RGM Capital as of Sept. 30, 2025
Portfolio Holdings for RGM Capital
RGM Capital holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dynatrace Com New (DT) | 8.4 | $201M | 4.1M | 48.45 | |
| CoStar (CSGP) | 7.4 | $177M | 2.1M | 84.37 | |
| Varonis Sys (VRNS) | 6.5 | $155M | 2.7M | 57.47 | |
| Tyler Technologies (TYL) | 6.4 | $152M | 290k | 523.16 | |
| Procore Technologies (PCOR) | 6.4 | $151M | 2.1M | 72.92 | |
| PerkinElmer (RVTY) | 6.2 | $148M | 1.7M | 87.65 | |
| Servicenow (NOW) | 6.1 | $145M | 157k | 920.28 | |
| Elastic N V Ord Shs (ESTC) | 5.9 | $141M | 1.7M | 84.49 | |
| Veeva Sys Cl A Com (VEEV) | 5.9 | $140M | 470k | 297.91 | |
| Entegris (ENTG) | 5.7 | $136M | 1.5M | 92.46 | |
| Tenable Hldgs (TENB) | 5.5 | $130M | 4.5M | 29.16 | |
| Bio-techne Corporation (TECH) | 5.4 | $128M | 2.3M | 55.63 | |
| Cyberark Software SHS (CYBR) | 4.9 | $116M | 241k | 483.15 | |
| Guidewire Software (GWRE) | 4.4 | $105M | 458k | 229.86 | |
| Box Cl A (BOX) | 4.2 | $99M | 3.1M | 32.27 | |
| Jack Henry & Associates (JKHY) | 3.7 | $89M | 595k | 148.93 | |
| Manhattan Associates (MANH) | 3.0 | $70M | 344k | 204.98 | |
| Pagerduty (PD) | 2.9 | $69M | 4.2M | 16.52 | |
| SPS Commerce (SPSC) | 1.0 | $23M | 219k | 104.14 |
