RGM Capital as of March 31, 2024
Portfolio Holdings for RGM Capital
RGM Capital holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Nice Sponsored Adr (NICE) | 9.8 | $244M | 935k | 260.62 | |
Cyberark Software SHS (CYBR) | 8.5 | $212M | 798k | 265.63 | |
Guidewire Software (GWRE) | 7.1 | $175M | 1.5M | 116.71 | |
Tyler Technologies (TYL) | 6.9 | $171M | 403k | 425.01 | |
Dynatrace Com New (DT) | 6.8 | $168M | 3.6M | 46.44 | |
Tenable Hldgs (TENB) | 6.8 | $167M | 3.4M | 49.43 | |
CoStar (CSGP) | 6.2 | $154M | 1.6M | 96.60 | |
Box Cl A (BOX) | 6.0 | $150M | 5.3M | 28.32 | |
Manhattan Associates (MANH) | 5.7 | $140M | 560k | 250.23 | |
Servicenow (NOW) | 4.3 | $107M | 141k | 762.40 | |
Verint Systems (VRNT) | 4.2 | $105M | 3.2M | 33.15 | |
PROS Holdings (PRO) | 4.1 | $102M | 2.8M | 36.33 | |
Pagerduty (PD) | 4.0 | $99M | 4.4M | 22.68 | |
PerkinElmer (RVTY) | 3.8 | $94M | 891k | 105.00 | |
Varonis Sys (VRNS) | 3.5 | $86M | 1.8M | 47.17 | |
Entegris (ENTG) | 3.4 | $85M | 605k | 140.54 | |
Smartsheet Com Cl A (SMAR) | 3.2 | $80M | 2.1M | 38.50 | |
Envestnet (ENV) | 3.1 | $78M | 1.3M | 57.91 | |
Halyard Health (AVNS) | 2.5 | $63M | 3.2M | 19.91 |