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No Street GP LP’s Cerence CRNC Stock Holding History

No Street GP LP’s Portfolio CRNC Stock Details CRNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.62M Buy
1,525,000
+125,000
+9% +$1.13M 0.64% 31
2025
Q4 		$15M Buy
1,400,000
+400,000
+40% +$4.39M 1.01% 31
2025
Q3 		$12.5M Sell
1,000,000
-600,000
-38% -$6.15M 0.82% 26
2025
Q2 		$16.3M Buy
1,600,000
+100,000
+7% +$880K 1.2% 23
2025
Q1 		$11.8M Buy
+1,500,000
New +$18.5M 0.92% 22

Other funds holding CRNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

No Street GP LP's CRNC Position: Q1 2026 in Review

No Street GP LP increased its Cerence (CRNC) stake by 8.9% in Q1 2026, buying an estimated $1.13M and bringing the position to 1,525,000 shares worth $9.62M. The position accounts for 0.64% of the portfolio, ranked #31.

No Street GP LP first reported a position in CRNC in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.3M in Q2 2025. 195 funds tracked by Wall St. Rank hold CRNC as of Q1 2026.

  • No Street GP LP held 1,525,000 shares of Cerence worth $9.62M as of Q1 2026.
  • No Street GP LP bought 125,000 Cerence shares in Q1 2026, an estimated $1.13M.
  • Cerence made up 0.64% of No Street GP LP's portfolio in Q1 2026, its #31 holding.
  • No Street GP LP first reported a position in Cerence in Q1 2025 and has held it in 5 quarters since.
  • No Street GP LP's Cerence position peaked at $16.3M in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Cerence as of Q1 2026.

Based on No Street GP LP's 13F filing for Q1 2026, filed 15 May 2026.