Praesidium Investment Management Company, LLC 13F Holdings · Q2 2026
Praesidium Investment Management Company, LLC reported 12 securities worth $214.46M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FROG (21.23%), JBL (11.80%), CLBT (10.17%). Among its top 25 positions this quarter: 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FROG | JFROG LTD | $45.5M | 21.23% | 500,984 | Trimmed |
| 2 | JBL | JABIL INC | $25.3M | 11.80% | 65,664 | Trimmed |
| 3 | CLBT | CELLEBRITE DI LTD | $21.8M | 10.17% | 1.5M | Trimmed |
| 4 | TYL | TYLER TECHNOLOGIES INC | $19.8M | 9.22% | 67,606 | Trimmed |
| 5 | INTA | INTAPP INC | $19.8M | 9.21% | 783,868 | Trimmed |
| 6 | NOW | SERVICENOW INC | $19.5M | 9.10% | 196,540 | Trimmed |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $17.1M | 7.98% | 421,489 | Trimmed |
| 8 | ALKT | ALKAMI TECHNOLOGY INC | $12.8M | 5.95% | 704,497 | Trimmed |
| 9 | DSGX | DESCARTES SYS GROUP INC | $11.7M | 5.48% | 169,619 | Trimmed |
| 10 | TDG | TRANSDIGM GROUP INC | $10.8M | 5.02% | 8,081 | Trimmed |
| 11 | TW | TRADEWEB MKTS INC | $5.7M | 2.68% | 57,636 | Trimmed |
| 12 | WK | WORKIVA INC | $4.6M | 2.15% | 95,218 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR