Cowbird Capital Lp Buys Yext Inc, Twilio Inc, IQVIA Holdings Inc, Sells SendGrid Inc, Pivotal Software Inc, At Home Group Inc

• New Purchases: YEXT, TWLO, PEGA,
• Added Positions: IQV, FTDR, EGHT, ULTI, TLND,
• Reduced Positions: ETSY,
• Sold Out: SEND, PVTL, HOME, EVBG,

For the details of COWBIRD CAPITAL LP's stock buys and sells, go to https://www.gurufocus.com/guru/cowbird+capital+lp/current-portfolio/portfolio

1. Frontdoor Inc (FTDR) - 446,600 shares, 14.74% of the total portfolio. Shares added by 13.72%
2. IQVIA Holdings Inc (IQV) - 98,235 shares, 13.55% of the total portfolio. Shares added by 55.26%
3. Talend SA (TLND) - 225,068 shares, 10.91% of the total portfolio. Shares added by 2.35%
4. Etsy Inc (ETSY) - 169,076 shares, 10.89% of the total portfolio. Shares reduced by 24.49%
5. Yext Inc (YEXT) - 506,877 shares, 10.62% of the total portfolio. New Position

Cowbird Capital Lp initiated holding in Yext Inc. The purchase prices were between $14.03 and $23.06, with an estimated average price of $18.04. The stock is now traded at around $22.08. The impact to a portfolio due to this purchase was 10.62%. The holding were 506,877 shares as of .

Cowbird Capital Lp initiated holding in Twilio Inc. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $130.87. The impact to a portfolio due to this purchase was 7.54%. The holding were 60,911 shares as of .

Cowbird Capital Lp initiated holding in Pegasystems Inc. The purchase prices were between $46.73 and $66.32, with an estimated average price of $58.71. The stock is now traded at around $75.17. The impact to a portfolio due to this purchase was 4.28%. The holding were 68,615 shares as of .

Cowbird Capital Lp added to a holding in IQVIA Holdings Inc by 55.26%. The purchase prices were between $109.96 and $144.45, with an estimated average price of $133.07. The stock is now traded at around $138.82. The impact to a portfolio due to this purchase was 4.82%. The holding were 98,235 shares as of .

Cowbird Capital Lp added to a holding in 8x8 Inc by 20.48%. The purchase prices were between $17.49 and $20.86, with an estimated average price of $19.53. The stock is now traded at around $24.21. The impact to a portfolio due to this purchase was 1.43%. The holding were 434,244 shares as of .

Cowbird Capital Lp sold out a holding in SendGrid Inc. The sale prices were between $39.19 and $54.08, with an estimated average price of $47.57.

Cowbird Capital Lp sold out a holding in Pivotal Software Inc. The sale prices were between $16.32 and $23.65, with an estimated average price of $19.48.

Cowbird Capital Lp sold out a holding in At Home Group Inc. The sale prices were between $17.83 and $24.5, with an estimated average price of $22.12.

Cowbird Capital Lp sold out a holding in Everbridge Inc. The sale prices were between $52.92 and $76.03, with an estimated average price of $65.04.