RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2025-09-30

Filed on 2025-11-13 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Dynatrace Inc

4,141,041 sh

88,940 sh
2%

$200,633

-$23,083

CoStar Group Inc.

2,092,703 sh

-30,000 sh
-1%

$176,561

$5,896

Varonis Systems Inc

2,699,513 sh

-49,000 sh
-2%

$155,141

$15,654

Tyler Technologies Inc

289,870 sh

1,607 sh
1%

$151,648

-$19,246

Procore Technologies Inc.

2,074,411 sh

113,674 sh
6%

$151,266

$17,112

PerkinElmer Inc.

1,689,388 sh

88,900 sh
6%

$148,075

-$6,724

ServiceNow Inc

157,094 sh

60,000 sh
62%

$144,570

$44,750

Elastic NV

1,669,698 sh

170,501 sh
11%

$141,073

$14,646

Veeva Systems Inc

469,748 sh

35,064 sh
8%

$139,943

$14,763

Entegris Inc

1,474,701 sh

29,303 sh
2%

$136,351

$19,780

Tenable Holdings Inc

4,468,156 sh

503,121 sh
13%

$130,291

-$3,648

Bio-Techne Corp.

2,300,052 sh

100,000 sh
5%

$127,952

$14,759

CYBERARK SOFTWARE LTD SHS

240,722 sh

-236,333 sh
-50%

$116,305

-$77,799

Guidewire Software Inc

457,456 sh

-6,300 sh
-1%

$105,151

-$4,040

Box Inc.

3,078,648 sh

-33,000 sh
-1%

$99,348

-$6,977

Jack Henry & Associates Inc.

595,057 sh

172,976 sh
41%

$88,622

$12,576

Manhattan Associates Inc

343,456 sh

-2,700 sh
-1%

$70,402

$2,047

PagerDuty Inc.

4,194,782 sh

-1,461,310 sh
-26%

$69,298

-$17,127

SPS Commerce Inc.

219,085 sh

182,845 sh
505%

$22,816

$17,884

NICE LTD SPONSORED ADR

0 sh

-684,441 sh
-100%

-$115,609