SQN Investors as of March 31, 2019
Portfolio Holdings for SQN Investors
SQN Investors holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pegasystems (PEGA) | 11.4 | $123M | 1.9M | 65.00 | |
| Wix (WIX) | 9.9 | $107M | 881k | 120.83 | |
| Yelp Inc cl a (YELP) | 9.5 | $102M | 3.0M | 34.50 | |
| Godaddy Inc cl a (GDDY) | 7.1 | $76M | 1.0M | 75.19 | |
| Angi Homeservices (ANGI) | 7.0 | $75M | 4.9M | 15.44 | |
| Pivotal Software Inc ordinary shares | 6.6 | $71M | 3.4M | 20.85 | |
| Box Inc cl a (BOX) | 6.4 | $69M | 3.6M | 19.31 | |
| Stamps | 6.2 | $67M | 818k | 81.41 | |
| Rapid7 (RPD) | 5.8 | $63M | 1.2M | 50.61 | |
| Mongodb Inc. Class A (MDB) | 5.7 | $62M | 420k | 147.02 | |
| Mimecast | 4.5 | $48M | 1.0M | 47.35 | |
| IAC/InterActive | 4.4 | $47M | 224k | 210.11 | |
| Verint Systems (VRNT) | 4.3 | $46M | 765k | 59.86 | |
| Spotify Technology Sa (SPOT) | 3.5 | $37M | 267k | 138.80 | |
| Adt (ADT) | 3.4 | $36M | 5.7M | 6.39 | |
| PROS Holdings (PRO) | 2.4 | $26M | 617k | 42.24 | |
| Proofpoint | 1.9 | $21M | 172k | 121.43 | |
| Zuora Inc ordinary shares (ZUO) | 0.1 | $1.3M | 66k | 20.02 |
