RGM Capital, LLC

CIK: 0001323953SEC EDGAR →

Portfolio Value

$2.1B

Holdings

17

As of

Q4 2025

New Positions

0

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
DT

DYNATRACE INC

4,107,728$178.0M
8.64%
2
NOW

SERVICENOW INC

1,095,795$167.9M
8.15%
3
PKN

REVVITY INC

1,519,388$147.0M
7.14%
4
PCOR

PROCORE TECHNOLOGIES INC

1,963,169$142.8M
6.93%
5
TYL

TYLER TECHNOLOGIES INC

305,043$138.5M
6.72%
6
CSGP

COSTAR GROUP INC

1,995,460$134.2M
6.51%
7
ESTC

ELASTIC N V

1,710,069$129.0M
6.26%
8
TECH

BIO-TECHNE CORP

2,152,052$126.6M
6.14%
9
VEEV

VEEVA SYS INC

556,572$124.2M
6.03%
10
CYBR

CYBERARK SOFTWARE LTD

256,922$114.6M
5.56%

Quarterly Changes

Top Buys

VRNS↑ Increased
$51.5M
NOW↑ Increased
$23.3M
VEEV↑ Increased
$15.7M
TYL↑ Increased
$13.2M
ESTC↑ Increased
$12.1M

Top Sells

PDCLOSED
$69.3M
CSGP↓ Decreased
$42.4M
TENB↓ Decreased
$34.5M
GWRE↓ Decreased
$31.2M
ENQ↓ Decreased
$26.4M

Closed Positions (2)

PD
$69.3M · 4.2M shares
SPSC
$22.8M · 219K shares

Sector Breakdown

Sector# HoldingsValue%
Technology12$1.4B68.8%
Unknown2$256.9M12.5%
Healthcare2$250.8M12.2%
Real Estate1$134.2M6.5%