RGM Capital, LLC
CIK 1323953 · Holdings on Mar 31, 2024 · First reported May 14, 2024
Top ten holdings
Q1 2024- NICE9.82%
- CYBR8.54%
- GWRE7.06%
- TYL6.90%
- DT6.79%
- TENB6.75%
- CSGP6.23%
- BOX6.03%
- MANH5.65%
- NOW4.32%
Share classes counted separately68.09%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NICEWeight increased · +2.14 pp7.68% → 9.82%Shares -4.82K (-0.51%)
- NOWWeight decreased · -1.17 pp5.49% → 4.32%Shares -49.00K (-25.86%)
- GWREWeight decreased · -1.08 pp8.14% → 7.06%Shares -322.00K (-17.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NICENICE LTD - SPON ADRSPONSORED ADR View history and evidence | $243.54M | 9.82% | 934.48K shares | 7.68% → 9.82%+2.14 pp -4.82K (-0.51%) | Reduced | ↗▾ |
| 02 | CYBRCYBERARK SOFTWARE LTD/ISRAELSHS View history and evidence | $211.87M | 8.54% | 797.60K shares | 9.06% → 8.54%-0.52 pp -212.11K (-21.01%) | Reduced | ↗▾ |
| 03 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $175.05M | 7.06% | 1.50M shares | 8.14% → 7.06%-1.08 pp -322.00K (-17.67%) | Reduced | ↗▾ |
| 04 | TYLTYLER TECHNOLOGIES INC View history and evidence | $171.07M | 6.90% | 402.52K shares | 6.81% → 6.90%+0.09 pp +5.00K (+1.26%) | Added | ↗▾ |
| 05 | DTDYNATRACE INCCOM NEW View history and evidence | $168.29M | 6.79% | 3.62M shares | 7.66% → 6.79%-0.87 pp +208.19K (+6.10%) | Added | ↗▾ |
| 06 | TENBTENABLE HOLDINGS INC View history and evidence | $167.38M | 6.75% | 3.39M shares | 7.24% → 6.75%-0.49 pp -451.86K (-11.77%) | Reduced | ↗▾ |
| 07 | CSGPCOSTAR GROUP INC View history and evidence | $154.37M | 6.23% | 1.60M shares | 5.70% → 6.23%+0.53 pp +5.45K (+0.34%) | Added | ↗▾ |
| 08 | BOXBOX INC - CLASS ACL A View history and evidence | $149.58M | 6.03% | 5.28M shares | 6.08% → 6.03%-0.05 pp -512.97K (-8.85%) | Reduced | ↗▾ |
| 09 | MANHMANHATTAN ASSOCIATES INC View history and evidence | $140.14M | 5.65% | 560.04K shares | 5.79% → 5.65%-0.14 pp -96.12K (-14.65%) | Reduced | ↗▾ |
| 10 | NOWSERVICENOW INC View history and evidence | $107.11M | 4.32% | 140.49K shares | 5.49% → 4.32%-1.17 pp -49.00K (-25.86%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1323953 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2479504409
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.