Praesidium Investment Management Company, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Praesidium Investment Management Company, LLC reported 12 stock positions worth $596.2 million. Its top holding was Intapp (INTA) at 19.3% of the portfolio, followed by ServiceNow (NOW, 15.0%) and PTC (PTC, 10.8%). Compared with Q3 2024, it opened 1 new position, sold out of 2 and reduced 10. The biggest buy was a new position in Descartes Systems Grp (DSGX) and the biggest sale an exit from Zeta Global Class A (ZETA).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $596.2M (Q4 2024)
- SEC Filing
- 0001172661-25-001158 ↗ filed Feb 14, 2025
Holdings Value
Holdings 12 stocks · $596.2M
| INTA Intapp Inc. | 19.32% | 1,797,391 | $115.2M | Reduce -6.9% |
| NOW ServiceNow Inc. | 14.96% | 84,150 | $89.2M | Reduce -7.2% |
| PTC PTC Inc. | 10.78% | 349,438 | $64.3M | Reduce -7.4% |
| CYBR Cyberark Software Ltd./Israel | 10.35% | 185,136 | $61.7M | Reduce -7.1% |
| JBL Jabil Inc. | 9.50% | 393,663 | $56.6M | Reduce -8.8% |
| DSGX The Descartes Systems Grp | 9.18% | 481,725 | $54.7M | New |
| FROG Jfrog Ltd. | 7.24% | 1,467,228 | $43.2M | Reduce -7.2% |
| TYL Tyler Technologies Inc. | 5.86% | 60,628 | $35.0M | Reduce -7.2% |
| MORN Morningstar Inc. | 5.09% | 90,058 | $30.3M | Reduce -8.8% |
| PCOR Procore Technologies Inc. | 4.02% | 319,763 | $24.0M | Reduce -7.4% |
| GXO Gxo Logistics Inc. | 3.11% | 426,249 | $18.5M | Reduce -32.9% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.60% | 35,331 | $3.6M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| ZETA Zeta Global Holdings Corp. Class A | Sold out | 0.00% | −8.20 |
| ZUO Zuora Inc. Class A | Sold out | 0.00% | −3.87 |
| GXO Gxo Logistics Inc. | Reduce -32.9% | 3.11% | −2.44 |
| PTC PTC Inc. | Reduce -7.4% | 10.78% | −0.66 |
| TYL Tyler Technologies Inc. | Reduce -7.2% | 5.86% | −0.54 |
| FROG Jfrog Ltd. | Reduce -7.2% | 7.24% | −0.47 |
| MORN Morningstar Inc. | Reduce -8.8% | 5.09% | −0.20 |
| PCOR Procore Technologies Inc. | Reduce -7.4% | 4.02% | +0.44 |
| CYBR Cyberark Software Ltd./Israel | Reduce -7.1% | 10.35% | +0.60 |
| JBL Jabil Inc. | Reduce -8.8% | 9.50% | +0.82 |
| NOW ServiceNow Inc. | Reduce -7.2% | 14.96% | +1.36 |
| INTA Intapp Inc. | Reduce -6.9% | 19.32% | +3.84 |
Portfolio Buys Q3 2024 → Q4 2024
| DSGX The Descartes Systems Grp | New | 9.18% | +9.18 |
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 |