Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Praesidium Investment Management Company, LLC (CIK 1320769) reported $418.5M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBL ($67.9M, 16.22%), INTA ($51.7M, 12.35%), FROG ($47.6M, 11.36%), PCOR ($38.7M, 9.25%), NOW ($36.9M, 8.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JBL | JABIL INC | $67.9M | 16.22% | 255,614 | Trimmed |
| 2 | INTA | INTAPP INC | $51.7M | 12.35% | 2.0M | Added |
| 3 | FROG | JFROG LTD | $47.6M | 11.36% | 1.0M | Trimmed |
| 4 | PCOR | PROCORE TECHNOLOGIES INC | $38.7M | 9.25% | 679,550 | Added |
| 5 | NOW | SERVICENOW INC | $36.9M | 8.81% | 352,756 | Added |
| 6 | TDG | TRANSDIGM GROUP INC | $36.5M | 8.71% | 31,460 | Added |
| 7 | TYL | TYLER TECHNOLOGIES INC | $34.4M | 8.22% | 100,441 | Added |
| 8 | TW | TRADEWEB MKTS INC | $26.4M | 6.31% | 224,358 | Added |
| 9 | CLBT | CELLEBRITE DI LTD | $25.7M | 6.14% | 1.9M | Added |
| 10 | DSGX | DESCARTES SYS GROUP INC | $22.0M | 5.26% | 307,479 | Added |
| 11 | ALKT | ALKAMI TECHNOLOGY INC | $21.9M | 5.23% | 1.4M | Trimmed |
| 12 | WK | WORKIVA INC | $9.0M | 2.14% | 150,409 | Added |
Source: SEC Form 13F filings · as of 2026-03-31