RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2024-09-30

Filed on 2024-11-13 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Dynatrace Inc

4,342,803 sh

494,028 sh
13%

$232,210

$60,016

CYBERARK SOFTWARE LTD SHS

711,753 sh

-102,376 sh
-13%

$207,554

-$15,045

Tyler Technologies Inc

335,418 sh

-60,420 sh
-15%

$195,790

-$3,229

Guidewire Software Inc

1,059,963 sh

-429,947 sh
-29%

$193,910

-$11,534

NICE LTD SPONSORED ADR

833,259 sh

-217,846 sh
-21%

$144,712

-$36,047

Box Inc.

4,413,171 sh

-868,736 sh
-16%

$144,443

$4,789

Tenable Holdings Inc

3,339,236 sh

-200,000 sh
-6%

$135,306

-$18,934

PerkinElmer Inc.

980,858 sh

30,000 sh
3%

$125,305

$25,598

CoStar Group Inc.

1,598,078 sh

$120,559

Entegris Inc

1,050,037 sh

454,853 sh
76%

$118,161

$37,573

Manhattan Associates Inc

369,338 sh

-213,699 sh
-37%

$103,924

-$39,900

ServiceNow Inc

102,994 sh

-60,000 sh
-37%

$92,117

-$36,105

Varonis Systems Inc

1,558,442 sh

-262,730 sh
-14%

$88,052

$690

PagerDuty Inc.

4,564,296 sh

59,902 sh
1%

$84,668

-$18,618

Procore Technologies Inc.

1,293,467 sh

626,861 sh
94%

$79,833

$35,630

Verint Systems Inc

3,132,336 sh

$79,342

Avanos Medical, Inc.

3,171,455 sh

$76,210

PROS Holdings Inc.

3,028,677 sh

50,000 sh
2%

$56,091

-$29,248

Smartsheet Inc

570,715 sh

-1,653,048 sh
-74%

$31,595

-$66,428

Envestnet Inc

0 sh

-1,099,168 sh
-100%

-$68,797