RGM Capital, LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$2.2T
Holdings
20
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 873,089 | $216.1B | 10.00% | |
| 2 | —CORNERSTONE ONDEMAND INC | 3,227,292 | $166.5B | 7.70% | |
| 3 | CYBRCYBERARK SOFTWARE LTD | 1,137,869 | $148.2B | 6.86% | |
| 4 | NOWSERVICENOW INC | 258,772 | $142.2B | 6.58% | |
| 5 | TENBTENABLE HLDGS INC | 3,316,152 | $137.1B | 6.35% | |
| 6 | RAMPLIVERAMP HLDGS INC | 2,914,040 | $136.5B | 6.32% | |
| 7 | BOXBOX INC | 4,836,727 | $123.6B | 5.72% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 1,067,427 | $120.3B | 5.57% | |
| 9 | MANHMANHATTAN ASSOCIATES INC | 792,350 | $114.8B | 5.31% | |
| 10 | VTYVERINT SYS INC | 2,540,540 | $114.5B | 5.30% | |
| 11 | PROPROS HOLDINGS INC | 2,498,953 | $113.9B | 5.27% | |
| 12 | ENQENTEGRIS INC | 888,122 | $109.2B | 5.05% | |
| 13 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 1,814,174 | $92.7B | 4.29% | |
| 14 | TYLTYLER TECHNOLOGIES INC | 192,448 | $87.1B | 4.03% | |
| 15 | CSIIEURCARDIOVASCULAR SYS INC DEL | 1,953,177 | $83.3B | 3.85% | |
| 16 | AVNSAVANOS MED INC | 2,157,612 | $78.5B | 3.63% | |
| 17 | CGNTCOGNYTE SOFTWARE LTD | 2,992,848 | $73.3B | 3.39% | |
| 18 | PDPAGERDUTY INC | 1,456,760 | $62.0B | 2.87% | |
| 19 | —MIMECAST LTD | 666,947 | $35.4B | 1.64% | |
| 20 | —MEDALLIA INC | 178,225 | $6.0B | 0.28% |