Praesidium Investment Management Company, LLC

Investment Portfolio & 13F Holdings Analysis

About

Praesidium Investment Management Company, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PCOR",
  "MORN",
  "QTWO",
  "FROG",
  "INTA",
  "ALKT",
  "NOW",
  "TW",
  "TYL",
  "JBL",
  "PTC",
  "CYBR",
  "DSGX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 13
Total Value: 535079325
Accession Number: 0001172661-25-002394
Form Type: 13F-HR
CIK: 0001320769
Manager Name: Praesidium Investment Management Company, LLC

Data Enrichment

100% identified

13 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $535,079.325K total value

13 positions

Manager:

SEC FilingSEC DataHachi Filing

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Intapp, Inc.

INTA|45827U109

Shares:1.4M

Value:$79.2M

ServiceNow, Inc.

NOW|81762P102

Shares:78.6K

Value:$62.6M

JFrog Ltd

FROG|M6191J100

Shares:1.6M

Value:$50.9M

PTC INC.

PTC|69370C100

Shares:326.0K

Value:$50.5M

JABIL INC

JBL|466313103

Shares:362.9K

Value:$49.4M

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:452.7K

Value:$45.7M

CyberArk Software Ltd.

CYBR|M2682V108

Shares:119.9K

Value:$40.5M

ALKAMI TECHNOLOGY, INC.

ALKT|01644J108

Shares:1.5M

Value:$40.2M

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:56.6K

Value:$32.9M

Morningstar, Inc.

MORN|617700109

Shares:101.5K

Value:$30.4M

Tradeweb Markets Inc.

TW|892672106

Shares:204.0K

Value:$30.3M

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

Shares:297.7K

Value:$19.7M

Q2 Holdings, Inc.

QTWO|74736L109

Shares:35.0K

Value:$2.8M

Instrument	Shares		Other Manager	Value
Intapp, Inc.(INTAcusip45827U109)	1.4M	QoQ -24.50% (-440.5K) YoY -12.98% (-202.5K)	All Managers (Combined)	$79.2M	QoQ -31.23% (-$36.0M) YoY +48.10% (-$25.7M)
Servicenow, Inc.(NOWcusip81762P102)	78.6K	QoQ -6.57% (-5.5K) YoY -33.69% (-40.0K)	All Managers (Combined)	$62.6M	QoQ -29.83% (-$26.6M) YoY -30.76% (-$27.8M)
Jfrog Ltd(FROGcusipM6191J100)	1.6M	QoQ +8.39% (+123.2K) YoY +0.52% (-8.3K)	All Managers (Combined)	$50.9M	QoQ +17.93% (+$7.7M) YoY -27.25% (-$19.1M)
Ptc Inc.(PTCcusip69370C100)	326.0K	QoQ -6.71% (-23.5K) YoY -36.15% (-184.6K)	All Managers (Combined)	$50.5M	QoQ -21.38% (-$13.7M) YoY -47.64% (-$46.0M)
Jabil Inc(JBLcusip466313103)	362.9K	QoQ -7.82% (-30.8K) YoY -40.79% (-250.0K)	All Managers (Combined)	$49.4M	QoQ -12.84% (-$7.3M) YoY -39.85% (-$32.7M)
Descartes Systems Group Inc(DSGXcusip249906108)	452.7K	QoQ -6.01% (-29.0K) YoY NEW(+452.7K)	All Managers (Combined)	$45.7M	QoQ -16.58% (-$9.1M) YoY NEW(+$45.7M)
Cyberark Software Ltd.(CYBRcusipM2682V108)	119.9K	QoQ -35.21% (-65.2K) YoY -57.02% (-159.1K)	All Managers (Combined)	$40.5M	QoQ -34.27% (-$21.1M) YoY -45.31% (-$33.6M)
Alkami Technology, Inc.(ALKTcusip01644J108)	1.5M	QoQ NEW(+1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$40.2M	QoQ NEW(+$40.2M) YoY NEW(+$40.2M)
Tyler Technologies Inc(TYLcusip902252105)	56.6K	QoQ -6.64% (-4.0K) YoY -40.28% (-38.2K)	All Managers (Combined)	$32.9M	QoQ -5.87% (-$2.1M) YoY -18.31% (-$7.4M)
Morningstar, Inc.(MORNcusip617700109)	101.5K	QoQ +12.67% (+11.4K) YoY -27.61% (-38.7K)	All Managers (Combined)	$30.4M	QoQ +0.33% (+$100.5K) YoY -29.61% (-$12.8M)
Tradeweb Markets Inc.(TWcusip892672106)	204.0K	QoQ NEW(+204.0K) YoY NEW(+204.0K)	All Managers (Combined)	$30.3M	QoQ NEW(+$30.3M) YoY NEW(+$30.3M)
Procore Technologies, Inc.(PCORcusip74275K108)	297.7K	QoQ -6.89% (-22.1K) YoY NEW(+297.7K)	All Managers (Combined)	$19.7M	QoQ -17.96% (-$4.3M) YoY NEW(+$19.7M)
Q2 Holdings, Inc.(QTWOcusip74736L109)	35.0K	QoQ -0.94% (-334) YoY NEW(+35.0K)	All Managers (Combined)	$2.8M	QoQ -21.25% (-$756.0K) YoY NEW(+$2.8M)