13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002394
Total Value
$535.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTAPP INC | INTA | 1,356,920 | $79.2M | 14.80% |
| 2 | SERVICENOW INC | NOW | 78,620 | $62.6M | 11.70% |
| 3 | JFROG LTD | FROG | 1,590,388 | $50.9M | 9.51% |
| 4 | PTC INC | PTC | 325,967 | $50.5M | 9.44% |
| 5 | JABIL INC | JBL | 362,858 | $49.4M | 9.23% |
| 6 | DESCARTES SYS GROUP INC | 249906108 | 452,745 | $45.7M | 8.53% |
| 7 | CYBERARK SOFTWARE LTD | M2682V108 | 119,937 | $40.5M | 7.58% |
| 8 | ALKAMI TECHNOLOGY INC | ALKT | 1,532,322 | $40.2M | 7.52% |
| 9 | TYLER TECHNOLOGIES INC | TYL | 56,600 | $32.9M | 6.15% |
| 10 | MORNINGSTAR INC | MORN | 101,472 | $30.4M | 5.69% |
| 11 | TRADEWEB MKTS INC | 892672106 | 204,042 | $30.3M | 5.66% |
| 12 | PROCORE TECHNOLOGIES INC | PCOR | 297,713 | $19.7M | 3.67% |
| 13 | Q2 HLDGS INC | QTWO | 34,997 | $2.8M | 0.52% |