13F HOLDINGS REPORT
RGM Capital, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001323953-25-000018
Total Value
$2.47B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 4,052,101 | $223.7M | 9.06% |
| 2 | CYBERARK SOFTWARE LTD | M2682V108 | 477,055 | $194.1M | 7.86% |
| 3 | TYLER TECHNOLOGIES INC | TYL | 288,263 | $170.9M | 6.92% |
| 4 | COSTAR GROUP INC | CSGP | 2,122,703 | $170.7M | 6.91% |
| 5 | REVVITY INC | RVTY | 1,600,488 | $154.8M | 6.27% |
| 6 | VARONIS SYS INC | VRNS | 2,748,513 | $139.5M | 5.65% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 1,960,737 | $134.2M | 5.43% |
| 8 | TENABLE HLDGS INC | 88025T102 | 3,965,035 | $133.9M | 5.42% |
| 9 | ELASTIC N V | ESTC | 1,499,197 | $126.4M | 5.12% |
| 10 | VEEVA SYS INC | VEEV | 434,684 | $125.2M | 5.07% |
| 11 | ENTEGRIS INC | ENTG | 1,445,398 | $116.6M | 4.72% |
| 12 | NICE LTD | NCSYF | 684,441 | $115.6M | 4.68% |
| 13 | BIO-TECHNE CORP | TECH | 2,200,052 | $113.2M | 4.58% |
| 14 | GUIDEWIRE SOFTWARE INC | GWRE | 463,756 | $109.2M | 4.42% |
| 15 | BOX INC | BXCAP | 3,111,648 | $106.3M | 4.30% |
| 16 | SERVICENOW INC | NOW | 97,094 | $99.8M | 4.04% |
| 17 | PAGERDUTY INC | PD | 5,656,092 | $86.4M | 3.50% |
| 18 | HENRY JACK & ASSOC INC | 426281101 | 422,081 | $76.0M | 3.08% |
| 19 | MANHATTAN ASSOCIATES INC | MANH | 346,156 | $68.4M | 2.77% |
| 20 | SPS COMM INC | SPSC | 36,240 | $4.9M | 0.20% |