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Livermore
Livermore
ZHEN

RGM Capital, LLC

SEC CIK
0001323953
Latest filing
May 14, 2026

The latest 13F from RGM Capital, LLC covers Q1 2026 (filed May 14, 2026) and reports no long positions. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q1 2026

Share counts compared with Q4 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
17
Est. −$2.06B

Top 5 holdings

Share of this quarter's portfolio value

This filing reports no long positions.

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DTDynatrace, Inc.
    −$178.0MSold outHistory
  2. NOWServiceNow, Inc.
    −$167.9MSold outHistory
  3. RVTYRevvity, Inc.
    −$147.0MSold outHistory
  4. PCORProcore Technologies, Inc.
    −$142.8MSold outHistory
  5. TYLTyler Technologies Inc
    −$138.5MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. DTDynatrace, Inc.
    −8.64 pp8.6% → 0.0%History
  2. NOWServiceNow, Inc.
    −8.15 pp8.1% → 0.0%History
  3. RVTYRevvity, Inc.
    −7.14 pp7.1% → 0.0%History
  4. PCORProcore Technologies, Inc.
    −6.93 pp6.9% → 0.0%History
  5. TYLTyler Technologies Inc
    −6.72 pp6.7% → 0.0%History

Metrics

13F metrics for Q1 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$0
−$2.06B (−100.0%) vs. prior quarter
Positions
0
−17 vs. prior quarter
Top 10 concentration
–
Top 10 as share of value
Turnover
0.0%
Q1 2026, one quarter
Average holding period
–
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

21 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.50B (Q2 2024)

Q1 2021: $2.29BQ2 2021: $2.16BQ3 2021: $2.04BQ4 2021: $2.40BQ1 2022: $2.41BQ2 2022: $1.91BQ3 2022: $1.55BQ4 2022: $1.72BQ1 2023: $2.10BQ2 2023: $2.24BQ3 2023: $2.19BQ4 2023: $2.44BQ1 2024: $2.48BQ2 2024: $2.50BQ3 2024: $2.31BQ4 2024: $2.42BQ1 2025: $2.41BQ2 2025: $2.47BQ3 2025: $2.38BQ4 2025: $2.06B
Q1 2021Q1 2026
13F filings of RGM Capital, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q1 2026May 14, 20260$0–vs. Q4 2025SEC
Q4 2025Feb 17, 202617$2.06BDTNOWRVTYvs. Q3 2025SEC
Q3 2025Nov 13, 202519$2.38BDTCSGPVRNSvs. Q2 2025SEC
Q2 2025Aug 14, 202520$2.47BDTCyberark Software LtdTYLvs. Q1 2025SEC
Q1 2025May 14, 202520$2.41BDTCyberark Software LtdTYLvs. Q4 2024SEC
Q4 2024Feb 13, 202520$2.42BDTCyberark Software LtdTYLvs. Q3 2024SEC
Q3 2024Nov 13, 202419$2.31BDTCyberark Software LtdTYLvs. Q2 2024SEC
Q2 2024Aug 13, 202420$2.50BCyberark Software LtdGWRETYLvs. Q1 2024SEC
Q1 2024May 14, 202419$2.48BNICECyberark Software LtdGWREvs. Q4 2023SEC
Q4 2023Feb 13, 202419$2.44BCyberark Software LtdGWRENICEvs. Q3 2023SEC
Q3 2023Nov 13, 202319$2.19BCyberark Software LtdGWRETENBvs. Q2 2023SEC
Q2 2023Aug 11, 202318$2.24BCyberark Software LtdTENBMANHvs. Q1 2023SEC
Q1 2023May 12, 202318$2.10BNICECyberark Software LtdTENBvs. Q4 2022SEC
Q4 2022Feb 13, 202318$1.72BCyberark Software LtdNICETENBvs. Q3 2022SEC
Q3 2022Nov 14, 202217$1.55BCyberark Software LtdNICEMANHvs. Q2 2022SEC
Q2 2022Aug 12, 202218$1.91BNICECyberark Software LtdBOXvs. Q1 2022SEC
Q1 2022May 13, 202219$2.41BCyberark Software LtdNICETENBvs. Q4 2021SEC
Q4 2021Feb 11, 202221$2.40BNICECyberark Software LtdTENBvs. Q3 2021SEC
Q3 2021Nov 15, 2021Amended18$2.04BNICECyberark Software LtdTENBvs. Q2 2021SEC
Q2 2021Aug 13, 202120$2.16BNICECSODCyberark Software Ltdvs. Q1 2021SEC
Q1 2021May 14, 202123$2.29BPFPTNICEBOX–SEC

13D and 13G filings

Companies where RGM Capital, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

RGM Capital, LLC does not currently report owning 5% or more of any company.

Latest filings

15 filings on file made by RGM Capital, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by RGM Capital, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
PROPROS Holdings, Inc.Feb 13, 202612:42 PM ET13G/A0.00%0 shares−5.40 ppfrom 5.40%Below 5%Dec 31, 2025SEC
PDPagerDuty, Inc.Feb 13, 202612:26 PM ET13G/A0.00%0 shares−5.60 ppfrom 5.60%Below 5%Dec 31, 2025SEC
AVNSAvanos Medical, Inc.Feb 13, 202612:11 PM ET13G/A0.00%0 shares−6.50 ppfrom 6.50%Below 5%Dec 31, 2025SEC
PROPROS Holdings, Inc.Feb 13, 20256:14 PM ET13G/A5.40%2.54M shares–Dec 31, 2024SEC
PDPagerDuty, Inc.Feb 13, 20256:04 PM ET13G5.60%5.02M sharesNewDec 31, 2024SEC
AVNSAvanos Medical, Inc.Feb 13, 20255:53 PM ET13G/A6.50%2.99M shares–Dec 31, 2024SEC
VRNTVerint Systems IncFeb 13, 20255:31 PM ET13G/A3.40%2.10M shares–Below 5%Dec 31, 2024SEC
VRNTVerint Systems IncFeb 14, 202413GOld format–New–SEC
PROPROS Holdings, Inc.Feb 14, 202413G/AOld format–––SEC
AVNSAvanos Medical, Inc.Feb 14, 202413G/AOld format–––SEC
PROPROS Holdings, Inc.Feb 13, 202313G/AOld format–––SEC
AVNSAvanos Medical, Inc.Feb 13, 202313G/AOld format–––SEC
PROPROS Holdings, Inc.Feb 11, 202213GOld format–New–SEC
AVNSAvanos Medical, Inc.Feb 11, 202213GOld format–New–SEC
LMNXLuminex CorpFeb 16, 202113G/AOld format–––SEC