Institutions / Praesidium Investment Management Company, LLC
Praesidium Investment Management Company, LLC
CIK 1320769 · Institution · as of Mar 31, 2026
Portfolio value
$418.54M
Positions
12
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$418.54M-22.5%Positions
12+0.0%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Jabil Inc | $67.90M | 16.2% |
| Intapp, Inc. | $51.69M | 12.3% |
| JFrog Ltd | $47.56M | 11.4% |
| Procore Technologies, Inc. | $38.73M | 9.3% |
| ServiceNow Inc | $36.88M | 8.8% |
| TransDigm Group Inc. | $36.46M | 8.7% |
| Tyler Technologies, Inc. | $34.39M | 8.2% |
| Tradeweb Markets Inc. | $26.40M | 6.3% |
| Cellebrite di Ltd | $25.68M | 6.1% |
| Descartes Systems Group Inc | $22.00M | 5.3% |
| Alkami Technology, Inc. | $21.88M | 5.2% |
| Workiva Inc | $8.97M | 2.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Jabil Inc Common stock | $-24.80M | -93K -26.75% | 255,614 16.22% of portfolio | medium |
| Q1 2026 as of | Trim | JFrog Ltd Common stock | $-23.36M | -498K -32.94% | 1,013,484 11.36% of portfolio | medium |
| Q1 2026 as of | Add | Tyler Technologies, Inc. Common stock | $14.85M | +43K +76.02% | 100,441 8.22% of portfolio | medium |
| Q1 2026 as of | Trim | Alkami Technology, Inc. Common stock | $-13.96M | -891K -38.96% | 1,396,038 5.23% of portfolio | medium |
| Q1 2026 as of | Add | Descartes Systems Group Inc Common stock | $10.11M | +141K +85.02% | 307,479 5.26% of portfolio | medium |
| Q1 2026 as of | Add | M2197Q107 Common stock | $9.35M | +678K +57.22% | 1,863,506 6.14% of portfolio | medium |
| Q1 2026 as of | Add | TransDigm Group Inc. Common stock | $6.10M | +5K +20.08% | 31,460 8.71% of portfolio | medium |
| Q1 2026 as of | Add | Tradeweb Markets Inc. Common stock | $4.41M | +38K +20.08% | 224,358 6.31% of portfolio | low |
| Q1 2026 as of | Add | Intapp, Inc. Common stock | $4.37M | +170K +9.24% | 2,011,963 12.35% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $1.35M | +13K +3.81% | 352,756 8.81% of portfolio | low |