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RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2023-12-31

Filed on 2024-02-13 under CIK 1323953

Company
Investment Type
Change
Value (x$1000)
increase or decrease
CYBERARK SOFTWARE LTD SHS
1,009,710 sh
-124,818 sh
-11%
$221,177
$35,375
Guidewire Software Inc
1,821,910 sh
-113,609 sh
-6%
$198,661
$24,464
NICE LTD SPONSORED ADR
939,292 sh
32,244 sh
4%
$187,398
$33,200
Dynatrace Inc
3,415,583 sh
-99,777 sh
-3%
$186,798
$22,525
Tenable Holdings Inc
3,837,967 sh
104,261 sh
3%
$176,777
$9,507
Tyler Technologies Inc
397,516 sh
5,062 sh
1%
$166,209
$14,667
Box Inc.
5,794,878 sh
344,991 sh
6%
$148,407
$16,465
Manhattan Associates Inc
656,159 sh
-83,731 sh
-11%
$141,284
-$4,963
CoStar Group Inc.
1,592,626 sh
39,994 sh
3%
$139,180
$19,798
ServiceNow Inc
189,494 sh
-75,000 sh
-28%
$133,876
-$13,966
PROS Holdings Inc.
2,782,097 sh
-231,688 sh
-8%
$107,918
$3,581
PagerDuty Inc.
4,394,522 sh
128,722 sh
3%
$101,733
$5,795
Verint Systems Inc
3,167,336 sh
155,942 sh
5%
$85,613
$16,381
Smartsheet Inc
1,733,804 sh
480,597 sh
38%
$82,911
$32,206
Varonis Systems Inc
1,776,172 sh
-70,717 sh
-4%
$80,425
$24,021
PerkinElmer Inc.
733,946 sh
733,946 sh
NEW
$80,228
$80,228
Entegris Inc
605,184 sh
9,123 sh
2%
$72,513
$16,537
Avanos Medical, Inc.
3,171,455 sh
219,764 sh
7%
$71,136
$11,453
Envestnet Inc
1,170,500 sh
344,366 sh
42%
$57,963
$21,588
Splunk Inc
0 sh
-802,071 sh
-100%
$0
-$117,303