RGM Capital, LLC
CIK 1323953 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- DT7.91%
- CYBR7.34%
- TYL7.33%
- CSGP7.31%
- GWRE7.18%
- RVTY6.53%
- ENTG5.66%
- TENB5.47%
- NICE5.28%
- PCOR4.90%
Share classes counted separately64.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CYBRWeight decreased · -1.27 pp8.61% → 7.34%Shares -101.66K (-16.24%)
- NOWWeight decreased · -1.24 pp4.44% → 3.20%Shares -4.50K (-4.43%)
- DTWeight decreased · -1.19 pp9.10% → 7.91%Shares -8.28K (-0.20%)
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 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DTDYNATRACE INCCOM NEW View history and evidence | $190.77M | 7.91% | 4.05M shares | 9.10% → 7.91%-1.19 pp -8.28K (-0.20%) | Reduced | ↗▾ |
| 02 | CYBRCYBERARK SOFTWARE LTD/ISRAELSHS View history and evidence | $177.16M | 7.34% | 524.15K shares | 8.61% → 7.34%-1.27 pp -101.66K (-16.24%) | Reduced | ↗▾ |
| 03 | TYLTYLER TECHNOLOGIES INC View history and evidence | $176.93M | 7.33% | 304.32K shares | 8.08% → 7.33%-0.75 pp -35.00K (-10.31%) | Reduced | ↗▾ |
| 04 | CSGPCOSTAR GROUP INC View history and evidence | $176.49M | 7.31% | 2.23M shares | 6.52% → 7.31%+0.79 pp +21.56K (+0.98%) | Added | ↗▾ |
| 05 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $173.20M | 7.18% | 924.42K shares | 6.60% → 7.18%+0.58 pp -23.86K (-2.52%) | Reduced | ↗▾ |
| 06 | RVTYREVVITY INC View history and evidence | $157.62M | 6.53% | 1.49M shares | 6.09% → 6.53%+0.44 pp +169.20K (+12.81%) | Added | ↗▾ |
| 07 | ENTGENTEGRIS INC View history and evidence | $136.64M | 5.66% | 1.56M shares | 5.72% → 5.66%-0.06 pp +164.70K (+11.79%) | Added | ↗▾ |
| 08 | TENBTENABLE HOLDINGS INC View history and evidence | $131.97M | 5.47% | 3.77M shares | 6.02% → 5.47%-0.55 pp +72.61K (+1.96%) | Added | ↗▾ |
| 09 | NICENICE LTD - SPON ADRSPONSORED ADR View history and evidence | $127.45M | 5.28% | 826.66K shares | 5.34% → 5.28%-0.06 pp +65.54K (+8.61%) | Added | ↗▾ |
| 10 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $118.20M | 4.90% | 1.79M shares | 5.07% → 4.90%-0.17 pp +153.04K (+9.35%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTY VERINT SYSTEMS INC | Non-derivative | -2,101,187 | -$57.68M | SEC filing ↗ | SEC filing ↗ |
| AVNS AVANOS MEDICAL INC | Non-derivative | -2,986,519 | -$47.55M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1323953 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2413151580
}Take these holdings further.
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