Q3 2025 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2025-11-14 · accession 0001172661-25-005048
$512.7M
Reported value
13
Positions
2025-09-30
Period end
The Brief · Praesidium Investment Management Company, LLC · Q3 2025
AI · grounded in 13F
Praesidium Investment Management Company, LLC closed its position in CYBERARK SOFTWARE LTD, a move totaling -$42.3M. The fund established new positions in WK for $7.57M and CELLEBRITE DI LTD for $4.99M. Additionally, the manager increased its holdings in PCOR by 116.9% and ALKT by 30.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 466313103 | JBL | JABIL INC | $75.8M | 14.8% | 348,833 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $71.3M | 13.9% | 1,743,083 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $70.8M | 13.8% | 1,495,777 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $61.9M | 12.1% | 67,266 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $50.1M | 9.78% | 2,017,572 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $47.7M | 9.30% | 653,902 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $41.5M | 8.10% | 31,512 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $29.5M | 5.76% | 56,477 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $24.9M | 4.86% | 224,691 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $23.7M | 4.63% | 251,840 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $7.6M | 1.48% | 87,921 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $5.0M | 0.97% | 269,453 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $2.8M | 0.55% | 38,816 | 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.