13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005205
Total Value
$596.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTAPP INC | INTA | 1,930,095 | $92.3M | 15.49% |
| 2 | SERVICENOW INC | NOW | 90,678 | $81.1M | 13.60% |
| 3 | PTC INC | PTC | 377,226 | $68.1M | 11.43% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 199,209 | $58.1M | 9.74% |
| 5 | JABIL INC | JBL | 431,738 | $51.7M | 8.68% |
| 6 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,638,585 | $48.9M | 8.20% |
| 7 | JFROG LTD | FROG | 1,581,670 | $45.9M | 7.70% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 65,358 | $38.2M | 6.40% |
| 9 | GXO LOGISTICS INCORPORATED | GXO | 635,508 | $33.1M | 5.55% |
| 10 | MORNINGSTAR INC | MORN | 98,766 | $31.5M | 5.29% |
| 11 | ZUORA INC | 98983V106 | 2,674,257 | $23.1M | 3.87% |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 345,289 | $21.3M | 3.57% |
| 13 | Q2 HLDGS INC | QTWO | 35,331 | $2.8M | 0.47% |