RGM Capital, LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$2.2T
Holdings
18
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 1,235,708 | $193.2B | 8.61% | |
| 2 | TENBTENABLE HLDGS INC | 4,040,154 | $175.9B | 7.84% | |
| 3 | MANHMANHATTAN ASSOCIATES INC | 866,170 | $173.1B | 7.72% | |
| 4 | NOWSERVICENOW INC | 298,494 | $167.7B | 7.48% | |
| 5 | DTDYNATRACE INC | 3,217,281 | $165.6B | 7.38% | |
| 6 | NSYNICE LTD | 793,878 | $163.9B | 7.31% | |
| 7 | BOXBOX INC | 5,099,911 | $149.8B | 6.68% | |
| 8 | GWREGUIDEWIRE SOFTWARE INC | 1,944,119 | $147.9B | 6.59% | |
| 9 | TYLTYLER TECHNOLOGIES INC | 347,875 | $144.9B | 6.46% | |
| 10 | CSGPCOSTAR GROUP INC | 1,400,756 | $124.7B | 5.56% | |
| 11 | VTYVERINT SYS INC | 2,968,662 | $104.1B | 4.64% | |
| 12 | SPLKCHFSPLUNK INC | 976,125 | $103.6B | 4.62% | |
| 13 | PROPROS HOLDINGS INC | 3,246,795 | $100.0B | 4.46% | |
| 14 | PDPAGERDUTY INC | 4,206,905 | $94.6B | 4.22% | |
| 15 | AVNSAVANOS MED INC | 2,762,674 | $70.6B | 3.15% | |
| 16 | ENQENTEGRIS INC | 597,629 | $66.2B | 2.95% | |
| 17 | ENVUSDENVESTNET INC | 830,361 | $49.3B | 2.20% | |
| 18 | VRNSVARONIS SYS INC | 1,810,874 | $48.3B | 2.15% |