Praesidium Investment Management Company, LLC

CIK

1320769

Location

New York, NY

Portfolio Value

Small $214,464,260

Diversification

Diversified

Filing Date

Global Rank

#4,429 / 8,700 ▼ 538

Top Industry

Software - Application 70.3%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.2%

+5.0 pts

Top 5

61.6%

+3.6 pts

Top 10

95.2%

+2.5 pts

HHI

1,112

Diversified+124

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	92.3%	$197,956,042	10
Industrials	5.0%	$10,764,215	1
Financial Services	2.7%	$5,744,003	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
INTA	Intapp, Inc.	−1,228,095	783,868	$19,761,312
ALKT	Alkami Technology, Inc.	−691,541	704,497	$12,765,485
FROG	JFrog Ltd	−512,500	500,984	$45,529,425
CLBT	Cellebrite DI Ltd.	−369,068	1,494,438	$21,818,794
PCOR	Procore Technologies, Inc.	−258,061	421,489	$17,120,883
JBL	Jabil Inc	−189,950	65,664	$25,312,158
TW	Tradeweb Markets Inc.	−166,722	57,636	$5,744,003
NOW	ServiceNow, Inc.	−156,216	196,540	$19,512,491
DSGX	Descartes Systems Group Inc	−137,860	169,619	$11,744,419
WK	Workiva Inc	−55,191	95,218	$4,619,025
TYL	Tyler Technologies Inc	−32,835	67,606	$19,772,050
TDG	TransDigm Group INC	−23,379	8,081	$10,764,215
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

12 tracked positions · $214,464,260 total · filing declares 12 positions · $214,464,266 · as of Jun 30, 2026

All sectors Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FROG	JFrog Ltd Technology	Reduced	500,984	-512,500	$45,529,425	−4.3%	21.23%
JBL	Jabil Inc Technology	Reduced	65,664	-189,950	$25,312,158	−62.7%	11.80%
CLBT	Cellebrite DI Ltd. Technology	Reduced	1,494,438	-369,068	$21,818,794	−15.0%	10.17%
TYL	Tyler Technologies Inc Technology	Reduced	67,606	-32,835	$19,772,050	−42.5%	9.22%
INTA	Intapp, Inc. Technology	Reduced	783,868	-1,228,095	$19,761,312	−61.8%	9.21%
NOW	ServiceNow, Inc. Technology	Reduced	196,540	-156,216	$19,512,491	−47.1%	9.10%
PCOR	Procore Technologies, Inc. Technology	Reduced	421,489	-258,061	$17,120,883	−55.8%	7.98%
ALKT	Alkami Technology, Inc. Technology	Reduced	704,497	-691,541	$12,765,485	−41.6%	5.95%
DSGX	Descartes Systems Group Inc Technology	Reduced	169,619	-137,860	$11,744,419	−46.6%	5.48%
TDG	TransDigm Group INC Industrials	Reduced	8,081	-23,379	$10,764,215	−70.5%	5.02%
TW	Tradeweb Markets Inc. Financial Services	Reduced	57,636	-166,722	$5,744,003	−78.2%	2.68%
WK	Workiva Inc Technology	Reduced	95,218	-55,191	$4,619,025	−48.5%	2.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.