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

SCGF III 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
2016 Q4	–	Sell	-2,022,415	Closed	-$51.5M	–	2
2016 Q3	$51.5M	Hold	2,022,415	–	–	47.15%	2
2016 Q2	$30.6M	Sell	2,022,415 -2,022,417	-50%	-$32.3M	37.52%	2
2016 Q1	$62.3M	Hold	4,044,832	–	–	54.86%	1
2015 Q4	$75.6M	Hold	4,044,832	–	–	57.73%	1
2015 Q3	$63M	Hold	4,044,832	–	–	49.88%	2
2015 Q2	$160M	Sell	4,044,832 -1,617,933	-29%	-$66.4M	31.71%	2
2015 Q1	$218M	Hold	5,662,765	–	–	42.18%	2
2014 Q4	$203M	Hold	5,662,765	–	–	42.56%	1
2014 Q3	$145M	Sell	5,662,765 -808,967	-13%	-$22.8M	38.41%	2
2014 Q2	$201M	Hold	6,471,732	–	–	43.03%	1
2014 Q1	$220M	Hold	6,471,732	–	–	48.23%	1
2013 Q4	$257M	Buy	+6,471,732	New	+$155M	49.13%	1

Other funds holding CUDA

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SCGF III Management's CUDA Position: Q4 2016 in Review

SCGF III Management sold out of Barracuda Networks, Inc. (CUDA) in Q4 2016, closing a stake of 2,022,415 shares — an estimated $51.5M sold.

SCGF III Management first reported a position in CUDA in Q4 2013 and held it in 12 quarters. The position peaked at $257M in Q4 2013. 153 funds tracked by Wall St. Rank hold CUDA as of Q4 2016.

SCGF III Management reported no remaining Barracuda Networks, Inc. position as of Q4 2016 after selling out during the quarter.
SCGF III Management sold 2,022,415 Barracuda Networks, Inc. shares in Q4 2016, an estimated $51.5M.
SCGF III Management first reported a position in Barracuda Networks, Inc. in Q4 2013 and held it in 12 quarters.
SCGF III Management's Barracuda Networks, Inc. position peaked at $257M in Q4 2013.
153 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q4 2016.

Based on SCGF III Management's 13F filing for Q4 2016, filed 10 Feb 2017.