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RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2025-03-31

Filed on 2025-05-14 under CIK 1323953

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Dynatrace Inc
4,046,101 sh
-8,275 sh
0%
$190,774
-$29,581
CYBERARK SOFTWARE LTD SHS
524,152 sh
-101,660 sh
-16%
$177,163
-$31,326
Tyler Technologies Inc
304,318 sh
-35,000 sh
-10%
$176,927
-$18,737
CoStar Group Inc.
2,227,503 sh
21,564 sh
1%
$176,485
$18,562
Guidewire Software Inc
924,419 sh
-23,864 sh
-3%
$173,199
$13,337
PerkinElmer Inc.
1,489,791 sh
169,200 sh
13%
$157,620
$10,229
Entegris Inc
1,561,949 sh
164,700 sh
12%
$136,639
-$1,772
Tenable Holdings Inc
3,772,624 sh
72,607 sh
2%
$131,966
-$13,741
NICE LTD SPONSORED ADR
826,660 sh
65,538 sh
9%
$127,446
-$1,823
Procore Technologies Inc.
1,790,402 sh
153,039 sh
9%
$118,202
-$4,486
Box Inc.
3,749,773 sh
318,459 sh
9%
$115,718
$7,288
Varonis Systems Inc
2,706,531 sh
846,475 sh
46%
$109,479
$26,837
Elastic NV
1,197,030 sh
330,290 sh
38%
$106,655
$20,778
PagerDuty Inc.
5,649,592 sh
634,131 sh
13%
$103,218
$11,636
Veeva Systems Inc
432,584 sh
20,325 sh
5%
$100,199
$13,522
Manhattan Associates Inc
466,725 sh
203,071 sh
77%
$80,762
$9,512
ServiceNow Inc
96,994 sh
-4,500 sh
-4%
$77,221
-$30,375
Bio-Techne Corp.
1,010,860 sh
1,010,860 sh
NEW
$59,267
$59,267
Jack Henry & Associates Inc.
322,842 sh
322,842 sh
NEW
$58,951
$58,951
PROS Holdings Inc.
1,852,770 sh
-687,982 sh
-27%
$35,258
-$20,537
Verint Systems Inc
0 sh
-2,101,187 sh
-100%
$0
-$57,678
Avanos Medical, Inc.
0 sh
-2,986,519 sh
-100%
$0
-$47,545