RGM Capital, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$2.3T
Holdings
22
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFPTPROOFPOINT INC | 1,359,807 | $185.5B | 8.09% | |
| 2 | NSYNICE LTD | 587,367 | $166.5B | 7.26% | |
| 3 | NUANEURNUANCE COMMUNICATIONS INC | 3,561,904 | $157.0B | 6.85% | |
| 4 | VTYVERINT SYS INC | 2,314,381 | $155.5B | 6.78% | |
| 5 | RPREALPAGE INC | 1,551,287 | $135.3B | 5.90% | |
| 6 | BOXBOX INC | 7,479,659 | $135.0B | 5.89% | |
| 7 | CYBRCYBERARK SOFTWARE LTD | 827,934 | $133.8B | 5.84% | |
| 8 | CLDRCLOUDERA INC | 9,491,552 | $132.0B | 5.76% | |
| 9 | —CORNERSTONE ONDEMAND INC | 2,981,117 | $131.3B | 5.73% | |
| 10 | TENBTENABLE HLDGS INC | 1,992,177 | $104.1B | 4.54% | |
| 11 | RAMPLIVERAMP HLDGS INC | 1,418,657 | $103.8B | 4.53% | |
| 12 | AVNSAVANOS MED INC | 1,984,455 | $91.0B | 3.97% | |
| 13 | PROPROS HOLDINGS INC | 1,777,323 | $90.2B | 3.94% | |
| 14 | NOWSERVICENOW INC | 157,903 | $86.9B | 3.79% | |
| 15 | ENQENTEGRIS INC | 891,722 | $85.7B | 3.74% | |
| 16 | MANHMANHATTAN ASSOCS INC | 795,350 | $83.7B | 3.65% | |
| 17 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 1,471,618 | $78.3B | 3.42% | |
| 18 | —LUMINEX CORP DEL | 2,703,199 | $62.5B | 2.73% | |
| 19 | TYLTYLER TECHNOLOGIES INC | 124,340 | $54.3B | 2.37% | |
| 20 | PDPAGERDUTY INC | 1,293,289 | $53.9B | 2.35% | |
| 21 | CSIIEURCARDIOVASCULAR SYS INC DEL | 1,173,698 | $51.4B | 2.24% | |
| 22 | —MEDALLIA INC | 438,222 | $14.6B | 0.64% |