Praesidium Investment Management Company, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Praesidium Investment Management Company, LLC reported 13 stock positions worth $567.3 million. Its top holding was Jabil (JBL) at 14.0% of the portfolio, followed by Intapp (INTA, 12.6%) and ServiceNow (NOW, 12.4%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 8 and reduced 3. The biggest buy was a new position in Transdigm (TDG) and the biggest sale an exit from PTC (PTC).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $567.3M (Q2 2025)
- SEC Filing
- 0001172661-25-003507 ↗ filed Aug 14, 2025
Holdings Value
Holdings 13 stocks · $567.3M
| JBL Jabil Inc. | 13.97% | 363,488 | $79.3M | Add +0.2% |
| INTA Intapp Inc. | 12.57% | 1,381,392 | $71.3M | Add +1.8% |
| NOW ServiceNow Inc. | 12.40% | 68,411 | $70.3M | Reduce -13.0% |
| FROG Jfrog Ltd. | 11.79% | 1,524,264 | $66.9M | Reduce -4.2% |
| TDG Transdigm Group Inc. | 8.60% | 32,086 | $48.8M | New |
| ALKT Alkami Technology Inc. | 8.22% | 1,547,050 | $46.6M | Add +1.0% |
| DSGX The Descartes Systems Grp | 8.20% | 457,897 | $46.5M | Add +1.1% |
| CYBR Cyberark Software Ltd./Israel | 7.46% | 104,000 | $42.3M | Reduce -13.3% |
| TW Tradeweb Markets Inc. Class A | 6.04% | 234,042 | $34.3M | Add +14.7% |
| TYL Tyler Technologies Inc. | 6.00% | 57,402 | $34.0M | Add +1.4% |
| PCOR Procore Technologies Inc. | 3.64% | 301,425 | $20.6M | Add +1.3% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.60% | 36,173 | $3.4M | Add +3.4% |
| PAR Par Technology Corp. | 0.51% | 41,736 | $2.9M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| TDG Transdigm Group Inc. | New | 8.60% | +8.60 |
| JBL Jabil Inc. | Add +0.2% | 13.97% | +4.75 |
| ALKT Alkami Technology Inc. | Add +1.0% | 8.22% | +0.70 |
| PAR Par Technology Corp. | New | 0.51% | +0.51 |
| TW Tradeweb Markets Inc. Class A | Add +14.7% | 6.04% | +0.38 |
| QTWO Q2 Holdings Inc. | Add +3.4% | 0.60% | +0.07 |
| PCOR Procore Technologies Inc. | Add +1.3% | 3.64% | −0.04 |
| TYL Tyler Technologies Inc. | Add +1.4% | 6.00% | −0.15 |
| DSGX The Descartes Systems Grp | Add +1.1% | 8.20% | −0.33 |
| INTA Intapp Inc. | Add +1.8% | 12.57% | −2.23 |
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 |