13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003530
Total Value
$526.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 90,678 | $71.3M | 13.56% |
| 2 | PTC INC | PTC | 377,226 | $68.5M | 13.03% |
| 3 | INTAPP INC | INTA | 1,673,768 | $61.4M | 11.67% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 199,209 | $54.5M | 10.36% |
| 5 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,676,345 | $47.2M | 8.98% |
| 6 | JABIL INC | JBL | 431,738 | $47.0M | 8.93% |
| 7 | JFROG LTD | FROG | 1,174,178 | $44.1M | 8.38% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 65,358 | $32.9M | 6.25% |
| 9 | GXO LOGISTICS INCORPORATED | GXO | 635,508 | $32.1M | 6.10% |
| 10 | MORNINGSTAR INC | MORN | 98,766 | $29.2M | 5.56% |
| 11 | ZUORA INC | 98983V106 | 2,674,257 | $26.6M | 5.05% |
| 12 | ENDAVA PLC | DAVA | 384,343 | $11.2M | 2.14% |