RGM Capital, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$1.3T
Holdings
20
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTYVERINT SYSTEMS INC | 2,384,990 | $119.5B | 9.50% | |
| 2 | —CORNERSTONE ONDEMAND INC | 1,886,498 | $107.1B | 8.51% | |
| 3 | MANHMANHATTAN ASSOCIATES INC | 1,758,208 | $96.0B | 7.63% | |
| 4 | —IMPERVA INC | 1,980,293 | $92.0B | 7.31% | |
| 5 | LRCXEURLAM RESEARCH CORP | 543,434 | $82.4B | 6.55% | |
| 6 | TYLTYLER TECHNOLOGIES INC | 320,377 | $78.5B | 6.24% | |
| 7 | CYBRCYBERARK SOFTWARE LTD/ISRAEL | 939,869 | $75.0B | 5.96% | |
| 8 | —MONOTYPE IMAGING HOLDINGS IN | 3,528,810 | $71.3B | 5.67% | |
| 9 | SCOR1EURCOMSCORE INC | 3,710,459 | $67.6B | 5.38% | |
| 10 | NUANEURNUANCE COMMUNICATIONS INC | 3,890,820 | $67.4B | 5.36% | |
| 11 | —ACXIOM CORP | 1,105,845 | $54.6B | 4.34% | |
| 12 | —LUMINEX CORP | 1,731,819 | $52.5B | 4.17% | |
| 13 | ENQENTEGRIS INC | 1,734,651 | $50.2B | 3.99% | |
| 14 | —HORTONWORKS INC | 2,171,836 | $49.5B | 3.94% | |
| 15 | NOWSERVICENOW INC | 239,579 | $46.9B | 3.73% | |
| 16 | LPSNUSDLIVEPERSON INC | 1,533,577 | $39.8B | 3.16% | |
| 17 | FTNTFORTINET INC | 415,077 | $38.3B | 3.04% | |
| 18 | —ELLIE MAE INC | 326,876 | $31.0B | 2.46% | |
| 19 | VSMEURVERSUM MATERIALS INC | 534,914 | $19.3B | 1.53% | |
| 20 | —SERVICESOURCE INTERNATIONAL | 6,747,872 | $19.2B | 1.53% |