RGM Capital, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$2.4T
Holdings
20
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 4,046,101 | $190.8B | 7.91% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 524,152 | $177.2B | 7.34% | |
| 3 | TYLTYLER TECHNOLOGIES INC | 304,318 | $176.9B | 7.33% | |
| 4 | CSGPCOSTAR GROUP INC | 2,227,503 | $176.5B | 7.31% | |
| 5 | GWREGUIDEWIRE SOFTWARE INC | 924,419 | $173.2B | 7.18% | |
| 6 | PKNREVVITY INC | 1,489,791 | $157.6B | 6.53% | |
| 7 | ENQENTEGRIS INC | 1,561,949 | $136.6B | 5.66% | |
| 8 | TENBTENABLE HLDGS INC | 3,772,624 | $132.0B | 5.47% | |
| 9 | NSYNICE LTD | 826,660 | $127.4B | 5.28% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 1,790,402 | $118.2B | 4.90% | |
| 11 | BOXBOX INC | 3,749,773 | $115.7B | 4.80% | |
| 12 | VRNSVARONIS SYS INC | 2,706,531 | $109.5B | 4.54% | |
| 13 | ESTCELASTIC N V | 1,197,030 | $106.7B | 4.42% | |
| 14 | PDPAGERDUTY INC | 5,649,592 | $103.2B | 4.28% | |
| 15 | VEEVVEEVA SYS INC | 432,584 | $100.2B | 4.15% | |
| 16 | MANHMANHATTAN ASSOCIATES INC | 466,725 | $80.8B | 3.35% | |
| 17 | NOWSERVICENOW INC | 96,994 | $77.2B | 3.20% | |
| 18 | TECHBIO-TECHNE CORP | 1,010,860 | $59.3B | 2.46% | |
| 19 | JKHYHENRY JACK & ASSOC INC | 322,842 | $59.0B | 2.44% | |
| 20 | PROPROS HOLDINGS INC | 1,852,770 | $35.3B | 1.46% |