RGM Capital, LLC Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$1.1T
Holdings
19
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —CORNERSTONE ONDEMAND INC | 3,025,340 | $118.3B | 10.39% | |
| 2 | VTYVERINT SYSTEMS INC | 2,407,843 | $102.6B | 9.00% | |
| 3 | LRCXEURLAM RESEARCH CORP | 445,362 | $90.5B | 7.94% | |
| 4 | —ACXIOM CORP | 3,684,974 | $83.7B | 7.35% | |
| 5 | TYLTYLER TECHNOLOGIES INC | 371,999 | $78.5B | 6.89% | |
| 6 | —MONOTYPE IMAGING HOLDINGS IN | 3,454,439 | $77.6B | 6.81% | |
| 7 | —IMPERVA INC | 1,763,167 | $76.3B | 6.70% | |
| 8 | SCOR1EURCOMSCORE INC | 3,088,537 | $74.3B | 6.53% | |
| 9 | MANHMANHATTAN ASSOCIATES INC | 1,719,040 | $72.0B | 6.32% | |
| 10 | —LUMINEX CORP | 3,172,257 | $66.8B | 5.87% | |
| 11 | LPSNUSDLIVEPERSON INC | 3,881,056 | $63.5B | 5.57% | |
| 12 | ENQENTEGRIS INC | 1,764,320 | $61.4B | 5.39% | |
| 13 | CYBRCYBERARK SOFTWARE LTD | 974,688 | $49.7B | 4.37% | |
| 14 | —COTIVITI HOLDINGS INC | 1,010,844 | $34.8B | 3.06% | |
| 15 | —SERVICESOURCE INTERNATIONAL | 6,805,167 | $25.9B | 2.28% | |
| 16 | FTNTFORTINET INC | 417,227 | $22.4B | 1.96% | |
| 17 | VSMEURVERSUM MATERIALS INC | 531,614 | $20.0B | 1.76% | |
| 18 | BLBLACKLINE INC | 502,988 | $19.7B | 1.73% | |
| 19 | —ELLIE MAE INC | 12,504 | $1.1B | 0.10% |