Q4 2025 · 13F-HR
Praesidium Investment Management Company, LLCholdings as filed
Filed 2026-02-17 · accession 0001172661-26-001217
$540.0M
Reported value
12
Positions
2025-12-31
Period end
The Brief · Praesidium Investment Management Company, LLC · Q4 2025
AI · grounded in 13F
Praesidium Investment Management Company, LLC increased its position in CELLEBRITE DI LTD by 339.88%. The fund also grew its holdings in WK by 59.72% and ALKT by 13.36%. Conversely, the manager closed its position in QTWO, resulting in a decrease of $2.81M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M6191J100 | FROG | JFROG LTD | $94.4M | 17.5% | 1,511,290 | Common | SOLE |
| 45827U109 | INTA | INTAPP INC | $84.4M | 15.6% | 1,841,850 | Common | SOLE |
| 466313103 | JBL | JABIL INC | $79.6M | 14.7% | 348,980 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $52.8M | 9.77% | 2,287,096 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $52.1M | 9.64% | 339,805 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $48.0M | 8.88% | 659,451 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $34.8M | 6.45% | 26,200 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $25.9M | 4.80% | 57,063 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $21.4M | 3.96% | 1,185,274 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $20.1M | 3.72% | 186,840 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $14.6M | 2.70% | 166,188 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $12.1M | 2.24% | 140,427 | 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.