Q1 2025 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002394
$535.1M
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45827U109 | INTA | INTAPP INC | $79.2M | 14.8% | 1,356,920 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $62.6M | 11.7% | 78,620 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $50.9M | 9.51% | 1,590,388 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $50.5M | 9.44% | 325,967 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $49.4M | 9.23% | 362,858 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $45.7M | 8.53% | 452,745 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $40.5M | 7.58% | 119,937 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $40.2M | 7.52% | 1,532,322 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $32.9M | 6.15% | 56,600 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $30.4M | 5.69% | 101,472 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $30.3M | 5.66% | 204,042 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $19.7M | 3.67% | 297,713 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $2.8M | 0.52% | 34,997 | 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.