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YODLEE INC
YODLEE INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 76 Institutional holders with a total value of $290,796,719.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WARBURG PINCUS LLC 8,160,691 117,840,000 40.52%
2 BANK OF AMERICA CORP /DE/ 2,807,251 40,537,000 13.94%
3 MANNING & NAPIER ADVISORS LLC 1,156,060 16,692,000 5.74%
4 LORD, ABBETT & CO. LLC 685,900 9,904,000 3.41%
5 Granahan Investment Management, LLC 631,631 9,121,000 3.14%
6 Murphy Michael R 611,092 8,824,000 3.03%
7 NEXT CENTURY GROWTH INVESTORS LLC 508,219 7,338,000 2.52%
8 GILDER GAGNON HOWE & CO LLC 505,354 7,297,000 2.51%
9 BlackRock Fund Advisors 478,594 6,911,000 2.38%
10 VANGUARD GROUP INC 455,748 6,581,000 2.26%
11 TIGER GLOBAL MANAGEMENT LLC 350,000 5,054,000 1.74%
12 SRS Investment Management, LLC 347,438 5,017,000 1.73%
13 WALL STREET ASSOCIATES 313,500 4,527,000 1.56%
14 DIKER MANAGEMENT LLC 309,129 4,464,000 1.54%
15 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 234,414 3,385,000 1.16%
16 Pier Capital, LLC 227,690 3,288,000 1.13%
17 CROSSLINK CAPITAL INC 215,700 3,115,000 1.07%
18 Lombard Odier Asset Management (Switzerland) SA 195,000 2,816,000 0.97%
19 FEDERATED HERMES, INC. 190,000 2,744,000 0.94%
20 MILLENNIUM MANAGEMENT LLC 161,930 2,338,000 0.80%
21 STATE STREET CORP 152,409 2,200,000 0.76%
22 BlackRock Institutional Trust Company, N.A. 125,178 1,808,000 0.62%
23 RENAISSANCE TECHNOLOGIES LLC 89,600 1,294,000 0.44%
24 UNITED SERVICES AUTOMOBILE ASSOCIATION 81,469 1,176,000 0.40%
25 NORTHERN TRUST CORP 72,538 1,048,000 0.36%
26 DEUTSCHE BANK AG\ 66,189 954,000 0.33%
27 TURNER INVESTMENTS LLC 65,159 941,000 0.32%
28 BlackRock Investment Management, LLC 63,337 915,000 0.31%
29 A.R.T. Advisors, LLC 57,914 836,000 0.29%
30 Bank of New York Mellon Corp 54,780 791,000 0.27%
31 GEODE CAPITAL MANAGEMENT, LLC 54,591 788,000 0.27%
32 GOLDMAN SACHS GROUP INC 44,817 647,000 0.22%
33 CITADEL ADVISORS LLC 41,545 600,000 0.21%
34 HAMILTON LANE ADVISORS LLC 37,088 536,000 0.18%
35 PRICE T ROWE ASSOCIATES INC /MD/ 33,334 481,000 0.17%
36 Blackstone Inc. 33,333 481,000 0.17%
37 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 33,214 480,000 0.17%
38 TIAA CREF INVESTMENT MANAGEMENT LLC 31,344 453,000 0.16%
39 HARBOURVEST PARTNERS LLC 30,907 446,000 0.15%
40 J.P. Morgan Private Wealth Advisors LLC 30,000 433,000 0.15%
41 PARADIGM ASSET MANAGEMENT CO LLC 28,600 412,984 0.14%
42 PDT Partners, LLC 27,306 394,000 0.14%
43 TEACHERS ADVISORS, LLC 26,065 376,000 0.13%
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 25,168 364,000 0.13%
45 Spark Investment Management LLC 23,300 336,000 0.12%
46 JPMORGAN CHASE & CO 22,939 331,000 0.11%
47 TFS CAPITAL LLC 20,555 297,000 0.10%
48 PARAMETRIC PORTFOLIO ASSOCIATES LLC 19,776 286,000 0.10%
49 TWO SIGMA INVESTMENTS, LP 18,100 261,000 0.09%
50 MORGAN STANLEY 15,279 221,000 0.08%
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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.