Praesidium Investment Management Company, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Praesidium Investment Management Company, LLC reported 13 stock positions worth $512.7 million. Its top holding was Jabil (JBL) at 14.8% of the portfolio, followed by Intapp (INTA, 13.9%) and Jfrog (FROG, 13.8%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 4 and reduced 7. The biggest buy was Procore Technologies (PCOR, shares +117%) and the biggest sale an exit from Cyberark Software Ltd./Israel (CYBR).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $512.7M (Q3 2025)
- SEC Filing
- 0001172661-25-005048 ↗ filed Nov 14, 2025
Holdings Value
Holdings 13 stocks · $512.7M
| JBL Jabil Inc. | 14.78% | 348,833 | $75.8M | Reduce -4.0% |
| INTA Intapp Inc. | 13.91% | 1,743,083 | $71.3M | Add +26.2% |
| FROG Jfrog Ltd. | 13.81% | 1,495,777 | $70.8M | Reduce -1.9% |
| NOW ServiceNow Inc. | 12.07% | 67,266 | $61.9M | Reduce -1.7% |
| ALKT Alkami Technology Inc. | 9.78% | 2,017,572 | $50.1M | Add +30.4% |
| PCOR Procore Technologies Inc. | 9.30% | 653,902 | $47.7M | Add +116.9% |
| TDG Transdigm Group Inc. | 8.10% | 31,512 | $41.5M | Reduce -1.8% |
| TYL Tyler Technologies Inc. | 5.76% | 56,477 | $29.5M | Reduce -1.6% |
| TW Tradeweb Markets Inc. Class A | 4.86% | 224,691 | $24.9M | Reduce -4.0% |
| DSGX The Descartes Systems Grp | 4.63% | 251,840 | $23.7M | Reduce -45.0% |
| WK Workiva Inc. | 1.48% | 87,921 | $7.6M | New |
| CLBT Cellebrite Di Ltd. | 0.97% | 269,453 | $5.0M | New |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 0.55% | 38,816 | $2.8M | Add +7.3% |
Portfolio Sells Q2 2025 → Q3 2025
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −7.46 |
| DSGX The Descartes Systems Grp | Reduce -45.0% | 4.63% | −3.58 |
| TW Tradeweb Markets Inc. Class A | Reduce -4.0% | 4.86% | −1.18 |
| PAR Par Technology Corp. | Sold out | 0.00% | −0.51 |
| TDG Transdigm Group Inc. | Reduce -1.8% | 8.10% | −0.50 |
| NOW ServiceNow Inc. | Reduce -1.7% | 12.07% | −0.32 |
| TYL Tyler Technologies Inc. | Reduce -1.6% | 5.76% | −0.24 |
| JBL Jabil Inc. | Reduce -4.0% | 14.78% | +0.80 |
| FROG Jfrog Ltd. | Reduce -1.9% | 13.81% | +2.02 |
Portfolio Buys Q2 2025 → Q3 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 |