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

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 COM

0 sh

-802,071 sh
-100%

-$117,303