Praesidium Investment Management Company, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Praesidium Investment Management Company, LLC reported 12 stock positions worth $418.5 million. Its top holding was Jabil (JBL) at 16.2% of the portfolio, followed by Intapp (INTA, 12.3%) and Jfrog (FROG, 11.4%). Compared with Q4 2025, it added to 9 and reduced 3. The biggest buy was Tyler Technologies (TYL, shares +76%) and the biggest sale Jfrog (FROG, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001320769
- Portfolio Value
- $418.5M (Q1 2026)
- SEC Filing
- 0001172661-26-002318 ↗ filed May 15, 2026
Holdings Value
Holdings 12 stocks · $418.5M
| JBL Jabil Inc. | 16.22% | 255,614 | $67.9M | Reduce -26.8% |
| INTA Intapp Inc. | 12.35% | 2,011,963 | $51.7M | Add +9.2% |
| FROG Jfrog Ltd. | 11.36% | 1,013,484 | $47.6M | Reduce -32.9% |
| PCOR Procore Technologies Inc. | 9.25% | 679,550 | $38.7M | Add +3.0% |
| NOW ServiceNow Inc. | 8.81% | 352,756 | $36.9M | Add +3.8% |
| TDG Transdigm Group Inc. | 8.71% | 31,460 | $36.5M | Add +20.1% |
| TYL Tyler Technologies Inc. | 8.22% | 100,441 | $34.4M | Add +76.0% |
| TW Tradeweb Markets Inc. Class A | 6.31% | 224,358 | $26.4M | Add +20.1% |
| CLBT Cellebrite Di Ltd. | 6.14% | 1,863,506 | $25.7M | Add +57.2% |
| DSGX The Descartes Systems Grp | 5.26% | 307,479 | $22.0M | Add +85.0% |
| ALKT Alkami Technology Inc. | 5.23% | 1,396,038 | $21.9M | Reduce -39.0% |
| WK Workiva Inc. | 2.14% | 150,409 | $9.0M | Add +7.1% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| TYL Tyler Technologies Inc. | Add +76.0% | 8.22% | +3.42 |
| TW Tradeweb Markets Inc. Class A | Add +20.1% | 6.31% | +2.59 |
| DSGX The Descartes Systems Grp | Add +85.0% | 5.26% | +2.56 |
| TDG Transdigm Group Inc. | Add +20.1% | 8.71% | +2.26 |
| CLBT Cellebrite Di Ltd. | Add +57.2% | 6.14% | +2.18 |
| PCOR Procore Technologies Inc. | Add +3.0% | 9.25% | +0.37 |
| WK Workiva Inc. | Add +7.1% | 2.14% | −0.10 |
| NOW ServiceNow Inc. | Add +3.8% | 8.81% | −0.83 |
| INTA Intapp Inc. | Add +9.2% | 12.35% | −3.28 |
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 |