13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002518
Total Value
$677.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PTC INC | PTC | 510,566 | $96.5M | 14.23% |
| 2 | SERVICENOW INC | NOW | 118,581 | $90.4M | 13.34% |
| 3 | JABIL INC | JBL | 612,838 | $82.1M | 12.11% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 279,071 | $74.1M | 10.94% |
| 5 | JFROG LTD | FROG | 1,582,038 | $70.0M | 10.32% |
| 6 | ZETA GLOBAL HOLDINGS CORP | ZETA | 5,508,506 | $60.2M | 8.88% |
| 7 | INTAPP INC | INTA | 1,559,436 | $53.5M | 7.89% |
| 8 | MORNINGSTAR INC | MORN | 140,192 | $43.2M | 6.38% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 94,783 | $40.3M | 5.94% |
| 10 | ZUORA INC | 98983V106 | 3,749,066 | $34.2M | 5.04% |
| 11 | ENDAVA PLC | DAVA | 457,518 | $17.4M | 2.57% |
| 12 | GXO LOGISTICS INCORPORATED | GXO | 297,557 | $16.0M | 2.36% |