13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005048
Total Value
$512.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JABIL INC | JBL | 348,833 | $75.8M | 14.78% |
| 2 | INTAPP INC | INTA | 1,743,083 | $71.3M | 13.91% |
| 3 | JFROG LTD | FROG | 1,495,777 | $70.8M | 13.81% |
| 4 | SERVICENOW INC | NOW | 67,266 | $61.9M | 12.07% |
| 5 | ALKAMI TECHNOLOGY INC | ALKT | 2,017,572 | $50.1M | 9.78% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 653,902 | $47.7M | 9.30% |
| 7 | TRANSDIGM GROUP INC | TDG | 31,512 | $41.5M | 8.10% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 56,477 | $29.5M | 5.76% |
| 9 | TRADEWEB MKTS INC | 892672106 | 224,691 | $24.9M | 4.86% |
| 10 | DESCARTES SYS GROUP INC | 249906108 | 251,840 | $23.7M | 4.63% |
| 11 | WORKIVA INC | WK | 87,921 | $7.6M | 1.48% |
| 12 | CELLEBRITE DI LTD | CLBT | 269,453 | $5.0M | 0.97% |
| 13 | Q2 HLDGS INC | QTWO | 38,816 | $2.8M | 0.55% |