13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001158
Total Value
$596.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTAPP INC | INTA | 1,797,391 | $115.2M | 19.32% |
| 2 | SERVICENOW INC | NOW | 84,150 | $89.2M | 14.96% |
| 3 | PTC INC | PTC | 349,438 | $64.3M | 10.78% |
| 4 | CYBERARK SOFTWARE LTD | M2682V108 | 185,136 | $61.7M | 10.35% |
| 5 | JABIL INC | JBL | 393,663 | $56.6M | 9.50% |
| 6 | DESCARTES SYS GROUP INC | 249906108 | 481,725 | $54.7M | 9.18% |
| 7 | JFROG LTD | FROG | 1,467,228 | $43.2M | 7.24% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 60,628 | $35.0M | 5.86% |
| 9 | MORNINGSTAR INC | MORN | 90,058 | $30.3M | 5.09% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 319,763 | $24.0M | 4.02% |
| 11 | GXO LOGISTICS INCORPORATED | GXO | 426,249 | $18.5M | 3.11% |
| 12 | Q2 HLDGS INC | QTWO | 35,331 | $3.6M | 0.60% |