at $21.4M in Q4 2020.
  • 265 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q1 2021.

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