RGM Capital, LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$2.1T
Holdings
18
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NSYNICE LTD | 778,378 | $178.2B | 8.50% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 1,203,308 | $178.1B | 8.49% | |
| 3 | TENBTENABLE HLDGS INC | 3,567,832 | $169.5B | 8.08% | |
| 4 | TYLTYLER TECHNOLOGIES INC | 442,276 | $156.8B | 7.48% | |
| 5 | MANHMANHATTAN ASSOCIATES INC | 979,618 | $151.7B | 7.23% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 1,807,986 | $148.3B | 7.07% | |
| 7 | DTDYNATRACE INC | 3,466,918 | $146.7B | 6.99% | |
| 8 | NOWSERVICENOW INC | 291,994 | $135.7B | 6.47% | |
| 9 | BOXBOX INC | 4,998,881 | $133.9B | 6.39% | |
| 10 | PDPAGERDUTY INC | 3,733,294 | $130.6B | 6.23% | |
| 11 | VTYVERINT SYS INC | 2,734,441 | $101.8B | 4.86% | |
| 12 | CSGPCOSTAR GROUP INC | 1,376,254 | $94.8B | 4.52% | |
| 13 | PROPROS HOLDINGS INC | 3,146,775 | $86.2B | 4.11% | |
| 14 | AVNSAVANOS MED INC | 2,653,104 | $78.9B | 3.76% | |
| 15 | SPLKCHFSPLUNK INC | 767,208 | $73.6B | 3.51% | |
| 16 | ENVUSDENVESTNET INC | 1,113,658 | $65.3B | 3.12% | |
| 17 | ENQENTEGRIS INC | 585,829 | $48.0B | 2.29% | |
| 18 | VRNSVARONIS SYS INC | 732,952 | $19.1B | 0.91% |