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Grid Dynamics Holdings

137 hedge funds and large institutions have $690M invested in Grid Dynamics Holdings in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 72.45%74.15% (+1.7%)

4% less funds holding

Funds holding: 143137 (-6)

6% less capital invested

Capital invested by funds: $730M → $690M (-$40.2M)

15% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 53

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

66% less call options, than puts

Call options by funds: $170K | Put options by funds: $499K

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
45
Reduced
53
Closed
22
Calls
$170K
Puts
$499K
Net Calls
-$329K
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$93.6M +$4.67M +357,785 +5%
BlackRock
2
BlackRock
New York
$57.8M -$977K -74,891 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.6M +$839K +64,300 +2%
RP
4
Riverbridge Partners
Minnesota
$43.2M -$723K -55,442 -2%
BAMCO Inc
5
BAMCO Inc
New York
$36.9M
AllianceBernstein
6
AllianceBernstein
Tennessee
$29.7M -$803K -61,512 -2%
Jennison Associates
7
Jennison Associates
New York
$28.7M +$352K +26,974 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23.2M +$1.01M +77,375 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$21.4M -$1.79M -137,163 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$18M +$1.37M +104,683 +8%
State Street
11
State Street
Massachusetts
$17.7M +$520K +39,845 +3%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$16.9M +$16.1M +1,231,428 +838%
Bank of America
13
Bank of America
North Carolina
$16.7M +$4.06M +310,852 +30%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.1M +$535K +41,010 +3%
FCM
15
Frontier Capital Management
Massachusetts
$15.5M -$2.26M -172,895 -12%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$11.3M -$1.22M -93,169 -9%
SCA
17
Summit Creek Advisors
Minnesota
$11.3M +$78.9K +6,047 +0.7%
William Blair & Company
18
William Blair & Company
Illinois
$10.7M -$150K -11,482 -1%
N
19
Nuveen
North Carolina
$10.4M +$9.35M +716,518 +562%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$10.3M +$13.5M +1,036,542 New
Northern Trust
21
Northern Trust
Illinois
$9.45M -$86.8K -6,657 -0.9%
DCM
22
Driehaus Capital Management
Illinois
$8.19M -$2.74M -210,202 -24%
Deutsche Bank
23
Deutsche Bank
Germany
$8.17M -$2.81M -215,084 -24%
Morgan Stanley
24
Morgan Stanley
New York
$7.66M -$10.4M -796,116 -56%
SAM
25
Silvercrest Asset Management
New York
$7.43M +$2.38M +182,052 +43%

GDYN Hedge Fund Activity: Q1 2024 in Review

137 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Grid Dynamics Holdings (GDYN) for Q1 2024, worth a combined $690M — down 5.5% from $730M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of GDYN and 17 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 45 added.

The largest buyer was Alyeska Investment Group, adding an estimated $16.1M. The largest seller was Granahan Investment Management, exiting entirely with an estimated $11.8M sold.

  • 137 institutional investors held Grid Dynamics Holdings (GDYN) as of Q1 2024, down from 143 in Q4 2023.
  • Funds reported $690M of Grid Dynamics Holdings stock for Q1 2024, down 5.5% quarter-over-quarter.
  • 17 funds opened new Grid Dynamics Holdings positions in Q1 2024 and 22 closed out, a net change of -5 holders.
  • The largest Grid Dynamics Holdings buyer in Q1 2024 was Alyeska Investment Group, an estimated $16.1M added.
  • The largest Grid Dynamics Holdings seller in Q1 2024 was Granahan Investment Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.