North Peak Capital Management’s GoDaddy GDDY Stock Holding History

North Peak Capital Management’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,979,069	Closed	-$208M	–	9
2021 Q3	$208M	Buy	2,979,069 +1,180,259	+66%	+$91.4M	26.69%	1
2021 Q2	$156M	Buy	+1,798,810	New	+$150M	30.33%	2
2019 Q4	–	Sell	-482,341	Closed	-$31.8M	–	12
2019 Q3	$31.8M	Buy	482,341 +197,630	+69%	+$13.4M	13.67%	2
2019 Q2	$20M	Buy	+284,711	New	+$21.5M	11.22%	3

Other funds holding GDDY

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Peak Capital Management's GDDY Position: Q4 2021 in Review

North Peak Capital Management sold out of GoDaddy (GDDY) in Q4 2021, closing a stake of 2,979,069 shares — an estimated $208M sold.

North Peak Capital Management first reported a position in GDDY in Q2 2019 and held it in 4 quarters. The position peaked at $208M in Q3 2021. 429 funds tracked by Wall St. Rank hold GDDY as of Q4 2021.

North Peak Capital Management reported no remaining GoDaddy position as of Q4 2021 after selling out during the quarter.
North Peak Capital Management sold 2,979,069 GoDaddy shares in Q4 2021, an estimated $208M.
North Peak Capital Management first reported a position in GoDaddy in Q2 2019 and held it in 4 quarters.
North Peak Capital Management's GoDaddy position peaked at $208M in Q3 2021.
429 funds tracked by Wall St. Rank held GoDaddy as of Q4 2021.

Based on North Peak Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.