Praesidium Investment Management Company, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Praesidium Investment Management Company, LLC reported 12 stock positions worth $540.0 million. Its top holding was Jfrog (FROG) at 17.5% of the portfolio, followed by Intapp (INTA, 15.6%) and Jabil (JBL, 14.7%). Compared with Q3 2025, it sold out of 1, added to 9 and reduced 3. The biggest buy was Jfrog (FROG, shares +1%) and the biggest sale Descartes Systems Grp (DSGX, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $540.0M (Q4 2025)
- SEC Filing
- 0001172661-26-001217 ↗ filed Feb 17, 2026
Holdings Value
Holdings 12 stocks · $540.0M
| FROG Jfrog Ltd. | 17.48% | 1,511,290 | $94.4M | Add +1.0% |
| INTA Intapp Inc. | 15.63% | 1,841,850 | $84.4M | Add +5.7% |
| JBL Jabil Inc. | 14.73% | 348,980 | $79.6M | Add +0.0% |
| ALKT Alkami Technology Inc. | 9.77% | 2,287,096 | $52.8M | Add +13.4% |
| NOW ServiceNow Inc. | 9.64% | 339,805 | $52.1M | Add +1.0% |
| PCOR Procore Technologies Inc. | 8.88% | 659,451 | $48.0M | Add +0.8% |
| TDG Transdigm Group Inc. | 6.45% | 26,200 | $34.8M | Reduce -16.9% |
| TYL Tyler Technologies Inc. | 4.80% | 57,063 | $25.9M | Add +1.0% |
| CLBT Cellebrite Di Ltd. | 3.96% | 1,185,274 | $21.4M | Add +339.9% |
| TW Tradeweb Markets Inc. Class A | 3.72% | 186,840 | $20.1M | Reduce -16.9% |
| DSGX The Descartes Systems Grp | 2.70% | 166,188 | $14.6M | Reduce -34.0% |
| WK Workiva Inc. | 2.24% | 140,427 | $12.1M | Add +59.7% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| FROG Jfrog Ltd. | Add +1.0% | 17.48% | +3.67 |
| CLBT Cellebrite Di Ltd. | Add +339.9% | 3.96% | +2.98 |
| INTA Intapp Inc. | Add +5.7% | 15.63% | +1.72 |
| WK Workiva Inc. | Add +59.7% | 2.24% | +0.77 |
| ALKT Alkami Technology Inc. | Add +13.4% | 9.77% | −0.01 |
| JBL Jabil Inc. | Add +0.0% | 14.73% | −0.04 |
| PCOR Procore Technologies Inc. | Add +0.8% | 8.88% | −0.42 |
| TYL Tyler Technologies Inc. | Add +1.0% | 4.80% | −0.97 |
| NOW ServiceNow Inc. | Add +1.0% | 9.64% | −2.44 |
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 |