RGM Capital as of June 30, 2024
Portfolio Holdings for RGM Capital
RGM Capital holds 20 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberark Software SHS (CYBR) | 8.9 | $223M | 814k | 273.42 | |
| Guidewire Software (GWRE) | 8.2 | $205M | 1.5M | 137.89 | |
| Tyler Technologies (TYL) | 8.0 | $199M | 396k | 502.78 | |
| Nice Sponsored Adr (NICE) | 7.2 | $181M | 1.1M | 171.97 | |
| Dynatrace Com New (DT) | 6.9 | $172M | 3.8M | 44.74 | |
| Tenable Hldgs (TENB) | 6.2 | $154M | 3.5M | 43.58 | |
| Manhattan Associates (MANH) | 5.8 | $144M | 583k | 246.68 | |
| Box Cl A (BOX) | 5.6 | $140M | 5.3M | 26.44 | |
| Servicenow (NOW) | 5.1 | $128M | 163k | 786.67 | |
| CoStar (CSGP) | 4.7 | $119M | 1.6M | 74.14 | |
| Pagerduty (PD) | 4.1 | $103M | 4.5M | 22.93 | |
| Verint Systems (VRNT) | 4.0 | $101M | 3.1M | 32.20 | |
| PerkinElmer (RVTY) | 4.0 | $100M | 951k | 104.86 | |
| Smartsheet Com Cl A (SMAR) | 3.9 | $98M | 2.2M | 44.08 | |
| Varonis Sys (VRNS) | 3.5 | $87M | 1.8M | 47.97 | |
| PROS Holdings (PRO) | 3.4 | $85M | 3.0M | 28.65 | |
| Entegris (ENTG) | 3.2 | $81M | 595k | 135.40 | |
| Envestnet (ENV) | 2.8 | $69M | 1.1M | 62.59 | |
| Halyard Health (AVNS) | 2.5 | $63M | 3.2M | 19.92 | |
| Procore Technologies (PCOR) | 1.8 | $44M | 667k | 66.31 |
