RGM Capital, LLC Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$2.4T
Holdings
21
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 667,998 | $202.8B | 8.44% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 1,120,436 | $194.1B | 8.08% | |
| 3 | TENBTENABLE HLDGS INC | 3,361,900 | $185.1B | 7.70% | |
| 4 | VTYVERINT SYS INC | 3,161,711 | $166.0B | 6.91% | |
| 5 | NOWSERVICENOW INC | 212,359 | $137.8B | 5.73% | |
| 6 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 2,707,781 | $130.9B | 5.45% | |
| 7 | ZEN1EURZENDESK INC | 1,246,812 | $130.0B | 5.41% | |
| 8 | BOXBOX INC | 4,945,962 | $129.5B | 5.39% | |
| 9 | GWREGUIDEWIRE SOFTWARE INC | 1,112,027 | $126.2B | 5.25% | |
| 10 | RAMPLIVERAMP HLDGS INC | 2,571,342 | $123.3B | 5.13% | |
| 11 | MANHMANHATTAN ASSOCIATES INC | 740,151 | $115.1B | 4.79% | |
| 12 | PROPROS HOLDINGS INC | 3,215,561 | $110.9B | 4.61% | |
| 13 | TYLTYLER TECHNOLOGIES INC | 205,448 | $110.5B | 4.60% | |
| 14 | —MANDIANT INC | 5,947,068 | $104.3B | 4.34% | |
| 15 | PDPAGERDUTY INC | 2,999,784 | $104.2B | 4.34% | |
| 16 | AVNSAVANOS MED INC | 2,930,872 | $101.6B | 4.23% | |
| 17 | ENQENTEGRIS INC | 649,061 | $89.9B | 3.74% | |
| 18 | —BOTTOMLINE TECH DEL INC | 1,001,199 | $56.5B | 2.35% | |
| 19 | —MIMECAST LTD | 578,441 | $46.0B | 1.91% | |
| 20 | CGNTCOGNYTE SOFTWARE LTD | 2,297,506 | $36.0B | 1.50% | |
| 21 | CSIIEURCARDIOVASCULAR SYS INC DEL | 136,338 | $2.6B | 0.11% |