Praesidium Investment Management Company, LLC

Registered adviser

CIK

1320769

Location

New York, NY

Portfolio Value

Small $214,464,260

Diversification

Diversified

Filing Date

Global Rank

#6,306 / 8,828 ▼ 2333

Top Industry

Software - Application 70.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 137980

Roster of Nov 1, 2026

Regulatory AUM

$582,904,963

Main clients

Other (68% of AUM)

Private funds

2 funds · Hedge funds

Focus by fund count, roster of Nov 1, 2026

$187,425,840 gross assets

Private funds on Schedule D 7.B.(1)

As filed Mar 26, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$148,088,871 gross assets in 2 funds Hedge funds $148,088,871 (2)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$582,904,963	Other (68%)
Apr 2025 to Mar 2026	$693,501,253	Other (73%)
Apr 2024 to Mar 2025	$897,508,542	Other (84%)
May 2023 to Mar 2024	$1,220,621,279	Other (86%)
Apr 2023	$1,220,621,279	Other (86%)
Apr 2022 to Mar 2023	$2,032,297,631	Other (90%)

3 earlier changes not shown.

Stated strategy

Fundamental active, Value, Activist, Quantitative / systematic Form ADV Part 2A, Mar 24, 2026 · original

In the firm's words

Fundamental active: Our strategy is focused on identifying long-only equity investments in the securities of undervalued public companies using in depth, bottoms-up research.
Value: If the public market price for the security is significantly below our fair valuation, we may attempt to purchase the security for our clients’ portfolios.
Activist: In many cases, we seek to work with the management teams of portfolio companies with the goal of increasing the value of the company.
Quantitative / systematic: Performing this combined qualitative and quantitative approach to stock selection encompasses the majority of our daily activity.

Schedule 13D/13G stakes

Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.

No stake currently held at or above 5%.

A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 1 exited, below-5% or retired stake

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.2% of the book (60%+)

Turnover

Low turnover

27.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+), a floor since 18.3% of the book was already held when coverage starts

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.5%; sector active share 63.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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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	Held (qtrs)	Est. cost/share	% of Portfolio
FROG	JFrog Ltd Technology	Reduced	500,984	-512,500	$45,529,425	−4.3%	14	$25.97	21.23%
JBL	Jabil Inc Technology	Reduced	65,664	-189,950	$25,312,158	−62.7%	14	$83.35	11.80%
CLBT	Cellebrite DI Ltd. Technology	Reduced	1,494,438	-369,068	$21,818,794	−15.0%	4	$16.58	10.17%
TYL	Tyler Technologies Inc Technology	Reduced	67,606	-32,835	$19,772,050	−42.5%	26+	before history	9.22%
INTA	Intapp, Inc. Technology	Reduced	783,868	-1,228,095	$19,761,312	−61.8%	15	$40.48	9.21%
NOW	ServiceNow, Inc. Technology	Reduced	196,540	-156,216	$19,512,491	−47.1%	26+	before history	9.10%
PCOR	Procore Technologies, Inc. Technology	Reduced	421,489	-258,061	$17,120,883	−55.8%	8	$65.81	7.98%
ALKT	Alkami Technology, Inc. Technology	Reduced	704,497	-691,541	$12,765,485	−41.6%	6	$29.13	5.95%
DSGX	Descartes Systems Group Inc Technology	Reduced	169,619	-137,860	$11,744,419	−46.6%	7	$94.15	5.48%
TDG	TransDigm Group INC Industrials	Reduced	8,081	-23,379	$10,764,215	−70.5%	5	$1,388.85	5.02%
TW	Tradeweb Markets Inc. Financial Services	Reduced	57,636	-166,722	$5,744,003	−78.2%	6	$130.53	2.68%
WK	Workiva Inc Technology	Reduced	95,218	-55,191	$4,619,025	−48.5%	4	$79.45	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.