RGM Capital, LLC 13F Holdings

CIK 0001323953 · NAPLES, FL

As of Sep 30, 2025, RGM Capital, LLC reported 19 positions worth $2.4B in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
DYNATRACE INCDTTechnology4,141,041$200.6M8.45%
COSTAR GROUP INCCSGPReal Estate2,092,703 76.6M7.43%
VARONIS SYSTEMS INCVRNSTechnology2,699,513 55.1M6.53%
TYLER TECHNOLOGIES INCTYLTechnology289,870 51.6M6.38%
PROCORE TECHNOLOGIES INCPCORTechnology2,074,411 51.3M6.37%
REVVITY INCRVTYHealthcare1,689,388 48.1M6.23%
SERVICENOW INCNOWTechnology157,094 44.6M6.09%
ELASTIC NVESTCTechnology1,669,698 41.1M5.94%
VEEVA SYSTEMS INCVEEVHealthcare469,748 39.9M5.89%
ENTEGRIS INCENTGTechnology1,474,701 36.4M5.74%
TENABLE HOLDINGS INCTENBTechnology4,468,156 30.3M5.48%
BIO-TECHNE CORPTECHHealthcare2,300,052 28.0M5.39%
CYBERARK SOFTWARE LTDCYBRTechnology240,722 16.3M4.90%
GUIDEWIRE SOFTWARE INCGWRETechnology457,456 05.2M4.43%
BOX INCBOXTechnology3,078,648$99.3M4.18%
JACK HENRY & ASSOCIATES INCJKHYTechnology595,057$88.6M3.73%
MANHATTAN ASSOCIATES INCMANHTechnology343,456$70.4M2.96%
PAGERDUTY INCPDTechnology4,194,782$69.3M2.92%
SPS COMMERCE INCSPSCTechnology219,085$22.8M0.96%