Jacobs Levy Equity Management’s Callidus Software, Inc. CALD Stock Holding History

Jacobs Levy Equity 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
2014 Q4	–	Sell	-22,300	Closed	-$268K	–	970
2014 Q3	$268K	Sell	22,300 -30,983	-58%	-$354K	﹤0.01%	698
2014 Q2	$636K	Sell	53,283 -57,517	-52%	-$614K	0.01%	593
2014 Q1	$1.39M	Buy	+110,800	New	+$1.46M	0.02%	469

Other funds holding CALD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jacobs Levy Equity Management's CALD Position: Q4 2014 in Review

Jacobs Levy Equity Management sold out of Callidus Software, Inc. (CALD) in Q4 2014, closing a stake of 22,300 shares — an estimated $268K sold.

Jacobs Levy Equity Management first reported a position in CALD in Q1 2014 and held it in 3 quarters. The position peaked at $1.39M in Q1 2014. 152 funds tracked by Wall St. Rank hold CALD as of Q4 2014.

Jacobs Levy Equity Management reported no remaining Callidus Software, Inc. position as of Q4 2014 after selling out during the quarter.
Jacobs Levy Equity Management sold 22,300 Callidus Software, Inc. shares in Q4 2014, an estimated $268K.
Jacobs Levy Equity Management first reported a position in Callidus Software, Inc. in Q1 2014 and held it in 3 quarters.
Jacobs Levy Equity Management's Callidus Software, Inc. position peaked at $1.39M in Q1 2014.
152 funds tracked by Wall St. Rank held Callidus Software, Inc. as of Q4 2014.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2014, filed 17 Feb 2015.