RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2025-06-30

Filed on 2025-08-14 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Dynatrace Inc

4,052,101 sh

6,000 sh
0%

$223,716

$32,942

CYBERARK SOFTWARE LTD SHS

477,055 sh

-47,097 sh
-9%

$194,104

$16,941

Tyler Technologies Inc

288,263 sh

-16,055 sh
-5%

$170,894

-$6,033

CoStar Group Inc.

2,122,703 sh

-104,800 sh
-5%

$170,665

-$5,820

PerkinElmer Inc.

1,600,488 sh

110,697 sh
7%

$154,799

-$2,821

Varonis Systems Inc

2,748,513 sh

41,982 sh
2%

$139,487

$30,008

Procore Technologies Inc.

1,960,737 sh

170,335 sh
10%

$134,154

$15,952

Tenable Holdings Inc

3,965,035 sh

192,411 sh
5%

$133,939

$1,973

Elastic NV

1,499,197 sh

302,167 sh
25%

$126,427

$19,772

Veeva Systems Inc

434,684 sh

2,100 sh
0%

$125,180

$24,981

Entegris Inc

1,445,398 sh

-116,551 sh
-7%

$116,571

-$20,068

NICE LTD SPONSORED ADR

684,441 sh

-142,219 sh
-17%

$115,609

-$11,837

Bio-Techne Corp.

2,200,052 sh

1,189,192 sh
118%

$113,193

$53,926

Guidewire Software Inc

463,756 sh

-460,663 sh
-50%

$109,191

-$64,008

Box Inc.

3,111,648 sh

-638,125 sh
-17%

$106,325

-$9,393

ServiceNow Inc

97,094 sh

100 sh
0%

$99,820

$22,599

PagerDuty Inc.

5,656,092 sh

6,500 sh
0%

$86,425

-$16,793

Jack Henry & Associates Inc.

422,081 sh

99,239 sh
31%

$76,046

$17,095

Manhattan Associates Inc

346,156 sh

-120,569 sh
-26%

$68,355

-$12,407

SPS Commerce Inc.

36,240 sh

36,240 sh
NEW

$4,932

PROS Holdings Inc.

0 sh

-1,852,770 sh
-100%

-$35,258