RGM Capital, LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$2.3T
Holdings
23
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFPTPROOFPOINT INC | 1,403,755 | $176.6B | 7.73% | |
| 2 | NSYNICE LTD | 786,089 | $171.3B | 7.50% | |
| 3 | BOXBOX INC | 7,019,394 | $161.2B | 7.05% | |
| 4 | NUANEURNUANCE COMMUNICATIONS INC | 3,590,793 | $156.7B | 6.86% | |
| 5 | —CORNERSTONE ONDEMAND INC | 3,010,624 | $131.2B | 5.74% | |
| 6 | CYBRCYBERARK SOFTWARE LTD | 964,373 | $124.7B | 5.46% | |
| 7 | RAMPLIVERAMP HLDGS INC | 2,181,207 | $113.2B | 4.95% | |
| 8 | TENBTENABLE HLDGS INC | 3,059,391 | $110.7B | 4.84% | |
| 9 | CLDRCLOUDERA INC | 8,956,622 | $109.0B | 4.77% | |
| 10 | VTYVERINT SYS INC | 2,309,581 | $105.1B | 4.60% | |
| 11 | ENQENTEGRIS INC | 888,122 | $99.3B | 4.34% | |
| 12 | NOWSERVICENOW INC | 189,203 | $94.6B | 4.14% | |
| 13 | MANHMANHATTAN ASSOCIATES INC | 792,350 | $93.0B | 4.07% | |
| 14 | PROPROS HOLDINGS INC | 2,174,546 | $92.4B | 4.04% | |
| 15 | —LUMINEX CORP DEL | 2,882,906 | $92.0B | 4.02% | |
| 16 | AVNSAVANOS MED INC | 1,921,655 | $84.1B | 3.68% | |
| 17 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 1,468,218 | $74.4B | 3.25% | |
| 18 | GWREGUIDEWIRE SOFTWARE INC | 675,299 | $68.6B | 3.00% | |
| 19 | CGNTCOGNYTE SOFTWARE LTD | 2,318,884 | $64.5B | 2.82% | |
| 20 | CSIIEURCARDIOVASCULAR SYS INC DEL | 1,622,175 | $62.2B | 2.72% | |
| 21 | TYLTYLER TECHNOLOGIES INC | 124,340 | $52.8B | 2.31% | |
| 22 | PDPAGERDUTY INC | 1,044,282 | $42.0B | 1.84% | |
| 23 | —MEDALLIA INC | 213,225 | $5.9B | 0.26% |