13F HOLDINGS REPORT
RGM Capital, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001323953-25-000022
Total Value
$2.38B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYNATRACE INC | DT | 4,141,041 | $200.6M | 8.45% |
| 2 | COSTAR GROUP INC | CSGP | 2,092,703 | $176.6M | 7.43% |
| 3 | VARONIS SYS INC | VRNS | 2,699,513 | $155.1M | 6.53% |
| 4 | TYLER TECHNOLOGIES INC | TYL | 289,870 | $151.6M | 6.38% |
| 5 | PROCORE TECHNOLOGIES INC | PCOR | 2,074,411 | $151.3M | 6.37% |
| 6 | REVVITY INC | RVTY | 1,689,388 | $148.1M | 6.23% |
| 7 | SERVICENOW INC | NOW | 157,094 | $144.6M | 6.09% |
| 8 | ELASTIC N V | ESTC | 1,669,698 | $141.1M | 5.94% |
| 9 | VEEVA SYS INC | VEEV | 469,748 | $139.9M | 5.89% |
| 10 | ENTEGRIS INC | ENTG | 1,474,701 | $136.4M | 5.74% |
| 11 | TENABLE HLDGS INC | 88025T102 | 4,468,156 | $130.3M | 5.48% |
| 12 | BIO-TECHNE CORP | TECH | 2,300,052 | $128.0M | 5.39% |
| 13 | CYBERARK SOFTWARE LTD | M2682V108 | 240,722 | $116.3M | 4.90% |
| 14 | GUIDEWIRE SOFTWARE INC | GWRE | 457,456 | $105.2M | 4.43% |
| 15 | BOX INC | BXCAP | 3,078,648 | $99.3M | 4.18% |
| 16 | HENRY JACK & ASSOC INC | 426281101 | 595,057 | $88.6M | 3.73% |
| 17 | MANHATTAN ASSOCIATES INC | MANH | 343,456 | $70.4M | 2.96% |
| 18 | PAGERDUTY INC | PD | 4,194,782 | $69.3M | 2.92% |
| 19 | SPS COMM INC | SPSC | 219,085 | $22.8M | 0.96% |