RGM Capital, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.1T
Holdings
17
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTDYNATRACE INC | 4,107,728 | $178.0B | 8.64% | |
| 2 | NOWSERVICENOW INC | 1,095,795 | $167.9B | 8.15% | |
| 3 | PKNREVVITY INC | 1,519,388 | $147.0B | 7.14% | |
| 4 | PCORPROCORE TECHNOLOGIES INC | 1,963,169 | $142.8B | 6.93% | |
| 5 | TYLTYLER TECHNOLOGIES INC | 305,043 | $138.5B | 6.72% | |
| 6 | CSGPCOSTAR GROUP INC | 1,995,460 | $134.2B | 6.51% | |
| 7 | ESTCELASTIC N V | 1,710,069 | $129.0B | 6.26% | |
| 8 | TECHBIO-TECHNE CORP | 2,152,052 | $126.6B | 6.14% | |
| 9 | VEEVVEEVA SYS INC | 556,572 | $124.2B | 6.03% | |
| 10 | CYBRCYBERARK SOFTWARE LTD | 256,922 | $114.6B | 5.56% | |
| 11 | ENQENTEGRIS INC | 1,304,643 | $109.9B | 5.34% | |
| 12 | JKHYHENRY JACK & ASSOC INC | 588,957 | $107.5B | 5.22% | |
| 13 | VRNSVARONIS SYS INC | 3,160,093 | $103.7B | 5.03% | |
| 14 | BOXBOX INC | 3,330,168 | $99.6B | 4.84% | |
| 15 | TENBTENABLE HLDGS INC | 4,071,191 | $95.8B | 4.65% | |
| 16 | GWREGUIDEWIRE SOFTWARE INC | 367,744 | $73.9B | 3.59% | |
| 17 | MANHMANHATTAN ASSOCIATES INC | 384,456 | $66.6B | 3.23% |