Engineers Gate Manager LP Software—Application

Engineers Gate Manager LP

$7.46 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JAMF Jamf Holding Corp.	$1.55B	$1.18 Million 0.02% of portfolio	123,614	Q2 2025 Added 1.27%
CWAN Clearwater Analytics Holdings, Inc.	$1B	$1.17 Million 0.02% of portfolio	53,444	Q2 2025 Reduced 83.04%
DDOG Datadog, Inc.	$45.8B	$1.04 Million 0.01% of portfolio	7,719	Q2 2025 Reduced 74.05%
SPNS Sapiens International Corp N V	$2.38B	$1.03 Million 0.01% of portfolio	35,194	Q2 2025 Added 228.36%
BLKB Blackbaud Inc	$3.29B	$992,000 0.01% of portfolio	15,454	Q2 2025 New
BILL Bill.Com Holdings, Inc.	$4.98B	$973,000 0.01% of portfolio	21,051	Q2 2025 New
GRAB Grab Holdings LTD	$21.5B	$883,000 0.01% of portfolio	175,593	Q2 2025 Added 64.22%
ZI Zoom Info Technologies Inc.	$4.09B	$718,000 0.01% of portfolio	70,744	Q2 2025 Reduced 86.45%
PCOR Procore Technologies, Inc.	$9.67B	$704,000 0.01% of portfolio	10,300	Q2 2025 Reduced 27.03%
BMBL Bumble Inc.	$630M	$639,000 0.01% of portfolio	96,968	Q2 2025 Reduced 79.53%
CRNC Cerence Inc.	$379M	$635,000 0.01% of portfolio	62,241	Q2 2025 Reduced 62.08%
AGYS Agilysys Inc	$3.06B	$619,000 0.01% of portfolio	5,400	Q2 2025 Reduced 21.99%
YOU Clear Secure, Inc.	$2.54B	$517,000 0.01% of portfolio	18,656	Q2 2025 Reduced 87.33%
DJCO Daily Journal Corp	$557M	$439,000 0.01% of portfolio	1,041	Q2 2025 New
EB Eventbrite, Inc.	$181M	$415,000 0.01% of portfolio	157,867	Q2 2025 Reduced 8.99%
PUBM Pub Matic, Inc.	$336M	$376,000 0.01% of portfolio	30,254	Q2 2025 Reduced 49.5%
KC Kingsoft Cloud Holdings LTD	$2.93B	$343,000 0.0% of portfolio	27,400	Q2 2025 Reduced 59.45%
PAR Par Technology Corp	$917M	$332,000 0.0% of portfolio	4,800	Q2 2025 Reduced 2.04%
CXM Sprinklr, Inc.	$853M	$321,000 0.0% of portfolio	38,009	Q2 2025 Reduced 88.24%
DSP Viant Technology Inc.	$120M	$318,000 0.0% of portfolio	24,109	Q2 2025 Reduced 27.21%
OTEX Open Text Corp	$9.9B	$316,000 0.0% of portfolio	10,856	Q2 2025 New
BIGC Big Commerce Holdings, Inc.	$337M	$306,000 0.0% of portfolio	61,365	Q2 2025 Reduced 51.43%
NCNO N Cino, Inc.	$2.82B	$304,000 0.0% of portfolio	10,880	Q2 2025 Reduced 24.96%
DSGX Descartes Systems Group Inc	$7.19B	$296,000 0.0% of portfolio	2,914	Q4 2024 New
APPF Appfolio Inc	$5.26B	$295,000 0.0% of portfolio	1,284	Q2 2025 Reduced 77.21%
MITK Mitek Systems Inc	$407M	$261,000 0.0% of portfolio	26,423	Q2 2025 New
CDAY Ceridian Hcm Holding Inc.	$9.88B	$258,000 0.0% of portfolio	4,000	Q2 2025 Reduced 84.98%
DV Double Verify Holdings, Inc.	$1.83B	$253,000 0.0% of portfolio	16,926	Q2 2025 Reduced 77.66%
MLNK Meridian Link, Inc.	$1.62B	$232,000 0.0% of portfolio	14,323	Q2 2025 Reduced 10.74%
COIN Coinbase Global, Inc.	$43.6B	$200,000 0.0% of portfolio	572	Q2 2025 Reduced 97.7%
ALIT Alight, Inc.	$1.26B	$141,000 0.0% of portfolio	25,010	Q2 2025 Reduced 90.54%
IMMR Immersion Corp	$216M	$129,000 0.0% of portfolio	16,430	Q2 2025 New
LAW Cs Disco, Inc.	$352M	$96,000 0.0% of portfolio	22,049	Q2 2025 New
RSKD Riskified Ltd.	$435M	$89,000 0.0% of portfolio	17,925	Q2 2025 New
SMRT Smart Rent, Inc.	$267M	$79,000 0.0% of portfolio	79,923	Q2 2025 Added 43.56%
MAPS Wm Technology, Inc.	$88.1M	$40,000 0.0% of portfolio	45,479	Q2 2025 Reduced 0.21%

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