13F HOLDINGS REPORT
Praesidium Investment Management Company, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001217
Total Value
$540.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JFROG LTD | FROG | 1,511,290 | $94.4M | 17.48% |
| 2 | INTAPP INC | INTA | 1,841,850 | $84.4M | 15.63% |
| 3 | JABIL INC | JBL | 348,980 | $79.6M | 14.73% |
| 4 | ALKAMI TECHNOLOGY INC | ALKT | 2,287,096 | $52.8M | 9.77% |
| 5 | SERVICENOW INC | NOW | 339,805 | $52.1M | 9.64% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 659,451 | $48.0M | 8.88% |
| 7 | TRANSDIGM GROUP INC | TDG | 26,200 | $34.8M | 6.45% |
| 8 | TYLER TECHNOLOGIES INC | TYL | 57,063 | $25.9M | 4.80% |
| 9 | CELLEBRITE DI LTD | CLBT | 1,185,274 | $21.4M | 3.96% |
| 10 | TRADEWEB MKTS INC | 892672106 | 186,840 | $20.1M | 3.72% |
| 11 | DESCARTES SYS GROUP INC | 249906108 | 166,188 | $14.6M | 2.70% |
| 12 | WORKIVA INC | WK | 140,427 | $12.1M | 2.24% |