Q3 2024 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2024-11-14 · accession 0001172661-24-005205
$596.1M
Reported value
13
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45827U109 | INTA | INTAPP INC | $92.3M | 15.5% | 1,930,095 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $81.1M | 13.6% | 90,678 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $68.1M | 11.4% | 377,226 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $58.1M | 9.74% | 199,209 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $51.7M | 8.68% | 431,738 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $48.9M | 8.20% | 1,638,585 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $45.9M | 7.70% | 1,581,670 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $38.2M | 6.40% | 65,358 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $33.1M | 5.55% | 635,508 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $31.5M | 5.29% | 98,766 | Common | SOLE |
| 98983V106 | ZUOUSD | ZUORA INC | $23.1M | 3.87% | 2,674,257 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $21.3M | 3.57% | 345,289 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $2.8M | 0.47% | 35,331 | 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.