SQN Investors as of June 30, 2018
Portfolio Holdings for SQN Investors
SQN Investors holds 17 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shutterfly | 11.9 | $121M | 1.3M | 90.03 | |
| Pegasystems (PEGA) | 10.9 | $111M | 2.0M | 54.80 | |
| Apptio Inc cl a | 9.7 | $99M | 2.7M | 36.20 | |
| Yelp Inc cl a (YELP) | 8.3 | $85M | 2.2M | 39.18 | |
| Godaddy Inc cl a (GDDY) | 7.9 | $80M | 1.1M | 70.60 | |
| Stamps | 7.2 | $73M | 290k | 253.05 | |
| Box Inc cl a (BOX) | 6.3 | $64M | 2.6M | 24.99 | |
| Wix (WIX) | 5.9 | $60M | 600k | 100.30 | |
| Mindbody | 5.3 | $54M | 1.4M | 38.60 | |
| Model N (MODN) | 5.0 | $51M | 2.7M | 18.60 | |
| Adt (ADT) | 5.0 | $51M | 5.8M | 8.65 | |
| Electronics For Imaging | 4.2 | $43M | 1.3M | 32.56 | |
| Cloudera | 3.8 | $39M | 2.8M | 13.64 | |
| Angi Homeservices | 3.8 | $39M | 2.5M | 15.38 | |
| Instructure | 3.7 | $38M | 894k | 42.55 | |
| Talend S A ads | 0.9 | $9.7M | 155k | 62.28 | |
| Pivotal Software Inc ordinary shares | 0.1 | $1.5M | 60k | 24.28 |
