Q2 2025 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003507
$567.3M
Reported value
13
Positions
2025-06-30
Period end
The Brief · Praesidium Investment Management Company, LLC · Q2 2025
AI · grounded in 13F
Praesidium Investment Management Company, LLC established a new position in JABIL INC JBL valued at $79.3M. The fund also initiated stakes in INTAPP INC INTA for $71.3M and SERVICENOW INC NOW for $70.3M. Additional new positions include JFROG LTD for $66.9M and TRANSDIGM GROUP INC TDG for $48.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 466313103 | JBL | JABIL INC | $79.3M | 14.0% | 363,488 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $71.3M | 12.6% | 1,381,392 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $70.3M | 12.4% | 68,411 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $66.9M | 11.8% | 1,524,264 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $48.8M | 8.60% | 32,086 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $46.6M | 8.22% | 1,547,050 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $46.5M | 8.20% | 457,897 | Common | SOLE |
| M2682V108 | CYBR | CYBERARK SOFTWARE LTD | $42.3M | 7.46% | 104,000 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $34.3M | 6.04% | 234,042 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $34.0M | 6.00% | 57,402 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $20.6M | 3.64% | 301,425 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $3.4M | 0.60% | 36,173 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $2.9M | 0.51% | 41,736 | 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.