RGM Capital 13F filings

Manager(s): Robert Moses

Holdings as of 2024-06-30

Filed on 2024-08-13 under CIK 1323953

Company

Investment Type

Change

Value (x$1000)

increase or decrease

CYBERARK SOFTWARE LTD SHS

814,129 sh

16,530 sh
2%

$222,599

$10,733

Guidewire Software Inc

1,489,910 sh

-10,000 sh
-1%

$205,444

$30,390

Tyler Technologies Inc

395,838 sh

-6,678 sh
-2%

$199,019

$27,946

NICE LTD SPONSORED ADR

1,051,105 sh

116,629 sh
12%

$180,759

-$62,784

Dynatrace Inc

3,848,775 sh

225,000 sh
6%

$172,194

$3,906

Tenable Holdings Inc

3,539,236 sh

153,127 sh
5%

$154,240

-$13,135

Manhattan Associates Inc

583,037 sh

23,000 sh
4%

$143,824

$3,686

Box Inc.

5,281,907 sh

$139,654

ServiceNow Inc

162,994 sh

22,500 sh
16%

$128,222

$21,109

CoStar Group Inc.

1,598,078 sh

$118,482

PagerDuty Inc.

4,504,394 sh

143,701 sh
3%

$103,286

$4,385

Verint Systems Inc

3,132,336 sh

-35,000 sh
-1%

$100,861

-$4,136

PerkinElmer Inc.

950,858 sh

59,994 sh
7%

$99,707

$6,166

Smartsheet Inc

2,223,763 sh

156,817 sh
8%

$98,023

$18,446

Varonis Systems Inc

1,821,172 sh

$87,362

PROS Holdings Inc.

2,978,677 sh

166,301 sh
6%

$85,339

-$16,835

Entegris Inc

595,184 sh

-10,000 sh
-2%

$80,588

-$4,465

Envestnet Inc

1,099,168 sh

-244,378 sh
-18%

$68,797

-$9,008

Avanos Medical, Inc.

3,171,455 sh

$63,175

Procore Technologies Inc.

666,606 sh

666,606 sh
NEW

$44,203