Praesidium Investment Management Company, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Praesidium Investment Management Company, LLC reported 12 stock positions worth $526.0 million. Its top holding was ServiceNow (NOW) at 13.6% of the portfolio, followed by PTC (PTC, 13.0%) and Intapp (INTA, 11.7%). Compared with Q1 2024, it added to 2 and reduced 10. The biggest buy was Intapp (INTA, shares +7%) and the biggest sale Jabil (JBL, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $526.0M (Q2 2024)
- SEC Filing
- 0001172661-24-003530 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $526.0M
| NOW ServiceNow Inc. | 13.56% | 90,678 | $71.3M | Reduce -23.5% |
| PTC PTC Inc. | 13.03% | 377,226 | $68.5M | Reduce -26.1% |
| INTA Intapp Inc. | 11.67% | 1,673,768 | $61.4M | Add +7.3% |
| CYBR Cyberark Software Ltd./Israel | 10.36% | 199,209 | $54.5M | Reduce -28.6% |
| ZETA Zeta Global Holdings Corp. Class A | 8.98% | 2,676,345 | $47.2M | Reduce -51.4% |
| JBL Jabil Inc. | 8.93% | 431,738 | $47.0M | Reduce -29.6% |
| FROG Jfrog Ltd. | 8.38% | 1,174,178 | $44.1M | Reduce -25.8% |
| TYL Tyler Technologies Inc. | 6.25% | 65,358 | $32.9M | Reduce -31.0% |
| GXO Gxo Logistics Inc. | 6.10% | 635,508 | $32.1M | Add +113.6% |
| MORN Morningstar Inc. | 5.56% | 98,766 | $29.2M | Reduce -29.6% |
| ZUO Zuora Inc. Class A | 5.05% | 2,674,257 | $26.6M | Reduce -28.7% |
| DAVA Endava PLC- Spon ADR | 2.14% | 384,343 | $11.2M | Reduce -16.0% |
Portfolio Sells Q1 2024 → Q2 2024
| JBL Jabil Inc. | Reduce -29.6% | 8.93% | −3.18 |
| FROG Jfrog Ltd. | Reduce -25.8% | 8.38% | −1.94 |
| PTC PTC Inc. | Reduce -26.1% | 13.03% | −1.20 |
| MORN Morningstar Inc. | Reduce -29.6% | 5.56% | −0.82 |
| CYBR Cyberark Software Ltd./Israel | Reduce -28.6% | 10.36% | −0.58 |
| DAVA Endava PLC- Spon ADR | Reduce -16.0% | 2.14% | −0.43 |
| ZUO Zuora Inc. Class A | Reduce -28.7% | 5.05% | +0.00 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -51.4% | 8.98% | +0.10 |
| NOW ServiceNow Inc. | Reduce -23.5% | 13.56% | +0.23 |
| TYL Tyler Technologies Inc. | Reduce -31.0% | 6.25% | +0.30 |
Portfolio Buys Q1 2024 → Q2 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 |