13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003507
Total Value
$567.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JABIL INC | JBL | 363,488 | $79.3M | 13.97% |
| 2 | INTAPP INC | INTA | 1,381,392 | $71.3M | 12.57% |
| 3 | SERVICENOW INC | NOW | 68,411 | $70.3M | 12.40% |
| 4 | JFROG LTD | FROG | 1,524,264 | $66.9M | 11.79% |
| 5 | TRANSDIGM GROUP INC | TDG | 32,086 | $48.8M | 8.60% |
| 6 | ALKAMI TECHNOLOGY INC | ALKT | 1,547,050 | $46.6M | 8.22% |
| 7 | DESCARTES SYS GROUP INC | 249906108 | 457,897 | $46.5M | 8.20% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 104,000 | $42.3M | 7.46% |
| 9 | TRADEWEB MKTS INC | 892672106 | 234,042 | $34.3M | 6.04% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 57,402 | $34.0M | 6.00% |
| 11 | PROCORE TECHNOLOGIES INC | PCOR | 301,425 | $20.6M | 3.64% |
| 12 | Q2 HLDGS INC | QTWO | 36,173 | $3.4M | 0.60% |
| 13 | PAR TECHNOLOGY CORP | PAR | 41,736 | $2.9M | 0.51% |