Dark
Light
System
Security
YODLEE INC
YODLEE INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 52 Institutional holders with a total value of $218,825,683.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WARBURG PINCUS LLC 8,160,691 109,843,000 50.20%
2 BANK OF AMERICA CORP /DE/ 2,807,251 37,786,000 17.27%
3 FMR LLC 1,257,643 16,928,000 7.74%
4 LORD, ABBETT & CO. LLC 635,783 8,558,000 3.91%
5 Granahan Investment Management, LLC 556,831 7,495,000 3.43%
6 TIGER GLOBAL MANAGEMENT LLC 350,000 4,711,000 2.15%
7 WALL STREET ASSOCIATES 319,200 4,296,000 1.96%
8 CROSSLINK CAPITAL INC 255,900 3,444,000 1.57%
9 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 238,600 3,212,000 1.47%
10 FEDERATED HERMES, INC. 220,000 2,961,000 1.35%
11 VANGUARD GROUP INC 199,636 2,687,000 1.23%
12 BlackRock Fund Advisors 195,458 2,631,000 1.20%
13 G2 Investment Partners Management LLC 157,275 2,117,000 0.97%
14 MILLENNIUM MANAGEMENT LLC 82,529 1,111,000 0.51%
15 UNITED SERVICES AUTOMOBILE ASSOCIATION 67,769 912,000 0.42%
16 GENERAL ELECTRIC CO 66,518 895,000 0.41%
17 NORTHERN TRUST CORP 65,262 879,000 0.40%
18 STATE STREET CORP 63,937 859,000 0.39%
19 BlackRock Institutional Trust Company, N.A. 56,189 756,000 0.35%
20 A.R.T. Advisors, LLC 53,607 721,000 0.33%
21 UBS Group AG 52,033 700,000 0.32%
22 GOLDMAN SACHS GROUP INC 51,029 687,000 0.31%
23 GEODE CAPITAL MANAGEMENT, LLC 44,694 601,000 0.27%
24 PANAGORA ASSET MANAGEMENT INC 44,563 600,000 0.27%
25 MENTA CAPITAL LLC 38,475 518,000 0.24%
26 Bank of New York Mellon Corp 29,579 398,000 0.18%
27 PARADIGM ASSET MANAGEMENT CO LLC 28,600 384,956 0.18%
28 BlackRock Investment Management, LLC 20,865 281,000 0.13%
29 PARAMETRIC PORTFOLIO ASSOCIATES LLC 20,904 281,000 0.13%
30 ROYAL BANK OF CANADA 18,602 250,000 0.11%
31 MORGAN STANLEY 18,262 246,000 0.11%
32 TIAA CREF INVESTMENT MANAGEMENT LLC 17,596 237,000 0.11%
33 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13,000 175,000 0.08%
34 GLOBEFLEX CAPITAL L P 12,400 167,000 0.08%
35 TEACHERS ADVISORS, LLC 6,592 89,000 0.04%
36 Walleye Trading LLC 6,200 83,000 0.04% Put
37 CITADEL ADVISORS LLC 6,081 82,000 0.04%
38 Nationwide Fund Advisors 5,103 69,000 0.03%
39 AMERICAN INTERNATIONAL GROUP, INC. 4,409 59,345 0.03%
40 BLACKROCK ADVISORS LLC 3,403 46,000 0.02%
41 STRS OHIO 2,300 30,000 0.01%
42 CITIGROUP INC 421 6,000 0.00%
43 PNC FINANCIAL SERVICES GROUP, INC. 445 6,000 0.00%
44 Chicago Partners Investment Group LLC 386 5,000 0.00%
45 WELLS FARGO & COMPANY/MN 369 5,000 0.00%
46 Walleye Trading LLC 346 5,000 0.00%
47 BENJAMIN F. EDWARDS & COMPANY, INC. 400 5,000 0.00%
48 BARCLAYS PLC 220 3,000 0.00%
49 BNP PARIBAS FINANCIAL MARKETS 177 2,382 0.00%
50 Creative Planning 100 1,000 0.00%
Page 1 of 2

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.