Praesidium Investment Management Company, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Praesidium Investment Management Company, LLC reported 13 stock positions worth $596.1 million. Its top holding was Intapp (INTA) at 15.5% of the portfolio, followed by ServiceNow (NOW, 13.6%) and PTC (PTC, 11.4%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 2 and reduced 1. The biggest buy was Intapp (INTA, shares +15%) and the biggest sale an exit from Endava PLC- Spon ADR (DAVA).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001320769
Portfolio Value
$596.1M (Q3 2024)
SEC Filing
0001172661-24-005205 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $677.9M Q1 2024 Q2 2024: $526.0M Q2 2024 Q3 2024: $596.1M $596.1M Q3 2024 Q4 2024: $596.2M Q4 2024 Q1 2025: $535.1M Q1 2025 Q2 2025: $567.3M Q2 2025 Q3 2025: $512.7M Q3 2025 Q4 2025: $540.0M Q4 2025 Q1 2026: $418.5M Q1 2026 Q2 2026: $214.5M Q2 2026

Holdings 13 stocks · $596.1M
INTA Intapp Inc. 15.49% 1,930,095 $92.3M Add +15.3%
NOW ServiceNow Inc. 13.60% 90,678 $81.1M No change
PTC PTC Inc. 11.43% 377,226 $68.1M No change
CYBR Cyberark Software Ltd./Israel 9.74% 199,209 $58.1M No change
JBL Jabil Inc. 8.68% 431,738 $51.7M No change
ZETA Zeta Global Holdings Corp. Class A 8.20% 1,638,585 $48.9M Reduce -38.8%
FROG Jfrog Ltd. 7.70% 1,581,670 $45.9M Add +34.7%
TYL Tyler Technologies Inc. 6.40% 65,358 $38.2M No change
GXO Gxo Logistics Inc. 5.55% 635,508 $33.1M No change
MORN Morningstar Inc. 5.29% 98,766 $31.5M No change
ZUO Zuora Inc. Class A 3.87% 2,674,257 $23.1M No change
PCOR Procore Technologies Inc. 3.57% 345,289 $21.3M New
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.47% 35,331 $2.8M New

Portfolio Sells Q2 2024 → Q3 2024
DAVA Endava PLC- Spon ADR Sold out 0.00% −2.14
ZETA Zeta Global Holdings Corp. Class A Reduce -38.8% 8.20% −0.78

Portfolio Buys Q2 2024 → Q3 2024
INTA Intapp Inc. Add +15.3% 15.49% +3.82
PCOR Procore Technologies Inc. New 3.57% +3.57
QTWO Q2 Holdings Inc. New 0.47% +0.47
FROG Jfrog Ltd. Add +34.7% 7.70% −0.68

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$214.5MFROG, JBL, CLBT, TYL, INTA
Q1 2026 12$418.5MJBL, INTA, FROG, PCOR, NOW
Q4 2025 12$540.0MFROG, INTA, JBL, ALKT, NOW
Q3 2025 13$512.7MJBL, INTA, FROG, NOW, ALKT
Q2 2025 13$567.3MJBL, INTA, NOW, FROG, TDG
Q1 2025 13$535.1MINTA, NOW, FROG, PTC, JBL
Q4 2024 12$596.2MINTA, NOW, PTC, CYBR, JBL
Q3 2024 13$596.1MINTA, NOW, PTC, CYBR, JBL
Q2 2024 12$526.0MNOW, PTC, INTA, CYBR, ZETA
Q1 2024 12$677.9MPTC, NOW, JBL, CYBR, FROG