RGM Capital, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.5T
Holdings
19
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTYVERINT SYSTEMS INC | 2,370,023 | $141.9B | 9.63% | |
| 2 | LRCXEURLAM RESEARCH CORP | 650,784 | $116.5B | 7.91% | |
| 3 | MANHMANHATTAN ASSOCIATES INC | 2,006,681 | $110.6B | 7.51% | |
| 4 | NOWSERVICENOW INC | 404,089 | $99.6B | 6.76% | |
| 5 | —CORNERSTONE ONDEMAND INC | 1,780,864 | $97.6B | 6.62% | |
| 6 | NUANEURNUANCE COMMUNICATIONS INC | 5,710,177 | $96.7B | 6.56% | |
| 7 | TYLTYLER TECHNOLOGIES INC | 426,909 | $87.3B | 5.92% | |
| 8 | NSYNICE LTD | 709,440 | $86.9B | 5.90% | |
| 9 | CYBRCYBERARK SOFTWARE LTD | 724,326 | $86.2B | 5.85% | |
| 10 | SCOR1EURCOMSCORE INC | 4,141,373 | $83.9B | 5.69% | |
| 11 | —MONOTYPE IMAGING HOLDINGS INC | 3,543,863 | $70.5B | 4.78% | |
| 12 | LPSNUSDLIVEPERSON INC | 2,333,131 | $67.7B | 4.60% | |
| 13 | ENQENTEGRIS INC | 1,840,943 | $65.7B | 4.46% | |
| 14 | CLDRCLOUDERA INC | 5,740,465 | $62.8B | 4.26% | |
| 15 | PFPTPROOFPOINT INC | 487,541 | $59.2B | 4.02% | |
| 16 | —LUMINEX CORP | 2,555,277 | $58.8B | 3.99% | |
| 17 | RAMPLIVERAMP HOLDINGS INC | 972,003 | $53.0B | 3.60% | |
| 18 | BOXBOX INC | 1,377,522 | $26.6B | 1.81% | |
| 19 | AVNSAVANOS MEDICAL INC | 42,717 | $1.8B | 0.12% |