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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
$50,705
Envestnet Inc
826,134 sh
-4,227 sh
-1%
$36,375
-$12,907