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CIK: 0001320769
Total reported value
$214.5M
$214.5M
13 檔
163.8%
The Q3 2024 SEC filing reveals that Praesidium Investment Management Company, LLC held a total portfolio value of $214.5M, covering 13 public equity positions.
In Q3 2024, Praesidium Investment Management Company, LLC displayed an active expansion posture, initiating 2 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INTA | Intapp Inc | Stock-Other | 15.49% | -3.14% | +15.31% | |
| 2 | NOW | Servicenow Inc | Stock-Tech | 13.60% | +0.29% | — | |
| 3 | PTC | Ptc Inc | Stock-Tech | 11.43% | — | — | |
| 4 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 9.74% | — | — | |
| 5 | JBL | Jabil Inc | Stock-Tech | 8.68% | -4.42% | — | |
| 6 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 8.20% | — | -38.78% | |
| 7 | FROG | JFrog Ltd. | Stock-Tech | 7.70% | +9.87% | +34.70% | |
| 8 | TYL | Tyler Technologies Inc | Stock-Tech | 6.40% | +1.00% | — | |
| 9 | GXO | Gxo Logistics Inc | Stock-Industrials | 5.55% | — | — | |
| 10 | MORN | Morningstar Inc | Stock-Financials | 5.29% | — | — | |
| 11 | ZUOUSD | Zuora Inc - Class A | Stock-Other | 3.87% | — | — | |
| 12 | PCOR | Procore Technologies Inc | Stock-Tech | 3.57% | -1.27% | — | |
| 13 | QTWO | Q2 Holdings Inc | Stock-Tech | 0.47% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTA | Intapp Inc | +3.8% | +15.31% | Add |
| 2 | PCOR | Procore Technologies Inc | +3.6% | NEW | New buy |
| 3 | QTWO | Q2 Holdings Inc | +0.5% | NEW | New buy |
| 4 | TYL | Tyler Technologies Inc | +0.2% | — | Unchanged |
| 5 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 6 | JBL | Jabil Inc | -0.3% | — | Unchanged |
| 7 | MORN | Morningstar Inc | -0.3% | — | Unchanged |
| 8 | GXO | Gxo Logistics Inc | -0.6% | — | Unchanged |
| 9 | ✓ | Cyberark Software LTD. Cmn | -0.6% | — | Unchanged |
| 10 | FROG | JFrog Ltd. | -0.7% | +34.70% | Add |
| 11 | ZETA | Zeta Global Holdings Corp-a | -0.8% | -38.78% | Trim |
| 12 | ZUOUSD | Zuora Inc - Class A | -1.2% | — | Unchanged |
| 13 | PTC | Ptc Inc | -1.6% | — | Unchanged |
| 14 | DAVA | Endava Plc- Spon Adr | -2.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Praesidium Investment Management Company, LLC reported a total U.S. public equity portfolio value of $214.5M across 13 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including INTA, NOW, PTC) accounted for 163.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
PCOR
市值: $21.3M
Top Position Liquidated / Trimmed
DAVA
前期市值: $11.2M
During Q3 2024, Praesidium Investment Management Company, LLC's top holdings by market value included INTA (15.5%)、NOW (13.6%)、PTC (11.4%). The largest single position, INTA, represented 15.5% of total portfolio value.
In Q3 2024, Praesidium Investment Management Company, LLC made 6 total portfolio adjustments, initiating 2 new buys, adding to 2 positions, trimming 1 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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