RGM Capital, LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.4T
Holdings
19
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MANHMANHATTAN ASSOCIATES INC | 1,840,540 | $127.6B | 9.21% | |
| 2 | VTYVERINT SYSTEMS INC | 2,161,657 | $116.3B | 8.39% | |
| 3 | —CORNERSTONE ONDEMAND INC | 1,882,637 | $109.1B | 7.87% | |
| 4 | TYLTYLER TECHNOLOGIES INC | 477,384 | $103.1B | 7.44% | |
| 5 | NUANEURNUANCE COMMUNICATIONS INC | 6,016,877 | $96.1B | 6.93% | |
| 6 | LRCXEURLAM RESEARCH CORP | 511,384 | $96.1B | 6.93% | |
| 7 | NSYNICE LTD | 692,640 | $94.9B | 6.85% | |
| 8 | NOWSERVICENOW INC | 310,291 | $85.2B | 6.15% | |
| 9 | CYBRCYBERARK SOFTWARE LTD | 590,410 | $75.5B | 5.44% | |
| 10 | —LUMINEX CORP | 3,060,317 | $63.2B | 4.56% | |
| 11 | ENQENTEGRIS INC | 1,655,233 | $61.8B | 4.46% | |
| 12 | PFPTPROOFPOINT INC | 494,868 | $59.5B | 4.29% | |
| 13 | LPSNUSDLIVEPERSON INC | 2,063,459 | $57.9B | 4.17% | |
| 14 | RAMPLIVERAMP HOLDINGS INC | 1,185,109 | $57.5B | 4.14% | |
| 15 | —MONOTYPE IMAGING HOLDINGS INC | 2,841,090 | $47.8B | 3.45% | |
| 16 | BOXBOX INC | 2,670,979 | $47.0B | 3.39% | |
| 17 | AVNSAVANOS MEDICAL INC | 751,523 | $32.8B | 2.36% | |
| 18 | CLDRCLOUDERA INC | 6,159,206 | $32.4B | 2.34% | |
| 19 | SCOR1EURCOMSCORE INC | 4,384,873 | $22.6B | 1.63% |