Praesidium Investment Management Company, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Praesidium Investment Management Company, LLC reported 12 stock positions worth $677.9 million. Its top holding was PTC (PTC) at 14.2% of the portfolio, followed by ServiceNow (NOW, 13.3%) and Jabil (JBL, 12.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 3, added to 1 and reduced 9. The biggest buy was a new position in Endava PLC- Spon ADR (DAVA) and the biggest sale an exit from Sprinklr Class A (CXM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $677.9M (Q1 2024)
- SEC Filing
- 0001172661-24-002518 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $677.9M
| PTC PTC Inc. | 14.23% | 510,566 | $96.5M | Reduce -18.8% |
| NOW ServiceNow Inc. | 13.34% | 118,581 | $90.4M | Reduce -28.1% |
| JBL Jabil Inc. | 12.11% | 612,838 | $82.1M | Reduce -20.9% |
| CYBR Cyberark Software Ltd./Israel | 10.94% | 279,071 | $74.1M | Reduce -14.5% |
| FROG Jfrog Ltd. | 10.32% | 1,582,038 | $70.0M | Reduce -18.6% |
| ZETA Zeta Global Holdings Corp. Class A | 8.88% | 5,508,506 | $60.2M | Reduce -10.9% |
| INTA Intapp Inc. | 7.89% | 1,559,436 | $53.5M | Add +6.3% |
| MORN Morningstar Inc. | 6.38% | 140,192 | $43.2M | Reduce -20.9% |
| TYL Tyler Technologies Inc. | 5.94% | 94,783 | $40.3M | Reduce -12.2% |
| ZUO Zuora Inc. Class A | 5.04% | 3,749,066 | $34.2M | Reduce -35.8% |
| DAVA Endava PLC- Spon ADR | 2.57% | 457,518 | $17.4M | New |
| GXO Gxo Logistics Inc. | 2.36% | 297,557 | $16.0M | New |
Portfolio Sells Q4 2023 → Q1 2024
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −6.40 |
| REZI Resideo Technologies Inc. | Sold out | 0.00% | −2.23 |
| DOOR Masonite International Corp. | Sold out | 0.00% | −1.91 |
| ZUO Zuora Inc. Class A | Reduce -35.8% | 5.04% | −1.73 |
| NOW ServiceNow Inc. | Reduce -28.1% | 13.34% | −1.03 |
| JBL Jabil Inc. | Reduce -20.9% | 12.11% | −0.07 |
| MORN Morningstar Inc. | Reduce -20.9% | 6.38% | +0.12 |
| TYL Tyler Technologies Inc. | Reduce -12.2% | 5.94% | +0.37 |
| PTC PTC Inc. | Reduce -18.8% | 14.23% | +0.66 |
| FROG Jfrog Ltd. | Reduce -18.6% | 10.32% | +2.02 |
| CYBR Cyberark Software Ltd./Israel | Reduce -14.5% | 10.94% | +2.11 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -10.9% | 8.88% | +2.15 |
Portfolio Buys Q4 2023 → Q1 2024
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 |