13F HOLDINGS REPORT
RGM Capital, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001323953-23-000011
Total Value
$2.10B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NICE LTD | NCSYF | 778,378 | $178.2M | 8.50% |
| 2 | CYBERARK SOFTWARE LTD | M2682V108 | 1,203,308 | $178.1M | 8.49% |
| 3 | TENABLE HLDGS INC | 88025T102 | 3,567,832 | $169.5M | 8.08% |
| 4 | TYLER TECHNOLOGIES INC | TYL | 442,276 | $156.8M | 7.48% |
| 5 | MANHATTAN ASSOCIATES INC | MANH | 979,618 | $151.7M | 7.23% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 1,807,986 | $148.3M | 7.07% |
| 7 | DYNATRACE INC | DT | 3,466,918 | $146.7M | 6.99% |
| 8 | SERVICENOW INC | NOW | 291,994 | $135.7M | 6.47% |
| 9 | BOX INC | BXCAP | 4,998,881 | $133.9M | 6.39% |
| 10 | PAGERDUTY INC | PD | 3,733,294 | $130.6M | 6.23% |
| 11 | VERINT SYS INC | 92343X100 | 2,734,441 | $101.8M | 4.86% |
| 12 | COSTAR GROUP INC | CSGP | 1,376,254 | $94.8M | 4.52% |
| 13 | PROS HOLDINGS INC | 74346Y103 | 3,146,775 | $86.2M | 4.11% |
| 14 | AVANOS MED INC | AVNS | 2,653,104 | $78.9M | 3.76% |
| 15 | SPLUNK INC | 848637104 | 767,208 | $73.6M | 3.51% |
| 16 | ENVESTNET INC | 29404K106 | 1,113,658 | $65.3M | 3.12% |
| 17 | ENTEGRIS INC | ENTG | 585,829 | $48.0M | 2.29% |
| 18 | VARONIS SYS INC | VRNS | 732,952 | $19.1M | 0.91% |