13F HOLDINGS REPORT
RGM Capital, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001323953-23-000008
Total Value
$1.72B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 1,162,387 | $150.7M | 8.78% |
| 2 | NICE LTD | NCSYF | 770,897 | $148.2M | 8.63% |
| 3 | TENABLE HLDGS INC | 88025T102 | 3,532,764 | $134.8M | 7.85% |
| 4 | TYLER TECHNOLOGIES INC | TYL | 392,740 | $126.6M | 7.37% |
| 5 | BOX INC | BXCAP | 3,908,067 | $121.7M | 7.09% |
| 6 | MANHATTAN ASSOCIATES INC | MANH | 993,118 | $120.6M | 7.02% |
| 7 | DYNATRACE INC | DT | 3,012,751 | $115.4M | 6.72% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 1,812,986 | $113.4M | 6.61% |
| 9 | SERVICENOW INC | NOW | 291,794 | $113.3M | 6.60% |
| 10 | PAGERDUTY INC | PD | 3,982,801 | $105.8M | 6.16% |
| 11 | VERINT SYS INC | 92343X100 | 2,734,441 | $99.2M | 5.78% |
| 12 | COSTAR GROUP INC | CSGP | 1,146,048 | $88.6M | 5.16% |
| 13 | AVANOS MED INC | AVNS | 2,653,104 | $71.8M | 4.18% |
| 14 | PROS HOLDINGS INC | 74346Y103 | 2,896,038 | $70.3M | 4.09% |
| 15 | ENVESTNET INC | 29404K106 | 917,450 | $56.6M | 3.30% |
| 16 | ENTEGRIS INC | ENTG | 585,829 | $38.4M | 2.24% |
| 17 | SPLUNK INC | 848637104 | 279,961 | $24.1M | 1.40% |
| 18 | VARONIS SYS INC | VRNS | 732,952 | $17.5M | 1.02% |