Praesidium Investment Management Company, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
PI
Praesidium Investment Management Company, LLC
Institutional Filer 22.50%$418.5M12

Current Portfolio Holdings

Showing all 12 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1JBLJabil Inc.Technology256K$67.9M16.22%
2INTAIntapp, Inc.Technology2.0M$51.7M12.35%
3FROGJFrog Ltd.Technology1.0M$47.6M11.36%
4PCORProcore Technologies, Inc.Technology680K$38.7M9.25%
5NOWServiceNow, Inc.Technology353K$36.9M8.81%
6TDGTransDigm Group IncorporatedIndustrials31K$36.5M8.71%
7TYLTyler Technologies, Inc.Technology100K$34.4M8.22%
8TWTradeweb Markets Inc.Financial Services224K$26.4M6.31%
9CLBTCellebrite DI Ltd.Technology1.9M$25.7M6.14%
10DSGXThe Descartes Systems Group Inc.Technology307K$22.0M5.26%
11ALKTAlkami Technology, Inc.Technology1.4M$21.9M5.23%
12WKWorkiva Inc.Technology150K$9.0M2.14%
Showing 1 to 12 of 12 holdings
Praesidium Investment Management Company, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner