RGM Capital, LLC 13F Holdings · last filed Q4 2025
RGM Capital, LLC reported 17 securities worth $2.06B in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: DT (8.64%), NOW (8.15%), RVTY (7.14%). Among its top 25 positions this quarter: 8 added, 9 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DT | DYNATRACE INC | $178.0M | 8.64% | 4.1M | Trimmed |
| 2 | NOW | SERVICENOW INC | $167.9M | 8.15% | 1.1M | Added |
| 3 | RVTY | REVVITY INC | $147.0M | 7.14% | 1.5M | Trimmed |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | $142.8M | 6.93% | 2.0M | Trimmed |
| 5 | TYL | TYLER TECHNOLOGIES INC | $138.5M | 6.72% | 305,043 | Added |
| 6 | CSGP | COSTAR GROUP INC | $134.2M | 6.51% | 2.0M | Trimmed |
| 7 | ESTC | ELASTIC N V | $129.0M | 6.26% | 1.7M | Added |
| 8 | TECH | BIO-TECHNE CORP | $126.6M | 6.14% | 2.2M | Trimmed |
| 9 | VEEV | VEEVA SYS INC | $124.2M | 6.03% | 556,572 | Added |
| 10 | CYBR | CYBERARK SOFTWARE LTD | $114.6M | 5.56% | 256,922 | Added |
| 11 | ENTG | ENTEGRIS INC | $109.9M | 5.34% | 1.3M | Trimmed |
| 12 | JKHY | HENRY JACK & ASSOC INC | $107.5M | 5.22% | 588,957 | Trimmed |
| 13 | VRNS | VARONIS SYS INC | $103.7M | 5.03% | 3.2M | Added |
| 14 | BOX | BOX INC | $99.6M | 4.84% | 3.3M | Added |
| 15 | TENB | TENABLE HLDGS INC | $95.8M | 4.65% | 4.1M | Trimmed |
| 16 | GWRE | GUIDEWIRE SOFTWARE INC | $73.9M | 3.59% | 367,744 | Trimmed |
| 17 | MANH | MANHATTAN ASSOCIATES INC | $66.6M | 3.23% | 384,456 | Added |
| 18 | PD | PAGERDUTY INC | $0 | 0.00% | 0 | Exited |
| 19 | SPSC | SPS COMM INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR