RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2024-12-31

Filed on 2025-02-13 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Dynatrace Inc

4,054,376 sh

-288,427 sh
-7%

$220,355

-$11,855

CYBERARK SOFTWARE LTD SHS

625,812 sh

-85,941 sh
-12%

$208,489

$935

Tyler Technologies Inc

339,318 sh

3,900 sh
1%

$195,664

-$126

Guidewire Software Inc

948,283 sh

-111,680 sh
-11%

$159,862

-$34,048

CoStar Group Inc.

2,205,939 sh

607,861 sh
38%

$157,923

$37,364

PerkinElmer Inc.

1,320,591 sh

339,733 sh
35%

$147,391

$22,086

Tenable Holdings Inc

3,700,017 sh

360,781 sh
11%

$145,707

$10,401

Entegris Inc

1,397,249 sh

347,212 sh
33%

$138,411

$20,250

NICE LTD SPONSORED ADR

761,122 sh

-72,137 sh
-9%

$129,269

-$15,443

Procore Technologies Inc.

1,637,363 sh

343,896 sh
27%

$122,688

$42,855

Box Inc.

3,431,314 sh

-981,857 sh
-22%

$108,430

-$36,013

ServiceNow Inc

101,494 sh

-1,500 sh
-1%

$107,596

$15,479

PagerDuty Inc.

5,015,461 sh

451,165 sh
10%

$91,582

$6,914

Veeva Systems Inc

412,259 sh

412,259 sh
NEW

$86,677

Elastic NV

866,740 sh

866,740 sh
NEW

$85,877

Varonis Systems Inc

1,860,056 sh

301,614 sh
19%

$82,642

-$5,410

Manhattan Associates Inc

263,654 sh

-105,684 sh
-29%

$71,250

-$32,674

Verint Systems Inc

2,101,187 sh

-1,031,149 sh
-33%

$57,678

-$21,664

PROS Holdings Inc.

2,540,752 sh

-487,925 sh
-16%

$55,795

-$296

Avanos Medical, Inc.

2,986,519 sh

-184,936 sh
-6%

$47,545

-$28,665

Smartsheet Inc COM

0 sh

-570,715 sh
-100%

-$31,595