Activity — Praesidium Investment Management Company, LLC
12 moves.
| 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 |
| Q1 2026 as of | Add | Procore Technologies, Inc. Common stock | $1.15M | +20K +3.05% | 679,550 9.25% of portfolio | low |
| Q1 2026 as of | Add | Workiva Inc Common stock | $595.2K | +10K +7.11% | 150,409 2.14% of portfolio | low |