Praesidium Investment Management Company, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Praesidium Investment Management Company, LLC reported 12 stock positions worth $214.5 million. Its top holding was Jfrog (FROG) at 21.2% of the portfolio, followed by Jabil (JBL, 11.8%) and Cellebrite Di (CLBT, 10.2%). Compared with Q1 2026, it reduced 12. The biggest sale was Jabil (JBL, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $214.5M (Q2 2026)
- SEC Filing
- 0001172661-26-003820 ↗ filed Aug 14, 2026
Holdings Value
Holdings 12 stocks · $214.5M
| FROG Jfrog Ltd. | 21.23% | 500,984 | $45.5M | Reduce -50.6% |
| JBL Jabil Inc. | 11.80% | 65,664 | $25.3M | Reduce -74.3% |
| CLBT Cellebrite Di Ltd. | 10.17% | 1,494,438 | $21.8M | Reduce -19.8% |
| TYL Tyler Technologies Inc. | 9.22% | 67,606 | $19.8M | Reduce -32.7% |
| INTA Intapp Inc. | 9.21% | 783,868 | $19.8M | Reduce -61.0% |
| NOW ServiceNow Inc. | 9.10% | 196,540 | $19.5M | Reduce -44.3% |
| PCOR Procore Technologies Inc. | 7.98% | 421,489 | $17.1M | Reduce -38.0% |
| ALKT Alkami Technology Inc. | 5.95% | 704,497 | $12.8M | Reduce -49.5% |
| DSGX The Descartes Systems Grp | 5.48% | 169,619 | $11.7M | Reduce -44.8% |
| TDG Transdigm Group Inc. | 5.02% | 8,081 | $10.8M | Reduce -74.3% |
| TW Tradeweb Markets Inc. Class A | 2.68% | 57,636 | $5.7M | Reduce -74.3% |
| WK Workiva Inc. | 2.15% | 95,218 | $4.6M | Reduce -36.7% |
Portfolio Sells Q1 2026 → Q2 2026
| JBL Jabil Inc. | Reduce -74.3% | 11.80% | −4.42 |
| TDG Transdigm Group Inc. | Reduce -74.3% | 5.02% | −3.69 |
| TW Tradeweb Markets Inc. Class A | Reduce -74.3% | 2.68% | −3.63 |
| INTA Intapp Inc. | Reduce -61.0% | 9.21% | −3.14 |
| PCOR Procore Technologies Inc. | Reduce -38.0% | 7.98% | −1.27 |
| WK Workiva Inc. | Reduce -36.7% | 2.15% | +0.01 |
| DSGX The Descartes Systems Grp | Reduce -44.8% | 5.48% | +0.22 |
| NOW ServiceNow Inc. | Reduce -44.3% | 9.10% | +0.29 |
| ALKT Alkami Technology Inc. | Reduce -49.5% | 5.95% | +0.73 |
| TYL Tyler Technologies Inc. | Reduce -32.7% | 9.22% | +1.00 |
| CLBT Cellebrite Di Ltd. | Reduce -19.8% | 10.17% | +4.04 |
| FROG Jfrog Ltd. | Reduce -50.6% | 21.23% | +9.87 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $214.5M | FROG, JBL, CLBT, TYL, INTA |
| Q1 2026 | 12 | $418.5M | JBL, INTA, FROG, PCOR, NOW |
| Q4 2025 | 12 | $540.0M | FROG, INTA, JBL, ALKT, NOW |
| Q3 2025 | 13 | $512.7M | JBL, INTA, FROG, NOW, ALKT |
| Q2 2025 | 13 | $567.3M | JBL, INTA, NOW, FROG, TDG |
| Q1 2025 | 13 | $535.1M | INTA, NOW, FROG, PTC, JBL |
| Q4 2024 | 12 | $596.2M | INTA, NOW, PTC, CYBR, JBL |
| Q3 2024 | 13 | $596.1M | INTA, NOW, PTC, CYBR, JBL |
| Q2 2024 | 12 | $526.0M | NOW, PTC, INTA, CYBR, ZETA |
| Q1 2024 | 12 | $677.9M | PTC, NOW, JBL, CYBR, FROG |