RGM Capital, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.4T
Holdings
20
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 4,054,376 | $220.4B | 9.10% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 625,812 | $208.5B | 8.61% | |
| 3 | TYLTYLER TECHNOLOGIES INC | 339,318 | $195.7B | 8.08% | |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 948,283 | $159.9B | 6.60% | |
| 5 | CSGPCOSTAR GROUP INC | 2,205,939 | $157.9B | 6.52% | |
| 6 | PKNREVVITY INC | 1,320,591 | $147.4B | 6.09% | |
| 7 | TENBTENABLE HLDGS INC | 3,700,017 | $145.7B | 6.02% | |
| 8 | ENQENTEGRIS INC | 1,397,249 | $138.4B | 5.72% | |
| 9 | NSYNICE LTD | 761,122 | $129.3B | 5.34% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 1,637,363 | $122.7B | 5.07% | |
| 11 | BOXBOX INC | 3,431,314 | $108.4B | 4.48% | |
| 12 | NOWSERVICENOW INC | 101,494 | $107.6B | 4.44% | |
| 13 | PDPAGERDUTY INC | 5,015,461 | $91.6B | 3.78% | |
| 14 | VEEVVEEVA SYS INC | 412,259 | $86.7B | 3.58% | |
| 15 | ESTCELASTIC N V | 866,740 | $85.9B | 3.55% | |
| 16 | VRNSVARONIS SYS INC | 1,860,056 | $82.6B | 3.41% | |
| 17 | MANHMANHATTAN ASSOCIATES INC | 263,654 | $71.2B | 2.94% | |
| 18 | VTYVERINT SYS INC | 2,101,187 | $57.7B | 2.38% | |
| 19 | PROPROS HOLDINGS INC | 2,540,752 | $55.8B | 2.30% | |
| 20 | AVNSAVANOS MED INC | 2,986,519 | $47.5B | 1.96% |