RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2023-09-30

Filed on 2023-11-13 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

CYBERARK SOFTWARE LTD SHS

1,134,528 sh

-101,180 sh
-8%

$185,802

-$7,376

Guidewire Software Inc

1,935,519 sh

-8,600 sh
0%

$174,197

$26,288

Tenable Holdings Inc

3,733,706 sh

-306,448 sh
-8%

$167,270

-$8,679

Dynatrace Inc

3,515,360 sh

298,079 sh
9%

$164,273

-$1,320

NICE LTD SPONSORED ADR

907,048 sh

113,170 sh
14%

$154,198

-$9,738

Tyler Technologies Inc

392,454 sh

44,579 sh
13%

$151,542

$6,662

ServiceNow Inc

264,494 sh

-34,000 sh
-11%

$147,842

-$19,903

Manhattan Associates Inc

739,890 sh

-126,280 sh
-15%

$146,247

-$26,883

Box Inc.

5,449,887 sh

349,976 sh
7%

$131,942

-$17,893

CoStar Group Inc.

1,552,632 sh

151,876 sh
11%

$119,382

-$5,285

Splunk Inc

802,071 sh

-174,054 sh
-18%

$117,303

$13,746

PROS Holdings Inc.

3,013,785 sh

-233,010 sh
-7%

$104,337

$4,336

PagerDuty Inc.

4,265,800 sh

58,895 sh
1%

$95,938

$1,367

Verint Systems Inc

3,011,394 sh

42,732 sh
1%

$69,232

-$34,849

Avanos Medical, Inc.

2,951,691 sh

189,017 sh
7%

$59,683

-$10,931

Varonis Systems Inc

1,846,889 sh

36,015 sh
2%

$56,404

$8,144

Entegris Inc

596,061 sh

-1,568 sh
0%

$55,976

-$10,253

Smartsheet Inc

1,253,207 sh

1,253,207 sh
NEW

$50,705

Envestnet Inc

826,134 sh

-4,227 sh
-1%

$36,375

-$12,907