RGM Capital, LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$2.3T
Holdings
19
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 4,342,803 | $232.2B | 10.05% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 711,753 | $207.6B | 8.99% | |
| 3 | TYLTYLER TECHNOLOGIES INC | 335,418 | $195.8B | 8.48% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 1,059,963 | $193.9B | 8.40% | |
| 5 | NSYNICE LTD | 833,259 | $144.7B | 6.27% | |
| 6 | BOXBOX INC | 4,413,171 | $144.4B | 6.25% | |
| 7 | TENBTENABLE HLDGS INC | 3,339,236 | $135.3B | 5.86% | |
| 8 | PKNREVVITY INC | 980,858 | $125.3B | 5.42% | |
| 9 | CSGPCOSTAR GROUP INC | 1,598,078 | $120.6B | 5.22% | |
| 10 | ENQENTEGRIS INC | 1,050,037 | $118.2B | 5.12% | |
| 11 | MANHMANHATTAN ASSOCIATES INC | 369,338 | $103.9B | 4.50% | |
| 12 | NOWSERVICENOW INC | 102,994 | $92.1B | 3.99% | |
| 13 | VRNSVARONIS SYS INC | 1,558,442 | $88.1B | 3.81% | |
| 14 | PDPAGERDUTY INC | 4,564,296 | $84.7B | 3.67% | |
| 15 | PCORPROCORE TECHNOLOGIES INC | 1,293,467 | $79.8B | 3.46% | |
| 16 | VTYVERINT SYS INC | 3,132,336 | $79.3B | 3.44% | |
| 17 | AVNSAVANOS MED INC | 3,171,455 | $76.2B | 3.30% | |
| 18 | PROPROS HOLDINGS INC | 3,028,677 | $56.1B | 2.43% | |
| 19 | SMARGBPSMARTSHEET INC | 570,715 | $31.6B | 1.37% |