13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001294
Total Value
$983.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 365,986 | $142.1M | 14.44% |
| 2 | PTC INC | PTC | 1,061,447 | $127.4M | 12.95% |
| 3 | MASONITE INTL CORP | 575385109 | 1,327,545 | $107.0M | 10.88% |
| 4 | PRIMO WATER CORPORATION | 74167P108 | 5,775,714 | $89.8M | 9.12% |
| 5 | WORKIVA INC | WK | 1,044,476 | $87.7M | 8.91% |
| 6 | RESIDEO TECHNOLOGIES INC | REZI | 4,488,697 | $73.8M | 7.50% |
| 7 | CYBERARK SOFTWARE LTD | M2682V108 | 554,723 | $71.9M | 7.31% |
| 8 | MORNINGSTAR INC | MORN | 298,676 | $64.7M | 6.57% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 180,794 | $58.3M | 5.92% |
| 10 | NICE LTD | NCSYF | 303,077 | $58.3M | 5.92% |
| 11 | ZUORA INC | 98983V106 | 4,900,796 | $31.2M | 3.17% |
| 12 | AUTODESK INC | ADSK | 158,576 | $29.6M | 3.01% |
| 13 | COUPA SOFTWARE INC | 22266L106 | 363,498 | $28.8M | 2.92% |
| 14 | ISHARES TR | 464287515 | 33,330 | $8.5M | 0.87% |
| 15 | ISHARES TR | 46435G268 | 72,909 | $3.9M | 0.39% |
| 16 | INTAPP INC | INTA | 38,112 | $950,513 | 0.10% |