RGM Capital as of June 30, 2023
Portfolio Holdings for RGM Capital
RGM Capital holds 18 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cyberark Software SHS (CYBR) | 8.6 | $193M | 1.2M | 156.33 | |
Tenable Hldgs (TENB) | 7.8 | $176M | 4.0M | 43.55 | |
Manhattan Associates (MANH) | 7.7 | $173M | 866k | 199.88 | |
Servicenow (NOW) | 7.5 | $168M | 299k | 561.97 | |
Dynatrace Com New (DT) | 7.4 | $166M | 3.2M | 51.47 | |
Nice Sponsored Adr (NICE) | 7.3 | $164M | 794k | 206.50 | |
Box Cl A (BOX) | 6.7 | $150M | 5.1M | 29.38 | |
Guidewire Software (GWRE) | 6.6 | $148M | 1.9M | 76.08 | |
Tyler Technologies (TYL) | 6.5 | $145M | 348k | 416.47 | |
CoStar (CSGP) | 5.6 | $125M | 1.4M | 89.00 | |
Verint Systems (VRNT) | 4.6 | $104M | 3.0M | 35.06 | |
stock | 4.6 | $104M | 976k | 106.09 | |
PROS Holdings (PRO) | 4.5 | $100M | 3.2M | 30.80 | |
Pagerduty (PD) | 4.2 | $95M | 4.2M | 22.48 | |
Halyard Health (AVNS) | 3.1 | $71M | 2.8M | 25.56 | |
Entegris (ENTG) | 3.0 | $66M | 598k | 110.82 | |
Envestnet (ENV) | 2.2 | $49M | 830k | 59.35 | |
Varonis Sys (VRNS) | 2.2 | $48M | 1.8M | 26.65 |