Engineers Gate Manager LP Software—Application

Engineers Gate Manager LP

$8.12 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
INTU Intuit Inc	$182B	$1.07 Million 0.01% of portfolio	1,565	Q3 2025 Reduced 95.66%
FSLY Fastly, Inc.	$1.37B	$985,000 0.01% of portfolio	115,206	Q3 2025 Reduced 45.46%
PRCH Porch Group, Inc.	$1.03B	$911,000 0.01% of portfolio	54,240	Q3 2025 New
PRO Pros Holdings, Inc.	$1.05B	$806,000 0.01% of portfolio	35,185	Q3 2025 Reduced 65.7%
DSGX Descartes Systems Group Inc	$7.07B	$741,000 0.01% of portfolio	7,864	Q3 2025 Added 169.87%
INTA Intapp, Inc.	$2.71B	$709,000 0.01% of portfolio	17,353	Q3 2025 Reduced 90.17%
COIN Coinbase Global, Inc.	$40.3B	$702,000 0.01% of portfolio	2,083	Q3 2025 Added 264.16%
BL Blackline, Inc.	$3.26B	$523,000 0.01% of portfolio	9,868	Q3 2025 New
PLUS Eplus Inc	$2.43B	$512,000 0.01% of portfolio	7,221	Q3 2025 New

PAR Par Technology Corp	$1.06B	$479,000 0.01% of portfolio	12,109	Q3 2025 Added 152.27%
VERX Vertex, Inc.	$977M	$479,000 0.01% of portfolio	19,351	Q3 2025 Reduced 58.21%
PRGS Progress Software Corp	$1.81B	$475,000 0.01% of portfolio	10,832	Q3 2025 New
APP App Lovin Corp	$163B	$448,000 0.01% of portfolio	624	Q3 2025 Reduced 99.01%
PAYC Paycom Software, Inc.	$9.97B	$374,000 0.0% of portfolio	1,797	Q3 2025 Reduced 94.51%
ZI Zoom Info Technologies Inc.	$4.09B	$364,000 0.0% of portfolio	35,912	Q3 2025 Reduced 49.24%
ALKT Alkami Technology, Inc.	$1.86B	$356,000 0.0% of portfolio	14,365	Q3 2025 Reduced 71.14%
APPF Appfolio Inc	$5B	$321,000 0.0% of portfolio	1,167	Q3 2025 Reduced 9.11%
QTWO Q2 Holdings, Inc.	$4.15B	$321,000 0.0% of portfolio	4,436	Q3 2025 Reduced 83.19%

AGYS Agilysys Inc	$3.25B	$314,000 0.0% of portfolio	2,990	Q3 2025 Reduced 44.63%
KARO Karooooo Ltd.	$1.39B	$290,000 0.0% of portfolio	5,086	Q3 2025 New
OTEX Open Text Corp	$8.96B	$281,000 0.0% of portfolio	7,539	Q3 2025 Reduced 30.55%
LSPD Lightspeed Commerce Inc.	$1.8B	$268,000 0.0% of portfolio	23,286	Q3 2025 New
WK Workiva Inc	$4.41B	$219,000 0.0% of portfolio	2,548	Q3 2025 Reduced 97.55%
KC Kingsoft Cloud Holdings LTD	$2.74B	$169,000 0.0% of portfolio	11,335	Q3 2025 Reduced 58.63%
VTEX Vtex	$333M	$162,000 0.0% of portfolio	37,201	Q3 2025 New
LAW Cs Disco, Inc.	$403M	$142,000 0.0% of portfolio	22,122	Q3 2025 Added 0.33%
GBTG Global Business Travel Group, Inc.	$409M	$136,000 0.0% of portfolio	16,862	Q3 2025 New
SMRT Smart Rent, Inc.	$285M	$128,000 0.0% of portfolio	90,937	Q3 2025 Added 13.78%
IMMR Immersion Corp	$213M	$114,000 0.0% of portfolio	15,810	Q3 2025 Reduced 3.77%
DSP Viant Technology Inc.	$148M	$90,000 0.0% of portfolio	10,847	Q3 2025 Reduced 55.01%
EB Eventbrite, Inc.	$217M	$78,000 0.0% of portfolio	31,137	Q3 2025 Reduced 80.28%
RUM Rumble Inc.	$1.58B	$78,000 0.0% of portfolio	10,777	Q3 2025 New
MAPS Wm Technology, Inc.	$81M	$48,000 0.0% of portfolio	40,476	Q3 2025 Reduced 11.0%

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