What smart money is saying about Grid Dynamics Holdings, Inc.
GDYN
No fund has written a full thesis on Grid Dynamics Holdings, Inc. in our archive, but 2 fund letters report a position in it — most recently RiverPark Next Century Growth Fund in September 2025.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2025 and Q3 2025, 2 fund letters reported a position in Grid Dynamics Holdings, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2025
“five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics”
Grid Dynamics Holdings, Inc. - June 2025
“Detractors • Grid Dynamics, Clearwater Analytics Holdings and Merit Medical Systems were the largest individual detractors from performance. • Grid Dynamics struggled during the period mainly due to the guidance that the company gave in February, which was viewed by analysts as being overly aggressive.”
Grid Dynamics Holdings, Inc.
Read the letters behind these Grid Dynamics Holdings, Inc. positions
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