Investor Details
| Filer Name: | RGM CAPITAL, LLC |
|---|---|
| CIK: | 1323953 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 20 |
| Portfolio Value: | $2.42B |
Rgm Capital, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| DT | US | DYNATRACE INC | 4,054,376 | $220M | 9.10% | -6.6% | - |
| CYBR | US | CYBERARK SOFTWARE LTD/ISRAEL | 625,812 | $208M | 8.61% | -12.1% | - |
| TYL | US | TYLER TECHNOLOGIES INC | 339,318 | $196M | 8.08% | 1.2% | - |
| GWRE | US | GUIDEWIRE SOFTWARE INC | 948,283 | $160M | 6.60% | -10.5% | - |
| CSGP | US | COSTAR GROUP INC | 2,205,939 | $158M | 6.52% | 38.0% | - |
| RVTY | US | REVVITY INC | 1,320,591 | $147M | 6.09% | 34.6% | - |
| TENB | US | TENABLE HOLDINGS INC | 3,700,017 | $146M | 6.02% | 10.8% | - |
| ENTG | US | ENTEGRIS INC | 1,397,249 | $138M | 5.72% | 33.1% | - |
| NICE | US | NICE LTD - SPON ADR | 761,122 | $129M | 5.34% | -8.7% | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 1,637,363 | $123M | 5.07% | 26.6% | - |
| BOX | US | BOX INC - CLASS A | 3,431,314 | $108M | 4.48% | -22.2% | - |
| NOW | US | SERVICENOW INC | 101,494 | $108M | 4.44% | -1.5% | - |
| PD | US | PAGERDUTY INC | 5,015,461 | $92M | 3.78% | 9.9% | - |
| VEEV | US | VEEVA SYSTEMS INC-CLASS A | 412,259 | $87M | 3.58% | 100.0% | - |
| ESTC | US | ELASTIC NV | 866,740 | $86M | 3.55% | 100.0% | - |
| VRNS | US | VARONIS SYSTEMS INC | 1,860,056 | $83M | 3.41% | 19.4% | - |
| MANH | US | MANHATTAN ASSOCIATES INC | 263,654 | $71M | 2.94% | -28.6% | - |
| VRNT | US | VERINT SYSTEMS INC | 2,101,187 | $58M | 2.38% | -32.9% | - |
| PRO | US | PROS HOLDINGS INC | 2,540,752 | $56M | 2.30% | -16.1% | - |
| AVNS | US | AVANOS MEDICAL INC | 2,986,519 | $48M | 1.96% | -5.8% | - |