SQN Investors as of March 31, 2020
Portfolio Holdings for SQN Investors
SQN Investors holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ringcentral (RNG) | 12.1 | $120M | 566k | 211.91 | |
| Mongodb Inc. Class A (MDB) | 11.5 | $114M | 835k | 136.54 | |
| Pegasystems (PEGA) | 8.8 | $87M | 1.2M | 71.23 | |
| Okta Inc cl a (OKTA) | 8.5 | $84M | 689k | 122.26 | |
| Nice Systems (NICE) | 8.4 | $83M | 581k | 143.56 | |
| Zendesk | 6.1 | $61M | 951k | 64.01 | |
| Twilio Inc cl a (TWLO) | 6.0 | $60M | 668k | 89.49 | |
| Wix (WIX) | 5.0 | $49M | 487k | 100.82 | |
| Rapid7 (RPD) | 4.8 | $48M | 1.1M | 43.33 | |
| Change Healthcare | 4.3 | $43M | 4.3M | 9.99 | |
| Five9 (FIVN) | 4.0 | $40M | 519k | 76.46 | |
| Servicenow (NOW) | 4.0 | $40M | 138k | 286.58 | |
| Ss&c Technologies Holding (SSNC) | 3.8 | $38M | 862k | 43.82 | |
| Pinterest Inc Cl A (PINS) | 3.7 | $36M | 2.4M | 15.44 | |
| Avalara | 3.7 | $36M | 488k | 74.60 | |
| Mimecast | 2.7 | $26M | 746k | 35.30 | |
| Zuora Inc ordinary shares | 2.6 | $26M | 3.2M | 8.05 |
