RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2025-12-31

Filed on 2026-02-17 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Dynatrace Inc

4,107,728 sh

-33,313 sh
-1%

$178,029

-$22,604

ServiceNow Inc

1,095,795 sh

938,701 sh
598%

$167,865

$23,295

PerkinElmer Inc.

1,519,388 sh

-170,000 sh
-10%

$147,001

-$1,074

Procore Technologies Inc.

1,963,169 sh

-111,242 sh
-5%

$142,801

-$8,465

Tyler Technologies Inc

305,043 sh

15,173 sh
5%

$138,474

-$13,174

CoStar Group Inc.

1,995,460 sh

-97,243 sh
-5%

$134,175

-$42,386

Elastic NV

1,710,069 sh

40,371 sh
2%

$129,008

-$12,065

Bio-Techne Corp.

2,152,052 sh

-148,000 sh
-6%

$126,562

-$1,390

Veeva Systems Inc

556,572 sh

86,824 sh
18%

$124,244

-$15,699

CYBERARK SOFTWARE LTD SHS

256,922 sh

16,200 sh
7%

$114,603

-$1,702

Entegris Inc

1,304,643 sh

-170,058 sh
-12%

$109,916

-$26,435

Jack Henry & Associates Inc.

588,957 sh

-6,100 sh
-1%

$107,473

$18,851

Varonis Systems Inc

3,160,093 sh

460,580 sh
17%

$103,651

-$51,490

Box Inc.

3,330,168 sh

251,520 sh
8%

$99,605

$257

Tenable Holdings Inc

4,071,191 sh

-396,965 sh
-9%

$95,795

-$34,496

Guidewire Software Inc

367,744 sh

-89,712 sh
-20%

$73,920

-$31,231

Manhattan Associates Inc

384,456 sh

41,000 sh
12%

$66,630

-$3,772

PagerDuty Inc.

0 sh

-4,194,782 sh
-100%

-$69,298

SPS Commerce Inc.

0 sh

-219,085 sh
-100%

-$22,816