RGM Capital as of Dec. 31, 2023
Portfolio Holdings for RGM Capital
RGM Capital holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberark Software SHS (CYBR) | 9.1 | $221M | 1.0M | 219.05 | |
| Guidewire Software (GWRE) | 8.1 | $199M | 1.8M | 109.04 | |
| Nice Sponsored Adr (NICE) | 7.7 | $187M | 939k | 199.51 | |
| Dynatrace Com New (DT) | 7.7 | $187M | 3.4M | 54.69 | |
| Tenable Hldgs (TENB) | 7.2 | $177M | 3.8M | 46.06 | |
| Tyler Technologies (TYL) | 6.8 | $166M | 398k | 418.12 | |
| Box Cl A (BOX) | 6.1 | $148M | 5.8M | 25.61 | |
| Manhattan Associates (MANH) | 5.8 | $141M | 656k | 215.32 | |
| CoStar (CSGP) | 5.7 | $139M | 1.6M | 87.39 | |
| Servicenow (NOW) | 5.5 | $134M | 190k | 706.49 | |
| PROS Holdings (PRO) | 4.4 | $108M | 2.8M | 38.79 | |
| Pagerduty (PD) | 4.2 | $102M | 4.4M | 23.15 | |
| Verint Systems (VRNT) | 3.5 | $86M | 3.2M | 27.03 | |
| Smartsheet Com Cl A (SMAR) | 3.4 | $83M | 1.7M | 47.82 | |
| Varonis Sys (VRNS) | 3.3 | $80M | 1.8M | 45.28 | |
| PerkinElmer (RVTY) | 3.3 | $80M | 734k | 109.31 | |
| Entegris (ENTG) | 3.0 | $73M | 605k | 119.82 | |
| Halyard Health (AVNS) | 2.9 | $71M | 3.2M | 22.43 | |
| Envestnet (ENV) | 2.4 | $58M | 1.2M | 49.52 |
