Cornerstone OnDemand, Inc.
CSOD
CSOD was delisted on the 14th of October, 2021.
185 hedge funds and large institutions have $2.52B invested in Cornerstone OnDemand, Inc. in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 51 increasing their positions, 78 reducing their positions, and 20 closing their positions.
1,713% more call options, than puts
Call options by funds: $28.3M | Put options by funds: $1.56M
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
27% more capital invested
Capital invested by funds: $1.98B → $2.52B (+$539M)
11% more funds holding
Funds holding: 167 → 185 (+18)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
35% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Contour Asset Management
New York
|
+$29M |
| 2 |
BlackRock
New York
|
+$25.4M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$18.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$15.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brahman Capital
New York
|
-$44.5M |
| 2 |
VCM
Vector Capital Management
San Francisco,
California
|
-$31.8M |
| 3 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
-$23.3M |
| 4 |
TCM
Tensile Capital Management
Larkspur,
California
|
-$20.1M |
| 5 |
Man Group
London,
United Kingdom
|
-$14.4M |
CSOD Hedge Fund Activity: Q4 2020 in Review
185 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Cornerstone OnDemand, Inc. (CSOD) for Q4 2020, worth a combined $2.52B — up 27% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CSOD positions and 20 closed out — a net gain of 18 holders — while 51 added to existing stakes and 78 trimmed.
The largest buyer was Contour Asset Management, adding an estimated $29M. The largest seller was Brahman Capital, exiting entirely with an estimated $44.5M sold.
- 185 institutional investors held Cornerstone OnDemand, Inc. (CSOD) as of Q4 2020, up from 167 in Q3 2020.
- Funds reported $2.52B of Cornerstone OnDemand, Inc. stock for Q4 2020, up 27% quarter-over-quarter.
- 38 funds opened new Cornerstone OnDemand, Inc. positions in Q4 2020 and 20 closed out, a net change of +18 holders.
- The largest Cornerstone OnDemand, Inc. buyer in Q4 2020 was Contour Asset Management, an estimated $29M added.
- The largest Cornerstone OnDemand, Inc. seller in Q4 2020 was Brahman Capital, an estimated $44.5M sold.
Based on aggregated 13F filings for Q4 2020.