RGM Capital, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.7T
Holdings
21
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TYLTYLER TECHNOLOGIES INC | 461,203 | $138.4B | 7.91% | |
| 2 | VTYVERINT SYSTEMS INC | 2,417,879 | $133.9B | 7.65% | |
| 3 | NSYNICE LTD | 753,012 | $116.8B | 6.68% | |
| 4 | NUANEURNUANCE COMMUNICATIONS INC | 6,415,884 | $114.4B | 6.54% | |
| 5 | LRCXEURLAM RESEARCH CORP | 356,855 | $104.3B | 5.97% | |
| 6 | NOWSERVICENOW INC | 362,213 | $102.3B | 5.85% | |
| 7 | —CORNERSTONE ONDEMAND INC | 1,691,161 | $99.0B | 5.66% | |
| 8 | RAMPLIVERAMP HOLDINGS INC | 2,018,867 | $97.0B | 5.55% | |
| 9 | MANHMANHATTAN ASSOCIATES INC | 1,176,353 | $93.8B | 5.36% | |
| 10 | CYBRCYBERARK SOFTWARE LTD | 804,519 | $93.8B | 5.36% | |
| 11 | —MEDALLIA INC | 2,732,694 | $85.0B | 4.86% | |
| 12 | —LUMINEX CORP | 3,543,106 | $82.1B | 4.69% | |
| 13 | BOXBOX INC | 4,871,144 | $81.7B | 4.67% | |
| 14 | LPSNUSDLIVEPERSON INC | 2,057,142 | $76.1B | 4.35% | |
| 15 | CLDRCLOUDERA INC | 6,295,308 | $73.2B | 4.19% | |
| 16 | PFPTPROOFPOINT INC | 618,538 | $71.0B | 4.06% | |
| 17 | ENQENTEGRIS INC | 1,371,610 | $68.7B | 3.93% | |
| 18 | AVNSAVANOS MEDICAL INC | 1,521,871 | $51.3B | 2.93% | |
| 19 | SAILEURSAILPOINT TECHNOLOGIES INC | 1,605,883 | $37.9B | 2.17% | |
| 20 | CRNCCERENCE INC | 805,597 | $18.2B | 1.04% | |
| 21 | SCOR1EURCOMSCORE INC | 2,025,866 | $10.0B | 0.57% |