RC

RGM Capital, LLC

13F
RGM Capital, LLC
Last update 2025-05-15 20 Stocks (2 new)
Value $2.41 Bil Turnover 12 %
Countries:
Top Holdings: DT(7.91%)CYBR(7.34%)TYL(7.33%)CSGP(7.31%)GWRE(7.18%)
Summary Stock Picks Current Portfolio
RGM Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DT
Dynatrace Inc
4,046,101
190,773.7
-0.20%
7.910
-0.02%
1.350
+24.69%
-3.26%
15,866.4
Software
CYBR
CyberArk Software Ltd
524,152
177,163.4
-16.24%
7.340
-1.40%
1.060
+23.38%
+15.88%
19,415.9
Software
TYL
Tyler Technologies Inc
304,318
176,927.4
-10.31%
7.330
-0.83%
0.710
+0.81%
-2.88%
24,150.5
Software
CSGP
CoStar Group Inc
2,227,503
176,485.1
+0.98%
7.310
+0.07%
0.530
+9.25%
+18.75%
35,864.6
Real Estate
GWRE
Guidewire Software Inc
924,419
173,199.1
-2.52%
7.180
-0.17%
1.100
+21.44%
+32.00%
18,735.1
Software
RVTY
Revvity Inc
1,489,791
157,619.9
+12.81%
6.530
+0.74%
1.260
+1.13%
-18.55%
10,693.1
Medical Diagnostics & Research
ENTG
Entegris Inc
1,561,949
136,639.3
+11.79%
5.660
+0.60%
1.030
+35.90%
-7.28%
13,874.3
Semiconductors
TENB
Tenable Holdings Inc
3,772,624
131,966.4
+1.96%
5.470
+0.11%
3.090
+9.33%
-15.46%
4,067.1
Software
NICE
NICE Ltd
826,660
127,446.2
+8.61%
5.280
+0.42%
1.310
+8.12%
-8.46%
9,828.1
Software
PCOR
Procore Technologies Inc
1,790,402
118,202.3
+9.35%
4.900
+0.42%
1.200
+30.52%
-2.00%
10,953.5
Software

RGM Capital, LLC's Historical Top Holdings Breakdowns

RGM Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TECH
Bio-Techne Corp
2025-03-31
New Buy
New Buy
+2.46%
●
58.47 ($67.77) 78.75
$50.27
-25.82%
New holding
1,010,860
1,010,860
JKHY
Jack Henry & Associates Inc
2025-03-31
New Buy
New Buy
+2.44%
●
166.47 ($174.54) 191.28
$176.86
1.33%
New holding
322,842
322,842
VRNT
Verint Systems Inc
2025-03-31
Sold Out
Sold Out
-2.38%
●
17.85 ($23.92) 26.78
$21.60
-9.70%
Sold Out
0
-2,101,187
AVNS
Avanos Medical Inc
2025-03-31
Sold Out
Sold Out
-1.96%
●
13.95 ($15.61) 17.45
$11.39
-27.03%
Sold Out
0
-2,986,519
MANH
Manhattan Associates Inc
2025-03-31
Add
Add
+1.46%
●
163.5 ($208.27) 295.1
$199.73
-4.10%
Add 77.02%
466,725
203,071
VRNS
Varonis Systems Inc
2025-03-31
Add
Add
+1.42%
●
39.16 ($43.01) 46.84
$52.13
21.20%
Add 45.51%
2,706,531
846,475
CYBR
CyberArk Software Ltd
2025-03-31
Reduce
Reduce
-1.40%
●
312.8 ($359.47) 414.31
$386.05
7.39%
Reduce -16.24%
524,152
-101,660
ESTC
Elastic NV
2025-03-31
Add
Add
+1.22%
●
89.1 ($103.79) 117.76
$86.86
-16.31%
Add 38.11%
1,197,030
330,290
TYL
Tyler Technologies Inc
2025-03-31
Reduce
Reduce
-0.83%
●
553.41 ($593.87) 646.74
$560.03
-5.70%
Reduce -10.31%
304,318
-35,000
RVTY
Revvity Inc
2025-03-31
Add
Add
+0.74%
●
105.62 ($115.35) 126.84
$90.72
-21.35%
Add 12.81%
1,489,791
169,200

RGM Capital, LLC Total Holding History ($B)

To

RGM Capital, LLC's Asset Allocation

To

RGM Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RGM Capital, LLC's Hypothetical Growth since 2025-03-31

RGM Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RGM Capital, LLC's Holdings Heat Map

Size field:

RGM Capital, LLC's Holdings Bubble Chart

RGM Capital, LLC News

  • 1

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