RGM Capital, LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$2.2T
Holdings
19
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 1,134,528 | $185.8B | 8.49% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 1,935,519 | $174.2B | 7.96% | |
| 3 | TENBTENABLE HLDGS INC | 3,733,706 | $167.3B | 7.64% | |
| 4 | DTDYNATRACE INC | 3,515,360 | $164.3B | 7.51% | |
| 5 | NSYNICE LTD | 907,048 | $154.2B | 7.05% | |
| 6 | TYLTYLER TECHNOLOGIES INC | 392,454 | $151.5B | 6.92% | |
| 7 | NOWSERVICENOW INC | 264,494 | $147.8B | 6.75% | |
| 8 | MANHMANHATTAN ASSOCIATES INC | 739,890 | $146.2B | 6.68% | |
| 9 | BOXBOX INC | 5,449,887 | $131.9B | 6.03% | |
| 10 | CSGPCOSTAR GROUP INC | 1,552,632 | $119.4B | 5.45% | |
| 11 | SPLKCHFSPLUNK INC | 802,071 | $117.3B | 5.36% | |
| 12 | PROPROS HOLDINGS INC | 3,013,785 | $104.3B | 4.77% | |
| 13 | PDPAGERDUTY INC | 4,265,800 | $95.9B | 4.38% | |
| 14 | VTYVERINT SYS INC | 3,011,394 | $69.2B | 3.16% | |
| 15 | AVNSAVANOS MED INC | 2,951,691 | $59.7B | 2.73% | |
| 16 | VRNSVARONIS SYS INC | 1,846,889 | $56.4B | 2.58% | |
| 17 | ENQENTEGRIS INC | 596,061 | $56.0B | 2.56% | |
| 18 | SMARGBPSMARTSHEET INC | 1,253,207 | $50.7B | 2.32% | |
| 19 | ENVUSDENVESTNET INC | 826,134 | $36.4B | 1.66% |