13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004033
Total Value
$776.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JABIL INC | JBL | 877,471 | $111.3M | 14.34% |
| 2 | SERVICENOW INC | NOW | 184,398 | $103.1M | 13.27% |
| 3 | PTC INC | PTC | 703,859 | $99.7M | 12.84% |
| 4 | SPRINKLR INC | CXM | 4,453,692 | $61.6M | 7.94% |
| 5 | CYBERARK SOFTWARE LTD | M2682V108 | 364,494 | $59.7M | 7.69% |
| 6 | ZUORA INC | 98983V106 | 6,774,933 | $55.8M | 7.19% |
| 7 | RESIDEO TECHNOLOGIES INC | REZI | 3,078,429 | $48.6M | 6.26% |
| 8 | MASONITE INTL CORP | 575385109 | 520,640 | $48.5M | 6.25% |
| 9 | MORNINGSTAR INC | MORN | 200,750 | $47.0M | 6.06% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 120,707 | $46.6M | 6.00% |
| 11 | JFROG LTD | FROG | 1,824,908 | $46.3M | 5.96% |
| 12 | INTAPP INC | INTA | 1,340,826 | $44.9M | 5.79% |
| 13 | ZETA GLOBAL HOLDINGS CORP | ZETA | 374,750 | $3.1M | 0.40% |