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CIK: 0001320769
Total reported value
$214.5M
$214.5M
13 檔
136.4%
At the close of Q1 2025, Praesidium Investment Management Company, LLC disclosed equity holdings valued at approximately $214.5M, spread across 13 reported holdings.
In Q1 2025, Praesidium Investment Management Company, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including INTA, NOW, FROG) accounted for 136.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
INTA
市值: $79.2M
Top Position Liquidated / Trimmed
前期市值: $244.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INTA | Intapp Inc | Stock-Other | 14.80% | -3.14% | -24.51% | |
| 2 | NOW | Servicenow Inc | Stock-Tech | 11.70% | +0.29% | -6.57% | |
| 3 | FROG | JFrog Ltd. | Stock-Tech | 9.51% | +9.87% | +8.39% | |
| 4 | PTC | Ptc Inc | Stock-Tech | 9.44% | — | -6.72% | |
| 5 | JBL | Jabil Inc | Stock-Tech | 9.23% | -4.42% | -7.83% | |
| 6 | DSGX | Descartes Systems Grp/the | Stock-Tech | 8.53% | +0.22% | -6.02% | |
| 7 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 7.58% | — | -35.22% | |
| 8 | ALKT | Alkami Technology Inc | Stock-Other | 7.52% | +0.72% | — | |
| 9 | TYL | Tyler Technologies Inc | Stock-Tech | 6.15% | +1.00% | -6.64% | |
| 10 | MORN | Morningstar Inc | Stock-Financials | 5.69% | — | +12.67% | |
| 11 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 5.66% | -3.63% | — | |
| 12 | PCOR | Procore Technologies Inc | Stock-Tech | 3.67% | -1.27% | -6.90% | |
| 13 | QTWO | Q2 Holdings Inc | Stock-Tech | 0.52% | — | -0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DSGX | Descartes Systems Grp/the | +5.2% | -6.02% | Trim |
| 2 | MORN | Morningstar Inc | +2.5% | +12.67% | Trim |
| 3 | NOW | Servicenow Inc | +1.7% | -6.57% | Trim |
| 4 | TYL | Tyler Technologies Inc | +0.5% | -6.64% | Trim |
| 5 | ✓ | — | EXIT | Sold out | |
| 6 | PEGA | Pegasystems Inc | — | EXIT | Sold out |
| 7 | REZI | Resideo Technologies Inc | — | EXIT | Sold out |
| 8 | DOORUSD | Masonite International CORP | — | EXIT | Sold out |
| 9 | CPRT | Copart Inc | — | EXIT | Sold out |
| 10 | WK | Workiva Inc | — | EXIT | Sold out |
| 11 | BCBUSD | Primo Water CORP | — | EXIT | Sold out |
| 12 | INTA | Intapp Inc | — | NEW | New buy |
| 13 | WIX | Wix.com Ltd. | — | EXIT | Sold out |
| 14 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 15 | FROG | JFrog Ltd. | — | NEW | New buy |
| 16 | PTC | Ptc Inc | — | NEW | New buy |
| 17 | JBL | Jabil Inc | — | NEW | New buy |
| 18 | ✓ | Cyberark Software LTD. Cmn | — | NEW | New buy |
| 19 | ALKT | Alkami Technology Inc | — | NEW | New buy |
| 20 | ✓ | Cornerstone Ondemand | — | EXIT | Sold out |
| 21 | RCMEUR | R1 Rcm Inc | — | EXIT | Sold out |
| 22 | TW | Tradeweb Markets Inc-class A | — | NEW | New buy |
| 23 | PCOR | Procore Technologies Inc | — | NEW | New buy |
| 24 | QTWO | Q2 Holdings Inc | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Praesidium Investment Management Company, LLC's top holdings by market value included INTA (14.8%)、NOW (11.7%)、FROG (9.5%). The largest single position, INTA, represented 14.8% of total portfolio value.
In Q1 2025, Praesidium Investment Management Company, LLC made 24 total portfolio adjustments, initiating 9 new buys, adding to 0 positions, trimming 4 holdings, and fully liquidating 11 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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