The company's shares have been on a tear over the last 18 months, more than doubling since June of 2012, and rising 65 percent since this time last year.
It was a busy year at the company, whose Enterprise Resource Management software helps companies run their operations.
—By Arik Hesseldahl, recode.net.
CNBC's parent NBC Universal is an investor in re/code's parent Revere Digital, and the companies have a content-sharing arrangement.