Praesidium Investment Management Company, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Praesidium Investment Management Company, LLC reported 13 stock positions worth $535.1 million. Its top holding was Intapp (INTA) at 14.8% of the portfolio, followed by ServiceNow (NOW, 11.7%) and Jfrog (FROG, 9.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 2 and reduced 9. The biggest buy was a new position in Alkami Technology (ALKT) and the biggest sale Intapp (INTA, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $535.1M (Q1 2025)
- SEC Filing
- 0001172661-25-002394 ↗ filed May 15, 2025
Holdings Value
Holdings 13 stocks · $535.1M
| INTA Intapp Inc. | 14.80% | 1,356,920 | $79.2M | Reduce -24.5% |
| NOW ServiceNow Inc. | 11.70% | 78,620 | $62.6M | Reduce -6.6% |
| FROG Jfrog Ltd. | 9.51% | 1,590,388 | $50.9M | Add +8.4% |
| PTC PTC Inc. | 9.44% | 325,967 | $50.5M | Reduce -6.7% |
| JBL Jabil Inc. | 9.23% | 362,858 | $49.4M | Reduce -7.8% |
| DSGX The Descartes Systems Grp | 8.53% | 452,745 | $45.7M | Reduce -6.0% |
| CYBR Cyberark Software Ltd./Israel | 7.58% | 119,937 | $40.5M | Reduce -35.2% |
| ALKT Alkami Technology Inc. | 7.52% | 1,532,322 | $40.2M | New |
| TYL Tyler Technologies Inc. | 6.15% | 56,600 | $32.9M | Reduce -6.6% |
| MORN Morningstar Inc. | 5.69% | 101,472 | $30.4M | Add +12.7% |
| TW Tradeweb Markets Inc. Class A | 5.66% | 204,042 | $30.3M | New |
| PCOR Procore Technologies Inc. | 3.67% | 297,713 | $19.7M | Reduce -6.9% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.52% | 34,997 | $2.8M | Reduce -0.9% |
Portfolio Sells Q4 2024 → Q1 2025
| INTA Intapp Inc. | Reduce -24.5% | 14.80% | −4.52 |
| NOW ServiceNow Inc. | Reduce -6.6% | 11.70% | −3.27 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −3.11 |
| CYBR Cyberark Software Ltd./Israel | Reduce -35.2% | 7.58% | −2.77 |
| PTC PTC Inc. | Reduce -6.7% | 9.44% | −1.34 |
| DSGX The Descartes Systems Grp | Reduce -6.0% | 8.53% | −0.65 |
| PCOR Procore Technologies Inc. | Reduce -6.9% | 3.67% | −0.35 |
| JBL Jabil Inc. | Reduce -7.8% | 9.23% | −0.27 |
| QTWO Q2 Holdings Inc. | Reduce -0.9% | 0.52% | −0.07 |
| TYL Tyler Technologies Inc. | Reduce -6.6% | 6.15% | +0.29 |
Portfolio Buys Q4 2024 → Q1 2025
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 |