RGM Capital, LLC

CIK 1323953 · View on SEC EDGAR ↗

Portfolio value
$2.1B
#1,483 of 9,443 by 13F value · top 15.7%
Positions
17
As of
Dec. 31, 2025 Data as of Q4 2025

Portfolio value QoQ: -13.3% 13F does not disclose cash

Top 10 holdings weight
68.10%
Top 25 holdings weight
100.00%
Positions above 1%
17
Effective number of positions
16.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q4 2025: 7.94% Est. buys $210,076,568 · sells $176,152,949

Median holding: 5.0 quarters Tracked Q4 2024–Q4 2025 · 73.9% still held

New positions
0
Increased
8
Decreased
9
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q4 2025
-10.3%
S&P 500 total return (same window)
+17.9%
Excess return
-28.1%

Annualized: -10.3% · S&P 500: +17.9%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.0% · Options excluded: 0.0%

Sector breakdown

Technology
69.0%
Healthcare
19.3%
Real Estate
6.5%
Financial Services
5.2%

Full portfolio 17 positions

Type Streak 8Q trend
DT Dynatrace, Inc. Common Stock $178,028,932 8.64% 4,107,728 $-22,604,504 Down ×1
NOW ServiceNow, Inc. Common Stock $167,864,836 8.15% 1,095,795 $23,294,370 Up ×3
RVTY Revvity, Inc. Common Stock $147,000,789 7.14% 1,519,388 $-1,074,069 Down ×1
PCOR Procore Technologies, Inc. Common Stock $142,800,913 6.93% 1,963,169 $-8,465,137 Down ×1
TYL Tyler Technologies, Inc. Common Stock $138,474,270 6.72% 305,043 $-13,174,119 Up ×2
CSGP CoStar Group, Inc. - Common Stock $134,174,730 6.51% 1,995,460 $-42,386,622 Down ×3
ESTC Elastic N.V. Ordinary Shares $129,007,605 6.26% 1,710,069 $-12,065,179 Up ×4
TECH Bio-Techne Corp - Common Stock $126,562,178 6.14% 2,152,052 $-1,389,715 Down ×1
VEEV Veeva Systems Inc. Class A Common Stock $124,243,568 6.03% 556,572 $-15,699,059 Up ×4
CYBR CyberArk Software Ltd. - Ordinary Shares $114,602,627 5.56% 256,922 $-1,702,207 Up ×1
ENTG Entegris, Inc. - Common Stock $109,916,173 5.34% 1,304,643 $-26,434,681 Down ×1
JKHY Jack Henry & Associates, Inc. - Common Stock $107,472,873 5.22% 588,957 $18,851,034 Down ×1
VRNS Varonis Systems, Inc. - Common Stock $103,651,050 5.03% 3,160,093 $-51,489,962 Up ×1
BOX Box, Inc. Class A Common Stock $99,605,325 4.84% 3,330,168 $257,354 Up ×1
TENB Tenable Holdings, Inc. - Common Stock $95,795,124 4.65% 4,071,191 $-34,496,305 Down ×1
GWRE Guidewire Software, Inc. Common Stock $73,920,221 3.59% 367,744 $-31,230,615 Down ×4
MANH Manhattan Associates, Inc. - Common Stock $66,630,069 3.23% 384,456 $-3,771,542 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
NOW $167,864,836 8.15% up ×3
ESTC $129,007,605 6.26% up ×4
VEEV $124,243,568 6.03% up ×4

Top movers (QoQ)

Security Action Shares Δ Value Δ
VRNS Bought more +461K -$51.5M
CSGP Trimmed -97K -$42.4M
TENB Trimmed -397K -$34.5M
GWRE Trimmed -90K -$31.2M
ENTG Trimmed -170K -$26.4M
NOW Bought more +939K +$23.3M
DT Trimmed -33K -$22.6M
JKHY Trimmed -6K +$18.9M
VEEV Bought more +87K -$15.7M
TYL Bought more +15K -$13.2M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NICE Sept. 30, 2025 684,441 $115,608,929 -30.5%
PD Dec. 31, 2025 4,194,782 $69,297,799 -5.9%
VRNT March 31, 2025 2,101,187 $57,677,583 No longer tracked
AVNS March 31, 2025 2,986,519 $47,545,382 No longer tracked
PRO June 30, 2025 1,852,770 $35,258,213 No longer tracked
SPSC Dec. 31, 2025 219,085 $22,815,512 -10.6%