RGM Capital, LLC Q2 2018 Filing
Filed August 13, 2018
Portfolio Value
$1.1T
Holdings
21
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTYVERINT SYSTEMS INC | 2,419,459 | $107.3B | 9.67% | |
| 2 | —CORNERSTONE ONDEMAND INC | 1,912,634 | $90.7B | 8.18% | |
| 3 | —IMPERVA INC | 1,777,212 | $85.8B | 7.73% | |
| 4 | MANHMANHATTAN ASSOCIATES INC | 1,760,380 | $82.8B | 7.46% | |
| 5 | SCOR1EURCOMSCORE INC | 3,451,187 | $75.2B | 6.78% | |
| 6 | TYLTYLER TECHNOLOGIES INC | 324,882 | $72.2B | 6.51% | |
| 7 | —MONOTYPE IMAGING HOLDINGS IN | 3,533,838 | $71.7B | 6.47% | |
| 8 | —ACXIOM CORP | 2,177,457 | $65.2B | 5.88% | |
| 9 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 963,721 | $60.7B | 5.47% | |
| 10 | ENQENTEGRIS INC | 1,687,230 | $57.2B | 5.16% | |
| 11 | LRCXEURLAM RESEARCH CORP | 302,862 | $52.4B | 4.72% | |
| 12 | —LUMINEX CORP | 1,731,719 | $51.1B | 4.61% | |
| 13 | LPSNUSDLIVEPERSON INC | 2,025,383 | $42.7B | 3.85% | |
| 14 | NUANEURNUANCE COMMUNICATIONS INC | 3,042,919 | $42.3B | 3.81% | |
| 15 | FTNTFORTINET INC | 421,177 | $26.3B | 2.37% | |
| 16 | —ELLIE MAE INC | 231,512 | $24.0B | 2.17% | |
| 17 | —SERVICESOURCE INTERNATIONAL | 6,084,372 | $24.0B | 2.16% | |
| 18 | —HORTONWORKS INC | 1,222,459 | $22.3B | 2.01% | |
| 19 | BLBLACKLINE INC | 507,988 | $22.1B | 1.99% | |
| 20 | VSMEURVERSUM MATERIALS INC | 534,914 | $19.9B | 1.79% | |
| 21 | —COTIVITI HOLDINGS INC | 306,070 | $13.5B | 1.22% |