RGM Capital, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.1T
Holdings
18
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ACXIOM CORP | 4,490,430 | $123.8B | 11.51% | |
| 2 | —CORNERSTONE ONDEMAND INC | 3,109,936 | $109.9B | 10.22% | |
| 3 | —MONOTYPE IMAGING HOLDINGS INC | 3,493,739 | $84.2B | 7.83% | |
| 4 | VTYVERINT SYSTEMS INC | 1,954,668 | $81.8B | 7.61% | |
| 5 | LRCXEURLAM RESEARCH CORP | 426,962 | $78.6B | 7.31% | |
| 6 | MANHMANHATTAN ASSOCIATES INC | 1,483,405 | $73.5B | 6.84% | |
| 7 | SCOR1EURCOMSCORE INC | 2,556,937 | $72.9B | 6.78% | |
| 8 | —CALLIDUS SOFTWARE INC | 2,386,931 | $68.4B | 6.36% | |
| 9 | TYLTYLER TECHNOLOGIES INC | 375,349 | $66.5B | 6.18% | |
| 10 | ENQENTEGRIS INC | 1,871,020 | $57.0B | 5.30% | |
| 11 | —LUMINEX CORP | 2,878,759 | $56.7B | 5.28% | |
| 12 | —IMPERVA INC | 1,286,507 | $51.1B | 4.75% | |
| 13 | LPSNUSDLIVEPERSON INC | 3,339,823 | $38.4B | 3.57% | |
| 14 | CYBRCYBERARK SOFTWARE LTD | 833,359 | $34.5B | 3.21% | |
| 15 | HLITHARMONIC INC | 5,767,037 | $24.2B | 2.25% | |
| 16 | —SERVICESOURCE INTERNATIONAL | 7,542,518 | $23.3B | 2.17% | |
| 17 | VSMEURVERSUM MATERIALS INC | 531,614 | $20.1B | 1.87% | |
| 18 | MODNEURMODEL N INC | 655,683 | $10.3B | 0.96% |