Praesidium Investment Management Company, LLC

CIK

1320769

City

New York

State / Country

NY

Stock

DSGX — Descartes Systems Group Inc

Top Portfolio Positions

12 positions · $418,538,812 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
JBL	Jabil Inc Technology	255,614	$67,898,746	16.22%
INTA	Intapp, Inc. Technology	2,011,963	$51,687,329	12.35%
FROG	JFrog Ltd Technology	1,013,484	$47,562,804	11.36%
PCOR	Procore Technologies, Inc. Technology	679,550	$38,734,350	9.25%
NOW	ServiceNow, Inc. Technology	352,756	$36,880,639	8.81%
TDG	TransDigm Group INC Industrials	31,460	$36,460,881	8.71%
TYL	Tyler Technologies Inc Technology	100,441	$34,388,989	8.22%
TW	Tradeweb Markets Inc. Financial Services	224,358	$26,397,962	6.31%
CLBT	Cellebrite DI Ltd. Technology	1,863,506	$25,679,112	6.14%
DSGX	Descartes Systems Group Inc Technology	307,479	$22,003,197	5.26%

Portfolio Trend

25 quarters · across all stocks

Holdings in DSGX

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,003,197	307,479	+85.0%	Shares	Sole	2026-05-15
2025-12-31	$14,568,040	166,188	-34.0%	Shares	Sole	2026-02-17
2025-09-30	$23,730,883	251,840	-45.0%	Shares	Sole	2025-11-14
2025-06-30	$46,545,230	457,897	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$45,650,278	452,745	-6.0%	Shares	Sole	2025-05-15
2024-12-31	$54,723,960	481,725	-43.3%	Shares	Sole	2025-02-14
2021-12-31	$70,194,823	848,994	-5.2%	Shares	Sole	2022-02-15
2021-09-30	$72,754,597	895,331	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$62,776,117	907,694	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$55,201,271	906,276	-4.7%	Shares	Sole	2021-05-17
2020-12-31	$55,587,813	950,544	-0.0%	Shares	Sole	2021-02-16
2020-09-30	$54,169,176	950,670	-3.6%	Shares	Sole	2020-11-16
2020-06-30	$52,165,166	986,109	—	Shares	Sole	2020-08-14
No 13F history on record for this holder in this stock.