13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003140
Total Value
$1.10B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 244,899 | $137.6M | 12.51% |
| 2 | PTC INC | PTC | 936,026 | $133.2M | 12.11% |
| 3 | JABIL INC | JBL | 902,879 | $97.4M | 8.86% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 482,021 | $75.4M | 6.85% |
| 5 | RESIDEO TECHNOLOGIES INC | REZI | 4,209,889 | $74.3M | 6.76% |
| 6 | MASONITE INTL CORP | 575385109 | 711,883 | $72.9M | 6.63% |
| 7 | ZUORA INC | 98983V106 | 6,634,596 | $72.8M | 6.61% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 159,953 | $66.6M | 6.05% |
| 9 | SPRINKLR INC | CXM | 4,728,006 | $65.4M | 5.94% |
| 10 | NICE LTD | NCSYF | 305,161 | $63.0M | 5.73% |
| 11 | INTAPP INC | INTA | 1,421,990 | $59.6M | 5.42% |
| 12 | JFROG LTD | FROG | 2,067,828 | $57.3M | 5.21% |
| 13 | MORNINGSTAR INC | MORN | 274,070 | $53.7M | 4.88% |
| 14 | WORKIVA INC | WK | 380,290 | $38.7M | 3.51% |
| 15 | PRIMO WATER CORPORATION | 74167P108 | 2,314,485 | $29.0M | 2.64% |
| 16 | AUTODESK INC | ADSK | 16,222 | $3.3M | 0.30% |