SCFF Management’s Barracuda Networks, Inc. CUDA Stock Holding History

SCFF Management’s Portfolio CUDA Stock Details CUDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$14.6M	Hold	938,591	–	–	46.25%	1
2015 Q2	$37.2M	Sell	938,591 -375,438	-29%	-$15.4M	67.02%	1
2015 Q1	$50.6M	Hold	1,314,029	–	–	76.67%	1
2014 Q4	$47.1M	Hold	1,314,029	–	–	73.43%	1
2014 Q3	$33.7M	Sell	1,314,029 -187,719	-13%	-$5.28M	41.15%	2
2014 Q2	$46.6M	Hold	1,501,748	–	–	39.49%	1
2014 Q1	$51M	Hold	1,501,748	–	–	40.65%	1
2013 Q4	$59.6M	Buy	+1,501,748	New	+$36M	35.3%	2

Other funds holding CUDA

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

SIM

SCGF III Management Menlo Park, California $673M AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

SCFF Management's CUDA Position: Q3 2015 in Review

SCFF Management held its Barracuda Networks, Inc. (CUDA) position steady in Q3 2015 at 938,591 shares worth $14.6M. The position accounts for 46.25% of the portfolio, ranked #1.

SCFF Management first reported a position in CUDA in Q4 2013 and has held it in 8 quarters since. The position peaked at $59.6M in Q4 2013. 116 funds tracked by Wall St. Rank hold CUDA as of Q3 2015.

SCFF Management held 938,591 shares of Barracuda Networks, Inc. worth $14.6M as of Q3 2015.
SCFF Management left its Barracuda Networks, Inc. share count unchanged in Q3 2015.
Barracuda Networks, Inc. made up 46.25% of SCFF Management's portfolio in Q3 2015, its #1 holding.
SCFF Management first reported a position in Barracuda Networks, Inc. in Q4 2013 and has held it in 8 quarters since.
SCFF Management's Barracuda Networks, Inc. position peaked at $59.6M in Q4 2013.
116 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q3 2015.

Based on SCFF Management's 13F filing for Q3 2015, filed 13 Nov 2015.