No Street GP LP’s Stamps.com, Inc. STMP Stock Holding History

No Street GP LP’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 Q3	–	Sell	-150,000	Closed	-$30M	–	39
2021 Q2	$30M	Buy	150,000 +70,000	+88%	+$13.7M	4.72%	3
2021 Q1	$16M	Sell	80,000 -95,000	-54%	-$20.2M	2.06%	15
2020 Q4	$34.3M	Buy	175,000 +35,000	+25%	+$7.69M	3.98%	3
2020 Q3	$33.7M	Sell	140,000 -25,000	-15%	-$5.96M	3.98%	3
2020 Q2	$30.3M	Sell	165,000 -150,000	-48%	-$25.7M	3.9%	5
2020 Q1	$41M	Buy	315,000 +120,000	+62%	+$12.6M	8.26%	3
2019 Q4	$16.3M	Buy	+195,000	New	+$16.3M	1.78%	16

Other funds holding STMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

VEPM

Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

No Street GP LP's STMP Position: Q3 2021 in Review

No Street GP LP sold out of Stamps.com, Inc. (STMP) in Q3 2021, closing a stake of 150,000 shares — an estimated $30M sold.

No Street GP LP first reported a position in STMP in Q4 2019 and held it in 7 quarters. The position peaked at $41M in Q1 2020. 265 funds tracked by Wall St. Rank hold STMP as of Q3 2021.

No Street GP LP reported no remaining Stamps.com, Inc. position as of Q3 2021 after selling out during the quarter.
No Street GP LP sold 150,000 Stamps.com, Inc. shares in Q3 2021, an estimated $30M.
No Street GP LP first reported a position in Stamps.com, Inc. in Q4 2019 and held it in 7 quarters.
No Street GP LP's Stamps.com, Inc. position peaked at $41M in Q1 2020.
265 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q3 2021.

Based on No Street GP LP's 13F filing for Q3 2021, filed 15 Nov 2021.