Lyon Street Capital’s RealPage, Inc. RP Stock Holding History

Lyon Street 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
2020 Q3	$403K	Buy	6,992 +3,408	+95%	+$211K	1.2%	43
2020 Q2	$233K	Sell	3,584 -15,416	-81%	-$972K	0.47%	62
2020 Q1	$1.01M	Sell	19,000 -9,000	-32%	-$513K	1.6%	27
2019 Q4	$1.5M	Buy	28,000 +6,000	+27%	+$342K	2.56%	7
2019 Q3	$1.38M	Sell	22,000 -4,500	-17%	-$282K	2.55%	9
2019 Q2	$1.56M	Buy	+26,500	New	+$1.6M	2.65%	12

Other funds holding RP

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Lyon Street Capital's RP Position: Q3 2020 in Review

Lyon Street Capital increased its RealPage, Inc. (RP) stake by 95% in Q3 2020, buying an estimated $211K and bringing the position to 6,992 shares worth $403K. The position accounts for 1.2% of the portfolio, ranked #43.

Lyon Street Capital first reported a position in RP in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.56M in Q2 2019. 267 funds tracked by Wall St. Rank hold RP as of Q3 2020.

Lyon Street Capital held 6,992 shares of RealPage, Inc. worth $403K as of Q3 2020.
Lyon Street Capital bought 3,408 RealPage, Inc. shares in Q3 2020, an estimated $211K.
RealPage, Inc. made up 1.2% of Lyon Street Capital's portfolio in Q3 2020, its #43 holding.
Lyon Street Capital first reported a position in RealPage, Inc. in Q2 2019 and has held it in 6 quarters since.
Lyon Street Capital's RealPage, Inc. position peaked at $1.56M in Q2 2019.
267 funds tracked by Wall St. Rank held RealPage, Inc. as of Q3 2020.

Based on Lyon Street Capital's 13F filing for Q3 2020, filed 16 Nov 2020.