Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RGM Capital, LLC (CIK 1323953) reported $2.06B across 17 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: DT ($178.0M, 8.64%), NOW ($167.9M, 8.15%), RVTY ($147.0M, 7.14%), PCOR ($142.8M, 6.93%), TYL ($138.5M, 6.72%). Source: SEC Form 13F.
| 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