RGM Capital as of Sept. 30, 2020
Portfolio Holdings for RGM Capital
RGM Capital holds 23 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nuance Communications | 8.1 | $145M | 4.4M | 33.19 | |
| Nice Sponsored Adr (NICE) | 7.9 | $141M | 619k | 227.03 | |
| Proofpoint | 6.9 | $123M | 1.2M | 105.55 | |
| Box Cl A (BOX) | 6.4 | $114M | 6.6M | 17.36 | |
| Verint Systems (VRNT) | 6.4 | $114M | 2.4M | 48.18 | |
| Cornerstone Ondemand | 6.1 | $109M | 3.0M | 36.36 | |
| Cyberark Software SHS (CYBR) | 5.5 | $99M | 953k | 103.42 | |
| Cloudera | 5.3 | $94M | 8.6M | 10.89 | |
| Servicenow (NOW) | 4.9 | $87M | 180k | 485.00 | |
| Sailpoint Technlgies Hldgs I | 4.5 | $80M | 2.0M | 39.57 | |
| Tenable Hldgs (TENB) | 4.4 | $78M | 2.1M | 37.75 | |
| Manhattan Associates (MANH) | 4.4 | $78M | 814k | 95.49 | |
| Liveramp Holdings (RAMP) | 4.2 | $75M | 1.4M | 51.77 | |
| Entegris (ENTG) | 4.0 | $71M | 952k | 74.34 | |
| Halyard Health (AVNS) | 3.8 | $68M | 2.1M | 33.22 | |
| Luminex Corporation | 3.7 | $66M | 2.5M | 26.25 | |
| Tyler Technologies (TYL) | 3.4 | $61M | 174k | 348.56 | |
| RealPage | 3.3 | $59M | 1.0M | 57.64 | |
| PROS Holdings (PRO) | 2.2 | $38M | 1.2M | 31.94 | |
| Pagerduty (PD) | 1.9 | $33M | 1.2M | 27.11 | |
| LivePerson (LPSN) | 1.2 | $22M | 417k | 51.99 | |
| Medallia | 0.8 | $15M | 538k | 27.42 | |
| Cardiovascular Systems | 0.7 | $13M | 328k | 39.35 |
