SQN Investors as of Sept. 30, 2019
Portfolio Holdings for SQN Investors
SQN Investors holds 15 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pegasystems (PEGA) | 12.8 | $122M | 1.8M | 68.05 | |
| Wix (WIX) | 10.1 | $96M | 825k | 116.74 | |
| Mimecast | 8.0 | $76M | 2.1M | 35.67 | |
| Rapid7 (RPD) | 7.9 | $75M | 1.7M | 45.39 | |
| Mongodb Inc. Class A (MDB) | 7.5 | $72M | 596k | 120.48 | |
| Twilio Inc cl a (TWLO) | 7.3 | $70M | 635k | 109.96 | |
| Ss&c Technologies Holding (SSNC) | 7.0 | $67M | 1.3M | 51.57 | |
| Nice Systems (NICE) | 6.9 | $66M | 456k | 143.80 | |
| Verint Systems (VRNT) | 5.8 | $56M | 1.3M | 42.78 | |
| Ringcentral (RNG) | 5.8 | $55M | 440k | 125.66 | |
| Pinterest Inc Cl A (PINS) | 5.7 | $55M | 2.1M | 26.45 | |
| Angi Homeservices | 5.5 | $52M | 7.3M | 7.08 | |
| Okta Inc cl a (OKTA) | 3.5 | $33M | 336k | 98.46 | |
| Proofpoint | 3.1 | $29M | 227k | 129.05 | |
| Zuora Inc ordinary shares | 3.0 | $28M | 1.9M | 15.05 |
