|
1
|
Institutional Venture Management XIV
Menlo Park,
California
|
$40.6M
|
–
|
–
|
–
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$36.9M
|
+$2.35M
|
+122,675
|
+4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$18M
|
–
|
–
|
–
|
|
|
4
|
Putnam Investments
Boston,
Massachusetts
|
$17.9M
|
+$32.5M
|
+1,693,949
|
New
|
|
|
5
|
Glynn Capital Management
Menlo Park,
California
|
$12.5M
|
+$22.8M
|
+1,186,454
|
New
|
|
|
6
|
ClearBridge Investments
New York
|
$8.14M
|
-$99.6K
|
-5,191
|
-0.7%
|
|
|
7
|
|
$7.7M
|
-$2.52M
|
-131,390
|
-15%
|
|
|
8
|
Ashford Capital Management
Wilmington,
Delaware
|
$7.41M
|
+$2.16M
|
+112,300
|
+19%
|
|
|
9
|
|
$4.96M
|
-$267K
|
-13,931
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.45M
|
-$22.9K
|
-1,195
|
-0.5%
|
|
|
11
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.03M
|
+$49.3K
|
+2,570
|
+1%
|
|
|
12
|
|
$1.95M
|
–
|
–
|
–
|
|
|
13
|
Mendon Capital Advisors
Key Largo,
Florida
|
$1.41M
|
-$234K
|
-12,203
|
-8%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$1.33M
|
+$1.31M
|
+68,164
|
+118%
|
|
|
15
|
Geode Capital Management
Boston,
Massachusetts
|
$1.11M
|
+$388K
|
+20,227
|
+24%
|
|
|
16
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1.06M
|
+$488K
|
+25,408
|
+34%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$917K
|
+$187K
|
+9,720
|
+13%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$639K
|
+$1.16M
|
+60,536
|
New
|
|
|
19
|
Daiwa Securities Group
Tokyo,
Japan
|
$572K
|
+$586K
|
+30,551
|
+129%
|
|
|
20
|
Curi RMB Capital
Chicago,
Illinois
|
$561K
|
-$349K
|
-18,185
|
-25%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$548K
|
+$84.5K
|
+4,402
|
+9%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$459K
|
+$10.3K
|
+536
|
+1%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$368K
|
+$670K
|
+34,914
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$360K
|
+$646K
|
+33,672
|
+6,694%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$346K
|
-$4.45K
|
-232
|
-0.7%
|
|
