RGM Capital, LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$1.3T
Holdings
21
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 771,875 | $110.8B | 8.71% | |
| 2 | NUANEURNUANCE COMMUNICATIONS INC | 6,445,884 | $108.2B | 8.50% | |
| 3 | —LUMINEX CORP | 3,376,142 | $92.9B | 7.30% | |
| 4 | BOXBOX INC | 6,216,700 | $87.3B | 6.86% | |
| 5 | RAMPLIVERAMP HOLDINGS INC | 2,499,923 | $82.3B | 6.47% | |
| 6 | PFPTPROOFPOINT INC | 791,508 | $81.2B | 6.38% | |
| 7 | VTYVERINT SYSTEMS INC | 1,782,811 | $76.7B | 6.02% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 250,271 | $74.2B | 5.83% | |
| 9 | NOWSERVICENOW INC | 250,893 | $71.9B | 5.65% | |
| 10 | CYBRCYBERARK SOFTWARE LTD | 813,971 | $69.6B | 5.47% | |
| 11 | —CORNERSTONE ONDEMAND INC | 1,893,533 | $60.1B | 4.72% | |
| 12 | CLDRCLOUDERA INC | 7,074,308 | $55.7B | 4.38% | |
| 13 | LPSNUSDLIVEPERSON INC | 2,060,106 | $46.9B | 3.68% | |
| 14 | ENQENTEGRIS INC | 941,610 | $42.2B | 3.31% | |
| 15 | AVNSAVANOS MEDICAL INC | 1,406,965 | $37.9B | 2.98% | |
| 16 | SAILEURSAILPOINT TECHNOLOGIES INC | 2,434,674 | $37.1B | 2.91% | |
| 17 | —MEDALLIA INC | 1,628,621 | $32.6B | 2.56% | |
| 18 | MANHMANHATTAN ASSOCIATES INC | 640,084 | $31.9B | 2.51% | |
| 19 | LRCXEURLAM RESEARCH CORP | 111,855 | $26.8B | 2.11% | |
| 20 | TENBTENABLE HOLDINGS INC | 1,118,319 | $24.4B | 1.92% | |
| 21 | RPREALPAGE INC | 411,871 | $21.8B | 1.71% |