Q1 2026 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002318
$418.5M
Reported value
12
Positions
2026-03-31
Period end
The Brief · Praesidium Investment Management Company, LLC · Q1 2026
AI · grounded in 13F
Praesidium Investment Management Company, LLC increased its position in DSGX by 85.02%. The fund also accumulated shares in TYL by 76.02% and CELLEBRITE DI LTD by 57.22%. Conversely, the manager trimmed holdings in ALKT by 38.96% and JFROG LTD by 32.94%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 466313103 | JBL | JABIL INC | $67.9M | 16.2% | 255,614 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $51.7M | 12.3% | 2,011,963 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $47.6M | 11.4% | 1,013,484 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $38.7M | 9.25% | 679,550 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $36.9M | 8.81% | 352,756 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $36.5M | 8.71% | 31,460 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $34.4M | 8.22% | 100,441 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $26.4M | 6.31% | 224,358 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $25.7M | 6.14% | 1,863,506 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $22.0M | 5.26% | 307,479 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $21.9M | 5.23% | 1,396,038 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $9.0M | 2.14% | 150,409 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.