13F HOLDINGS REPORT
RGM Capital, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001323953-25-000010
Total Value
$2.41B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 4,046,101 | $190.8M | 7.91% |
| 2 | CYBERARK SOFTWARE LTD | M2682V108 | 524,152 | $177.2M | 7.34% |
| 3 | TYLER TECHNOLOGIES INC | TYL | 304,318 | $176.9M | 7.33% |
| 4 | COSTAR GROUP INC | CSGP | 2,227,503 | $176.5M | 7.31% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 924,419 | $173.2M | 7.18% |
| 6 | REVVITY INC | RVTY | 1,489,791 | $157.6M | 6.53% |
| 7 | ENTEGRIS INC | ENTG | 1,561,949 | $136.6M | 5.66% |
| 8 | TENABLE HLDGS INC | 88025T102 | 3,772,624 | $132.0M | 5.47% |
| 9 | NICE LTD | NCSYF | 826,660 | $127.4M | 5.28% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 1,790,402 | $118.2M | 4.90% |
| 11 | BOX INC | BXCAP | 3,749,773 | $115.7M | 4.80% |
| 12 | VARONIS SYS INC | VRNS | 2,706,531 | $109.5M | 4.54% |
| 13 | ELASTIC N V | ESTC | 1,197,030 | $106.7M | 4.42% |
| 14 | PAGERDUTY INC | PD | 5,649,592 | $103.2M | 4.28% |
| 15 | VEEVA SYS INC | VEEV | 432,584 | $100.2M | 4.15% |
| 16 | MANHATTAN ASSOCIATES INC | MANH | 466,725 | $80.8M | 3.35% |
| 17 | SERVICENOW INC | NOW | 96,994 | $77.2M | 3.20% |
| 18 | BIO-TECHNE CORP | TECH | 1,010,860 | $59.3M | 2.46% |
| 19 | HENRY JACK & ASSOC INC | 426281101 | 322,842 | $59.0M | 2.44% |
| 20 | PROS HOLDINGS INC | 74346Y103 | 1,852,770 | $35.3M | 1.46% |