RGM Capital, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.4T
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 4,141,041 | $200.6B | 8.45% | |
| 2 | CSGPCOSTAR GROUP INC | 2,092,703 | $176.6B | 7.43% | |
| 3 | VRNSVARONIS SYS INC | 2,699,513 | $155.1B | 6.53% | |
| 4 | TYLTYLER TECHNOLOGIES INC | 289,870 | $151.6B | 6.38% | |
| 5 | PCORPROCORE TECHNOLOGIES INC | 2,074,411 | $151.3B | 6.37% | |
| 6 | PKNREVVITY INC | 1,689,388 | $148.1B | 6.23% | |
| 7 | NOWSERVICENOW INC | 157,094 | $144.6B | 6.09% | |
| 8 | ESTCELASTIC N V | 1,669,698 | $141.1B | 5.94% | |
| 9 | VEEVVEEVA SYS INC | 469,748 | $139.9B | 5.89% | |
| 10 | ENQENTEGRIS INC | 1,474,701 | $136.4B | 5.74% | |
| 11 | TENBTENABLE HLDGS INC | 4,468,156 | $130.3B | 5.48% | |
| 12 | TECHBIO-TECHNE CORP | 2,300,052 | $128.0B | 5.39% | |
| 13 | CYBRCYBERARK SOFTWARE LTD | 240,722 | $116.3B | 4.90% | |
| 14 | GWREGUIDEWIRE SOFTWARE INC | 457,456 | $105.2B | 4.43% | |
| 15 | BOXBOX INC | 3,078,648 | $99.3B | 4.18% | |
| 16 | JKHYHENRY JACK & ASSOC INC | 595,057 | $88.6B | 3.73% | |
| 17 | MANHMANHATTAN ASSOCIATES INC | 343,456 | $70.4B | 2.96% | |
| 18 | PDPAGERDUTY INC | 4,194,782 | $69.3B | 2.92% | |
| 19 | SPSCSPS COMM INC | 219,085 | $22.8B | 0.96% |