Q2 2024 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003530
$526.0M
Reported value
12
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $71.3M | 13.6% | 90,678 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $68.5M | 13.0% | 377,226 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $61.4M | 11.7% | 1,673,768 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $54.5M | 10.4% | 199,209 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $47.2M | 8.98% | 2,676,345 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $47.0M | 8.93% | 431,738 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $44.1M | 8.38% | 1,174,178 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $32.9M | 6.25% | 65,358 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $32.1M | 6.10% | 635,508 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $29.2M | 5.56% | 98,766 | Common | SOLE |
| 98983V106 | ZUOUSD | ZUORA INC | $26.6M | 5.05% | 2,674,257 | Common | SOLE |
| 29260V105 | DAVA | ENDAVA PLC | $11.2M | 2.14% | 384,343 | 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.