RGM Capital, LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$2.4T
Holdings
19
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 1,009,710 | $221.2B | 9.06% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 1,821,910 | $198.7B | 8.14% | |
| 3 | NSYNICE LTD | 939,292 | $187.4B | 7.68% | |
| 4 | DTDYNATRACE INC | 3,415,583 | $186.8B | 7.66% | |
| 5 | TENBTENABLE HLDGS INC | 3,837,967 | $176.8B | 7.24% | |
| 6 | TYLTYLER TECHNOLOGIES INC | 397,516 | $166.2B | 6.81% | |
| 7 | BOXBOX INC | 5,794,878 | $148.4B | 6.08% | |
| 8 | MANHMANHATTAN ASSOCIATES INC | 656,159 | $141.3B | 5.79% | |
| 9 | CSGPCOSTAR GROUP INC | 1,592,626 | $139.2B | 5.70% | |
| 10 | NOWSERVICENOW INC | 189,494 | $133.9B | 5.49% | |
| 11 | PROPROS HOLDINGS INC | 2,782,097 | $107.9B | 4.42% | |
| 12 | PDPAGERDUTY INC | 4,394,522 | $101.7B | 4.17% | |
| 13 | VTYVERINT SYS INC | 3,167,336 | $85.6B | 3.51% | |
| 14 | SMARGBPSMARTSHEET INC | 1,733,804 | $82.9B | 3.40% | |
| 15 | VRNSVARONIS SYS INC | 1,776,172 | $80.4B | 3.30% | |
| 16 | PKNREVVITY INC | 733,946 | $80.2B | 3.29% | |
| 17 | ENQENTEGRIS INC | 605,184 | $72.5B | 2.97% | |
| 18 | AVNSAVANOS MED INC | 3,171,455 | $71.1B | 2.92% | |
| 19 | ENVUSDENVESTNET INC | 1,170,500 | $58.0B | 2.38% |