RGM Capital, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.5T
Holdings
20
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TYLTYLER TECHNOLOGIES INC | 480,284 | $126.1B | 8.39% | |
| 2 | NSYNICE LTD | 713,732 | $102.6B | 6.83% | |
| 3 | LRCXEURLAM RESEARCH CORP | 442,445 | $102.3B | 6.81% | |
| 4 | —CORNERSTONE ONDEMAND INC | 1,827,422 | $100.2B | 6.67% | |
| 5 | NUANEURNUANCE COMMUNICATIONS INC | 6,076,877 | $99.1B | 6.60% | |
| 6 | VTYVERINT SYSTEMS INC | 2,212,486 | $94.7B | 6.30% | |
| 7 | MANHMANHATTAN ASSOCIATES INC | 1,128,011 | $91.0B | 6.06% | |
| 8 | RAMPLIVERAMP HOLDINGS INC | 1,819,238 | $78.2B | 5.20% | |
| 9 | ENQENTEGRIS INC | 1,602,233 | $75.4B | 5.02% | |
| 10 | —MEDALLIA INC | 2,732,694 | $75.0B | 4.99% | |
| 11 | CYBRCYBERARK SOFTWARE LTD | 748,738 | $74.7B | 4.98% | |
| 12 | BOXBOX INC | 4,367,107 | $72.3B | 4.81% | |
| 13 | NOWSERVICENOW INC | 279,962 | $71.1B | 4.73% | |
| 14 | —LUMINEX CORP | 3,362,563 | $69.4B | 4.62% | |
| 15 | LPSNUSDLIVEPERSON INC | 1,885,218 | $67.3B | 4.48% | |
| 16 | PFPTPROOFPOINT INC | 517,818 | $66.8B | 4.45% | |
| 17 | CLDRCLOUDERA INC | 6,985,437 | $61.9B | 4.12% | |
| 18 | AVNSAVANOS MEDICAL INC | 1,212,686 | $45.4B | 3.02% | |
| 19 | SAILEURSAILPOINT TECHNOLOGIES INC | 1,232,374 | $23.0B | 1.53% | |
| 20 | SCOR1EURCOMSCORE INC | 2,950,988 | $5.6B | 0.38% |