13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002283
Total Value
$1.11B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 358,061 | $166.4M | 15.04% |
| 2 | PTC INC | PTC | 1,022,101 | $131.1M | 11.84% |
| 3 | CYBERARK SOFTWARE LTD | M2682V108 | 562,592 | $83.3M | 7.52% |
| 4 | RESIDEO TECHNOLOGIES INC | REZI | 4,127,540 | $75.5M | 6.82% |
| 5 | MASONITE INTL CORP | 575385109 | 798,028 | $72.4M | 6.55% |
| 6 | PRIMO WATER CORPORATION | 74167P108 | 4,711,880 | $72.3M | 6.54% |
| 7 | ZUORA INC | 98983V106 | 7,233,026 | $71.5M | 6.46% |
| 8 | NICE LTD | NCSYF | 303,739 | $69.5M | 6.28% |
| 9 | WORKIVA INC | WK | 649,003 | $66.5M | 6.01% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 174,465 | $61.9M | 5.59% |
| 11 | MORNINGSTAR INC | MORN | 301,840 | $61.3M | 5.54% |
| 12 | JABIL INC | JBL | 587,389 | $51.8M | 4.68% |
| 13 | SPRINKLR INC | CXM | 3,598,688 | $46.6M | 4.21% |
| 14 | JFROG LTD | FROG | 1,875,778 | $37.0M | 3.34% |
| 15 | AUTODESK INC | ADSK | 157,762 | $32.8M | 2.97% |
| 16 | INTAPP INC | INTA | 153,884 | $6.9M | 0.62% |