13F HOLDINGS REPORT
RGM Capital, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001323953-25-000003
Total Value
$2.42B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 4,054,376 | $220.4M | 9.10% |
| 2 | CYBERARK SOFTWARE LTD | M2682V108 | 625,812 | $208.5M | 8.61% |
| 3 | TYLER TECHNOLOGIES INC | TYL | 339,318 | $195.7M | 8.08% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 948,283 | $159.9M | 6.60% |
| 5 | COSTAR GROUP INC | CSGP | 2,205,939 | $157.9M | 6.52% |
| 6 | REVVITY INC | RVTY | 1,320,591 | $147.4M | 6.09% |
| 7 | TENABLE HLDGS INC | 88025T102 | 3,700,017 | $145.7M | 6.02% |
| 8 | ENTEGRIS INC | ENTG | 1,397,249 | $138.4M | 5.72% |
| 9 | NICE LTD | NCSYF | 761,122 | $129.3M | 5.34% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 1,637,363 | $122.7M | 5.07% |
| 11 | BOX INC | BXCAP | 3,431,314 | $108.4M | 4.48% |
| 12 | SERVICENOW INC | NOW | 101,494 | $107.6M | 4.44% |
| 13 | PAGERDUTY INC | PD | 5,015,461 | $91.6M | 3.78% |
| 14 | VEEVA SYS INC | VEEV | 412,259 | $86.7M | 3.58% |
| 15 | ELASTIC N V | ESTC | 866,740 | $85.9M | 3.55% |
| 16 | VARONIS SYS INC | VRNS | 1,860,056 | $82.6M | 3.41% |
| 17 | MANHATTAN ASSOCIATES INC | MANH | 263,654 | $71.2M | 2.94% |
| 18 | VERINT SYS INC | 92343X100 | 2,101,187 | $57.7M | 2.38% |
| 19 | PROS HOLDINGS INC | 74346Y103 | 2,540,752 | $55.8M | 2.30% |
| 20 | AVANOS MED INC | AVNS | 2,986,519 | $47.5M | 1.96% |