Praesidium Investment Management Company

Long / Short

Manager: Praesidium Investment Management Company
Quarter: Q2 2026
Filed: 2026-08-14
13F value: $214.5M
Positions: 12
CIK: 0001320769

#					# Shares			Source
1	Jfrog LTDFROG HISTORY	21.23%	(50.6%)	$45.5M	500,984	(512,500)	0.41%	13F
2	Jabil IncJBL HISTORY	11.80%	(74.3%)	$25.3M	65,664	(189,950)	0.06%	13F
3	Cellebrite Di LTDCLBT HISTORY	10.17%	(19.8%)	$21.8M	1,494,438	(369,068)	0.60%	13F
4	Tyler Technologies IncTYL HISTORY	9.22%	(32.7%)	$19.8M	67,606	(32,835)	0.17%	13F
5	Intapp IncINTA HISTORY	9.21%	(61.0%)	$19.8M	783,868	(1,228,095)	1.02%	13F
6	Servicenow IncNOW HISTORY	9.10%	(44.3%)	$19.5M	196,540	(156,216)	0.02%	13F
7	Procore Technologies IncPCOR HISTORY	7.98%	(38.0%)	$17.1M	421,489	(258,061)	0.28%	13F
8	Alkami Technology IncALKT HISTORY	5.95%	(49.5%)	$12.8M	704,497	(691,541)	0.66%	13F
9	Descartes Sys Group IncDSGX HISTORY	5.48%	(44.8%)	$11.7M	169,619	(137,860)	0.20%	13F
10	Transdigm Group IncTDG HISTORY	5.02%	(74.3%)	$10.8M	8,081	(23,379)	0.01%	13F
11	Tradeweb Mkts IncTW HISTORY	2.68%	(74.3%)	$5.7M	57,636	(166,722)	0.03%	13F
12	Workiva IncWK HISTORY	2.15%	(36.7%)	$4.6M	95,218	(55,191)	0.17%	13F

Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology