RGM Capital as of June 30, 2025
Portfolio Holdings for RGM Capital
RGM Capital holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dynatrace Com New (DT) | 9.1 | $224M | 4.1M | 55.21 | |
| Cyberark Software SHS (CYBR) | 7.9 | $194M | 477k | 406.88 | |
| Tyler Technologies (TYL) | 6.9 | $171M | 288k | 592.84 | |
| CoStar (CSGP) | 6.9 | $171M | 2.1M | 80.40 | |
| PerkinElmer (RVTY) | 6.3 | $155M | 1.6M | 96.72 | |
| Varonis Sys (VRNS) | 5.6 | $140M | 2.7M | 50.75 | |
| Procore Technologies (PCOR) | 5.4 | $134M | 2.0M | 68.42 | |
| Tenable Hldgs (TENB) | 5.4 | $134M | 4.0M | 33.78 | |
| Elastic N V Ord Shs (ESTC) | 5.1 | $126M | 1.5M | 84.33 | |
| Veeva Sys Cl A Com (VEEV) | 5.1 | $125M | 435k | 287.98 | |
| Entegris (ENTG) | 4.7 | $117M | 1.4M | 80.65 | |
| Nice Sponsored Adr (NICE) | 4.7 | $116M | 684k | 168.91 | |
| Bio-techne Corporation (TECH) | 4.6 | $113M | 2.2M | 51.45 | |
| Guidewire Software (GWRE) | 4.4 | $109M | 464k | 235.45 | |
| Box Cl A (BOX) | 4.3 | $106M | 3.1M | 34.17 | |
| Servicenow (NOW) | 4.0 | $100M | 97k | 1028.08 | |
| Pagerduty (PD) | 3.5 | $86M | 5.7M | 15.28 | |
| Jack Henry & Associates (JKHY) | 3.1 | $76M | 422k | 180.17 | |
| Manhattan Associates (MANH) | 2.8 | $68M | 346k | 197.47 | |
| SPS Commerce (SPSC) | 0.2 | $4.9M | 36k | 136.09 |
