These Three Companies Have The Backing Of Small-Cap Expert Mariko Gordon

Gordon increased her equity stake in Electronics for Imaging Inc. (NASDAQ:EFII) to 2.12 million shares, an increase of 538,849 shares during the quarter, with the stake valued at $88.68 million as of March 31. Despite the fact that the shares of this company have only increased by 1% year-to-date, the stock has been on a long-lasting uptrend for quite some time. It’s been a while since Electronics for Imaging posted its first quarter financial results, however, it seems that the market is still pricing in the better-than-expected performance. The leader in customer-focused digital printing innovation managed to deliver record first quarter revenue of $194.6 million, marking an increase of 3% year-over-year, despite the continuous impact of the strong U.S. dollar. The largest shareholder in Electronics for Imaging Inc. (NASDAQ:EFII) in our database is Eric Bannasch’s Cadian Capital, which owns 2.41 million shares worth $100.63 million.

At the end of the first quarter, Daruma Capital Management held 4.72 million shares of Acxiom Corporation (NASDAQ:ACXM) worth $87.23 million, having sold off 151,227 shares during the first quarter. Acxiom has also struggled in 2015, down by almost 11% since the beginning of the year, but it is evident that the stock has been riding a strong uptrend lately. Only a few days ago, the company announced the re-launch of its Acxiom Impact email and cross-channel marketing platform. This platform is part of the company’s development strategy, therefore, the future performance of Acxiom strongly relies on the newly-released platform. Also, the company has freshly won 11 “Best of Industry” 2015 Internet Advertising Competition Awards and has been named the Outstanding Advertising Developer for the fourth consecutive year, which clearly indicates that the company doesn’t lack innovative minds in its organization that should ensure continued excellence. Ken Griffin’s Citadel Investment Group is among the largest equity holders of Acxiom Corporation (NASDAQ:ACXM), owning 3.01 million shares valued at $55.60 million.

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