RGM Capital, LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$2.4T
Holdings
19
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 1,157,103 | $195.3B | 8.10% | |
| 2 | NSYNICE LTD | 868,372 | $190.2B | 7.89% | |
| 3 | TENBTENABLE HLDGS INC | 3,158,429 | $182.5B | 7.57% | |
| 4 | ZEN1EURZENDESK INC | 1,361,257 | $163.7B | 6.79% | |
| 5 | VTYVERINT SYS INC | 3,166,388 | $163.7B | 6.79% | |
| 6 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 3,188,912 | $163.2B | 6.77% | |
| 7 | BOXBOX INC | 5,528,714 | $160.7B | 6.66% | |
| 8 | NOWSERVICENOW INC | 262,159 | $146.0B | 6.06% | |
| 9 | TYLTYLER TECHNOLOGIES INC | 295,850 | $131.6B | 5.46% | |
| 10 | MANHMANHATTAN ASSOCIATES INC | 906,748 | $125.8B | 5.22% | |
| 11 | GWREGUIDEWIRE SOFTWARE INC | 1,316,984 | $124.6B | 5.17% | |
| 12 | PDPAGERDUTY INC | 3,626,607 | $124.0B | 5.14% | |
| 13 | PROPROS HOLDINGS INC | 3,345,330 | $111.4B | 4.62% | |
| 14 | RAMPLIVERAMP HLDGS INC | 2,954,389 | $110.5B | 4.58% | |
| 15 | AVNSAVANOS MED INC | 2,957,625 | $99.1B | 4.11% | |
| 16 | ENQENTEGRIS INC | 695,861 | $91.3B | 3.79% | |
| 17 | CSGPCOSTAR GROUP INC | 1,146,048 | $76.3B | 3.17% | |
| 18 | AVLRUSDAVALARA INC | 289,480 | $28.8B | 1.19% | |
| 19 | DTDYNATRACE INC | 464,089 | $21.9B | 0.91% |