Praesidium Investment Management Company, LLC — 13F Holdings & Portfolio
CIK 1320769 · latest 13F-HR filed 2026-05-15
Praesidium Investment Management Company, LLC manages $418.5M in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are JBL (16.22%), INTA (12.35%), FROG (11.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 4, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$418.5M
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-05-15
+0 / −0 / ↑4 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TYLER TECHNOLOGIES INC$8.5M +32.8%
- DESCARTES SYS GROUP INC$7.4M +51.0%
- TRADEWEB MKTS INC$6.3M +31.4%
- CELLEBRITE DI LTD$4.3M +20.2%
Top Trims
- JFROG LTD-$46.8M -49.6%
- INTAPP INC-$32.7M -38.8%
- ALKAMI TECHNOLOGY INC-$30.9M -58.5%
- SERVICENOW INC-$15.2M -29.2%
- JABIL INC-$11.7M -14.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | JABIL INC | JBL | 466313103 | $67.9M | 16.22% | 255,614 | SH |
| 2 | INTAPP INC | INTA | 45827U109 | $51.7M | 12.35% | 2,011,963 | SH |
| 3 | JFROG LTD | FROG | M6191J100 | $47.6M | 11.36% | 1,013,484 | SH |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $38.7M | 9.25% | 679,550 | SH |
| 5 | SERVICENOW INC | NOW | 81762P102 | $36.9M | 8.81% | 352,756 | SH |
| 6 | TRANSDIGM GROUP INC | TDG | 893641100 | $36.5M | 8.71% | 31,460 | SH |
| 7 | TYLER TECHNOLOGIES INC | TYL | 902252105 | $34.4M | 8.22% | 100,441 | SH |
| 8 | TRADEWEB MKTS INC | TW | 892672106 | $26.4M | 6.31% | 224,358 | SH |
| 9 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $25.7M | 6.14% | 1,863,506 | SH |
| 10 | DESCARTES SYS GROUP INC | DSGX | 249906108 | $22.0M | 5.26% | 307,479 | SH |
| 11 | ALKAMI TECHNOLOGY INC | ALKT | 01644J108 | $21.9M | 5.23% | 1,396,038 | SH |
| 12 | WORKIVA INC | WK | 98139A105 | $9.0M | 2.14% | 150,409 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $418.5M | 12 | 0001172661-26-002318 |
| 2025-12-31 | 2026-02-17 | $540.0M | 12 | 0001172661-26-001217 |
| 2025-09-30 | 2025-11-14 | $512.7M | 13 | 0001172661-25-005048 |