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Size ($ in 1000's)
At 12/31/2023: $2,440,207
At 09/30/2023: $2,188,648
RGM Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RGM Capital LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the RGM Capital LLC top holdings by largest position size, as per the latest 13f filing made by RGM Capital LLC.
In the RGM Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by RGM Capital LLC in that top holding, then the share count change between reporting periods, and finally the RGM Capital LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| CYBERARK SOFTWARE LTD |
1,009,710 |
-124,818 |
$221,177 | | CYBR | 1,009,710 | -124,818 | $221,177 | | GUIDEWIRE SOFTWARE INC |
1,821,910 |
-113,609 |
$198,661 | | GWRE | 1,821,910 | -113,609 | $198,661 | | NICE LTD |
939,292 |
+32,244 |
$187,398 | | NICE | 939,292 | +32,244 | $187,398 | | DYNATRACE INC |
3,415,583 |
-99,777 |
$186,798 | | DT | 3,415,583 | -99,777 | $186,798 | | TENABLE HLDGS INC |
3,837,967 |
+104,261 |
$176,777 | | TENB | 3,837,967 | +104,261 | $176,777 | | TYLER TECHNOLOGIES INC |
397,516 |
+5,062 |
$166,209 | | TYL | 397,516 | +5,062 | $166,209 | | BOX INC |
5,794,878 |
+344,991 |
$148,407 | | BOX | 5,794,878 | +344,991 | $148,407 | | MANHATTAN ASSOCIATES INC |
656,159 |
-83,731 |
$141,284 | | MANH | 656,159 | -83,731 | $141,284 | | COSTAR GROUP INC |
1,592,626 |
+39,994 |
$139,180 | | CSGP | 1,592,626 | +39,994 | $139,180 | | SERVICENOW INC |
189,494 |
-75,000 |
$133,876 | | NOW | 189,494 | -75,000 | $133,876 | | PROS HOLDINGS INC |
2,782,097 |
-231,688 |
$107,918 | | PRO | 2,782,097 | -231,688 | $107,918 | | PAGERDUTY INC |
4,394,522 |
+128,722 |
$101,733 | | PD | 4,394,522 | +128,722 | $101,733 | | VERINT SYS INC |
3,167,336 |
+155,942 |
$85,613 | | VRNT | 3,167,336 | +155,942 | $85,613 | | SMARTSHEET INC |
1,733,804 |
+480,597 |
$82,911 | | SMAR | 1,733,804 | +480,597 | $82,911 | | VARONIS SYS INC |
1,776,172 |
-70,717 |
$80,425 | | VRNS | 1,776,172 | -70,717 | $80,425 | | REVVITY INC |
733,946 |
+733,946 |
$80,228 | | RVTY | 733,946 | +733,946 | $80,228 | | ENTEGRIS INC |
605,184 |
+9,123 |
$72,513 | | ENTG | 605,184 | +9,123 | $72,513 | | AVANOS MED INC |
3,171,455 |
+219,764 |
$71,136 | | AVNS | 3,171,455 | +219,764 | $71,136 |
See Full List: All Stocks Held By RGM Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By RGM Capital LLC
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