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RGM Capital, LLC 13F filings

Manager(s): Robert Moses

Holdings as of 2021-03-31

Filed on 2021-05-14 under CIK 1323953

Company
Investment Type
Change
Value (x$1000)
increase or decrease
PROOFPOINT INC
1,403,755 sh
43,948 sh
3%
$176,578
-$8,913
NICE LTD SPONSORED ADR
786,089 sh
198,722 sh
34%
$171,344
$4,802
BOX INC
7,019,394 sh
-460,265 sh
-6%
$161,165
$26,157
Nuance Communications, Inc.
3,590,793 sh
28,889 sh
1%
$156,702
-$342
CORNERSTONE ONDEMAND INC
3,010,624 sh
29,507 sh
1%
$131,203
-$85
CYBERARK SOFTWARE LTD SHS
964,373 sh
136,439 sh
16%
$124,732
-$9,054
LIVERAMP HLDGS INC COM
2,181,207 sh
762,550 sh
54%
$113,161
$9,329
TENABLE HLDGS INC
3,059,391 sh
1,067,214 sh
54%
$110,704
$6,593
CLOUDERA INC
8,956,622 sh
-534,930 sh
-6%
$109,002
-$23,025
VERINT SYS INC
2,309,581 sh
-4,800 sh
0%
$105,063
-$50,417
Entegris, Inc.
888,122 sh
-3,600 sh
0%
$99,292
$13,598
SERVICENOW INC
189,203 sh
31,300 sh
20%
$94,622
$7,707
MANHATTAN ASSOCS INC
792,350 sh
-3,000 sh
0%
$93,006
$9,351
PROS Holdings Inc
2,174,546 sh
397,223 sh
22%
$92,418
$2,183
Luminex Corp.
2,882,906 sh
179,707 sh
7%
$91,965
$29,467
Avanos Medical, Inc
1,921,655 sh
-62,800 sh
-3%
$84,053
-$6,994
SAILPOINT TECHNLGIES HLDGS I
1,468,218 sh
-3,400 sh
0%
$74,351
-$3,998
GUIDEWIRE SOFTWARE
675,299 sh
675,299 sh
NEW
$68,631
$68,631
COGNYTE SOFTWARE LTD ORD SHS Stock
2,318,884 sh
2,318,884 sh
NEW
$64,488
$64,488
CARDIOVASCULAR SYS INC DEL
1,622,175 sh
448,477 sh
38%
$62,194
$10,833
TYLER TECHNOLOGIES INC
124,340 sh
 
$52,786
PAGERDUTY INC
1,044,282 sh
-249,007 sh
-19%
$42,011
-$11,919
MEDALLIA INC
213,225 sh
-224,997 sh
-51%
$5,947
-$8,611
REALPAGE INC COM
0 sh
-1,551,287 sh
-100%
$0
-$135,334