RGM Capital as of Sept. 30, 2018
Portfolio Holdings for RGM Capital
RGM Capital holds 20 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verint Systems (VRNT) | 9.5 | $120M | 2.4M | 50.10 | |
| Cornerstone Ondemand | 8.5 | $107M | 1.9M | 56.75 | |
| Manhattan Associates (MANH) | 7.6 | $96M | 1.8M | 54.60 | |
| Imperva | 7.3 | $92M | 2.0M | 46.45 | |
| Lam Research Corporation (LRCX) | 6.5 | $82M | 543k | 151.70 | |
| Tyler Technologies (TYL) | 6.2 | $79M | 320k | 245.06 | |
| Cyberark Software (CYBR) | 6.0 | $75M | 940k | 79.84 | |
| Monotype Imaging Holdings | 5.7 | $71M | 3.5M | 20.20 | |
| Comscore | 5.4 | $68M | 3.7M | 18.23 | |
| Nuance Communications | 5.4 | $67M | 3.9M | 17.32 | |
| Acxiom Corporation | 4.3 | $55M | 1.1M | 49.41 | |
| Luminex Corporation | 4.2 | $53M | 1.7M | 30.31 | |
| Entegris (ENTG) | 4.0 | $50M | 1.7M | 28.95 | |
| Hortonworks | 3.9 | $50M | 2.2M | 22.81 | |
| Servicenow (NOW) | 3.7 | $47M | 240k | 195.63 | |
| LivePerson (LPSN) | 3.2 | $40M | 1.5M | 25.95 | |
| Fortinet (FTNT) | 3.0 | $38M | 415k | 92.27 | |
| Ellie Mae | 2.5 | $31M | 327k | 94.77 | |
| Servicesource | 1.5 | $19M | 6.7M | 2.85 | |
| Versum Matls | 1.5 | $19M | 535k | 36.01 |
