RGM Capital, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.5T
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 4,052,101 | $223.7B | 9.06% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 477,055 | $194.1B | 7.86% | |
| 3 | TYLTYLER TECHNOLOGIES INC | 288,263 | $170.9B | 6.92% | |
| 4 | CSGPCOSTAR GROUP INC | 2,122,703 | $170.7B | 6.91% | |
| 5 | PKNREVVITY INC | 1,600,488 | $154.8B | 6.27% | |
| 6 | VRNSVARONIS SYS INC | 2,748,513 | $139.5B | 5.65% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 1,960,737 | $134.2B | 5.43% | |
| 8 | TENBTENABLE HLDGS INC | 3,965,035 | $133.9B | 5.42% | |
| 9 | ESTCELASTIC N V | 1,499,197 | $126.4B | 5.12% | |
| 10 | VEEVVEEVA SYS INC | 434,684 | $125.2B | 5.07% | |
| 11 | ENQENTEGRIS INC | 1,445,398 | $116.6B | 4.72% | |
| 12 | NSYNICE LTD | 684,441 | $115.6B | 4.68% | |
| 13 | TECHBIO-TECHNE CORP | 2,200,052 | $113.2B | 4.58% | |
| 14 | GWREGUIDEWIRE SOFTWARE INC | 463,756 | $109.2B | 4.42% | |
| 15 | BOXBOX INC | 3,111,648 | $106.3B | 4.30% | |
| 16 | NOWSERVICENOW INC | 97,094 | $99.8B | 4.04% | |
| 17 | PDPAGERDUTY INC | 5,656,092 | $86.4B | 3.50% | |
| 18 | JKHYHENRY JACK & ASSOC INC | 422,081 | $76.0B | 3.08% | |
| 19 | MANHMANHATTAN ASSOCIATES INC | 346,156 | $68.4B | 2.77% | |
| 20 | SPSCSPS COMM INC | 36,240 | $4.9B | 0.20% |