Institutional
Praesidium Investment Management Company, LLC
CIK 0001320769
$418.5M
Reported AUM
12
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Praesidium Investment Management Company, LLC · Q1 2026
AI · grounded in 13F
Praesidium Investment Management Company, LLC increased its position in DSGX by 85.02%. The fund also accumulated shares in TYL by 76.02% and CELLEBRITE DI LTD by 57.22%. Conversely, the manager trimmed holdings in ALKT by 38.96% and JFROG LTD by 32.94%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JBL | JABIL INC | $353.24 | -5.51% | 100.26% | 502.89% | $67.9M | 16.22% | −93,366 | −26.8% |
| 2 | INTA | INTAPP INC | $24.35 | -0.16% | -58.18% | -28.17% | $51.7M | 12.35% | +170,113 | +9.2% |
| 3 | FROG | JFROG LTD | $84.00 | -2.51% | 96.49% | 91.69% | $47.6M | 11.36% | −497,806 | −32.9% |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | $48.57 | -4.20% | -28.43% | -52.97% | $38.7M | 9.25% | +20,099 | +3.0% |
| 5 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $36.9M | 8.81% | +12,951 | +3.8% |
| 6 | TDG | TRANSDIGM GROUP INC | $1238.74 | 0.87% | -9.69% | 132.48% | $36.5M | 8.71% | +5,260 | +20.1% |
| 7 | TYL | TYLER TECHNOLOGIES INC | $312.07 | 1.27% | -45.84% | -36.65% | $34.4M | 8.22% | +43,378 | +76.0% |
| 8 | TW | TRADEWEB MKTS INC | $102.53 | 1.92% | -26.39% | 20.69% | $26.4M | 6.31% | +37,518 | +20.1% |
| 9 | CLBT | CELLEBRITE DI LTD | $13.81 | -3.36% | -16.45% | 38.93% | $25.7M | 6.14% | +678,232 | +57.2% |
| 10 | DSGX | DESCARTES SYS GROUP INC | $75.46 | -3.14% | -26.20% | 3.85% | $22.0M | 5.26% | +141,291 | +85.0% |
| 11 | ALKT | ALKAMI TECHNOLOGY INC | $15.89 | -1.79% | -47.83% | -49.22% | $21.9M | 5.23% | −891,058 | −39.0% |
| 12 | WK | WORKIVA INC | $49.13 | 0.16% | -29.01% | -62.14% | $9.0M | 2.14% | +9,982 | +7.1% |
Source: SEC EDGAR · accession 0001172661-26-002318. 13F discloses long positions only — shorts, foreign equities, and options are excluded.