RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2024-03-31

Filed on 2024-05-14 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

NICE LTD SPONSORED ADR

934,476 sh

-4,816 sh
-1%

$243,543

$56,145

CYBERARK SOFTWARE LTD SHS

797,599 sh

-212,111 sh
-21%

$211,866

-$9,311

Guidewire Software Inc

1,499,910 sh

-322,000 sh
-18%

$175,054

-$23,607

Tyler Technologies Inc

402,516 sh

5,000 sh
1%

$171,073

$4,864

Dynatrace Inc

3,623,775 sh

208,192 sh
6%

$168,288

-$18,510

Tenable Holdings Inc

3,386,109 sh

-451,858 sh
-12%

$167,375

-$9,402

CoStar Group Inc.

1,598,078 sh

5,452 sh
0%

$154,374

$15,194

Box Inc.

5,281,907 sh

-512,971 sh
-9%

$149,584

$1,177

Manhattan Associates Inc

560,037 sh

-96,122 sh
-15%

$140,138

-$1,146

ServiceNow Inc

140,494 sh

-49,000 sh
-26%

$107,113

-$26,763

Verint Systems Inc

3,167,336 sh

$104,997

PROS Holdings Inc.

2,812,376 sh

30,279 sh
1%

$102,174

-$5,744

PagerDuty Inc.

4,360,693 sh

-33,829 sh
-1%

$98,901

-$2,832

PerkinElmer Inc.

890,864 sh

156,918 sh
21%

$93,541

$13,313

Varonis Systems Inc

1,821,172 sh

45,000 sh
3%

$85,905

$5,480

Entegris Inc

605,184 sh

$85,053

Smartsheet Inc

2,066,946 sh

333,142 sh
19%

$79,577

-$3,334

Envestnet Inc

1,343,546 sh

173,046 sh
15%

$77,805

$19,842

Avanos Medical, Inc.

3,171,455 sh

$63,144