RGM Capital, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), RGM Capital, LLC reported 20 stock positions worth $2.5 billion. Its top holding was Cyberark Software Ltd./Israel (CYBR) at 8.9% of the portfolio, followed by Guidewire Software (GWRE, 8.2%) and Tyler Technologies (TYL, 8.0%). Compared with Q1 2024, it opened 1 new position, added to 10 and reduced 5. The biggest buy was a new position in Procore Technologies (PCOR) and the biggest sale Envestnet (ENV, shares −18%).
- Most Recent 13F
- Q1 2026
- Location
- NAPLES, FL
- CIK
- 0001323953
- Portfolio Value
- $2.5B (Q2 2024)
- SEC Filing
- 0001323953-24-000011 ↗ filed Aug 13, 2024
Holdings Value
Holdings 20 stocks · $2.5B
| CYBR Cyberark Software Ltd./Israel | 8.92% | 814,129 | $222.6M | Add +2.1% |
| GWRE Guidewire Software Inc. | 8.23% | 1,489,910 | $205.4M | Reduce -0.7% |
| TYL Tyler Technologies Inc. | 7.97% | 395,838 | $199.0M | Reduce -1.7% |
| NICE Nice Ltd. - Spon ADR | 7.24% | 1,051,105 | $180.8M | Add +12.5% |
| DT Dynatrace Inc. | 6.90% | 3,848,775 | $172.2M | Add +6.2% |
| TENB Tenable Holdings Inc. | 6.18% | 3,539,236 | $154.2M | Add +4.5% |
| MANH Manhattan Associates Inc. | 5.76% | 583,037 | $143.8M | Add +4.1% |
| BOX Box Inc. Class A | 5.60% | 5,281,907 | $139.7M | No change |
| NOW ServiceNow Inc. | 5.14% | 162,994 | $128.2M | Add +16.0% |
| CSGP Costar Group Inc. | 4.75% | 1,598,078 | $118.5M | No change |
| PD Pagerduty Inc. | 4.14% | 4,504,394 | $103.3M | Add +3.3% |
| VRNT Verint Systems Inc. | 4.04% | 3,132,336 | $100.9M | Reduce -1.1% |
| RVTY Revvity Inc. | 4.00% | 950,858 | $99.7M | Add +6.7% |
| SMAR Smartsheet Inc. Class A | 3.93% | 2,223,763 | $98.0M | Add +7.6% |
| VRNS Varonis Systems Inc. | 3.50% | 1,821,172 | $87.4M | No change |
| PRO Pros Holdings Inc. | 3.42% | 2,978,677 | $85.3M | Add +5.9% |
| ENTG Entegris Inc. | 3.23% | 595,184 | $80.6M | Reduce -1.6% |
| ENV Envestnet Inc. | 2.76% | 1,099,168 | $68.8M | Reduce -18.2% |
| AVNS Avanos Medical Inc. | 2.53% | 3,171,455 | $63.2M | No change |
| PCOR Procore Technologies Inc. | 1.77% | 666,606 | $44.2M | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| PCOR Procore Technologies Inc. | New | 1.77% | +1.77 |
| NOW ServiceNow Inc. | Add +16.0% | 5.14% | +0.82 |
| SMAR Smartsheet Inc. Class A | Add +7.6% | 3.93% | +0.72 |
| CYBR Cyberark Software Ltd./Israel | Add +2.1% | 8.92% | +0.37 |
| RVTY Revvity Inc. | Add +6.7% | 4.00% | +0.22 |
| PD Pagerduty Inc. | Add +3.3% | 4.14% | +0.15 |
| DT Dynatrace Inc. | Add +6.2% | 6.90% | +0.11 |
| MANH Manhattan Associates Inc. | Add +4.1% | 5.76% | +0.11 |
| TENB Tenable Holdings Inc. | Add +4.5% | 6.18% | −0.57 |
| PRO Pros Holdings Inc. | Add +5.9% | 3.42% | −0.70 |
| NICE Nice Ltd. - Spon ADR | Add +12.5% | 7.24% | −2.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 0 | $0 | |
| Q4 2025 | 17 | $2.1B | DT, NOW, RVTY, PCOR, TYL |
| Q3 2025 | 19 | $2.4B | DT, CSGP, VRNS, TYL, PCOR |
| Q2 2025 | 20 | $2.5B | DT, CYBR, TYL, CSGP, RVTY |
| Q1 2025 | 20 | $2.4B | DT, CYBR, TYL, CSGP, GWRE |
| Q4 2024 | 20 | $2.4B | DT, CYBR, TYL, GWRE, CSGP |
| Q3 2024 | 19 | $2.3B | DT, CYBR, TYL, GWRE, NICE |
| Q2 2024 | 20 | $2.5B | CYBR, GWRE, TYL, NICE, DT |
| Q1 2024 | 19 | $2.5B | NICE, CYBR, GWRE, TYL, DT |