CIK: 0001320769
Total reported value
$418.5M
Reporting period: 2026-03-31 · Number of holdings: 12
Praesidium Investment Management Company, LLC disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $418.5M and a quarterly turnover rate of 37.1%.
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Praesidium Investment Management Company, LLC's disclosed holdings carry a Herfindahl concentration index of 0.099 — mathematically equivalent to about 10 equally-sized positions, close to its 12 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.45), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 6.4 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim FROG
-32.9% -$46.8M
Trim ALKT
-39.0% -$30.9M
Add TYL
+76.0% $8.5M
Trim INTA
+9.2% -$32.7M
Add TW
+20.1% $6.3M
Add DSGX
+85.0% $7.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JBL | Jabil INC | Stock-Tech | 16.22% | +1.48% | -26.75% | |
| 2 | INTA | Intapp INC | Stock-Other | 12.35% | -3.28% | +9.24% | |
| 3 | FROG | JFrog Ltd. | Stock-Tech | 11.36% | -6.12% | -32.94% | |
| 4 | PCOR | Procore Technologies INC | Stock-Tech | 9.25% | +0.37% | +3.05% | |
| 5 | NOW | Servicenow INC | Stock-Tech | 8.81% | -0.83% | +3.81% | |
| 6 | TDG | Transdigm Group INC | Stock-Industrials | 8.71% | +2.26% | +20.08% | |
| 7 | TYL | Tyler Technologies INC | Stock-Tech | 8.22% | +3.42% | +76.02% | |
| 8 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 6.31% | +2.59% | +20.08% | |
| 9 | CLBT | Cellebrite DI Ltd. | Stock-Other | 6.14% | +2.18% | +57.22% | |
| 10 | DSGX | Descartes Systems Grp/the | Stock-Tech | 5.26% | +2.56% | +85.02% | |
| 11 | ALKT | Alkami Technology INC | Stock-Other | 5.23% | -4.54% | -38.96% | |
| 12 | WK | Workiva INC | Stock-Tech | 2.14% | -0.10% | +7.11% |
Performance for Q3 2026
+16.8%
Performance Last 4 Quarters
+6.3%
Based on 84% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 12 | $418.5M | 37 | |
| 2025-12-31 | 12 | $540.0M | 19 | |
| 2025-09-30 | 13 | $512.7M | 55 | |
| 2025-06-30 | 13 | $567.3M | 0 | |
| 2025-03-31 | 13 | $535.1M | 100 | |
| 2024-12-31 | 12 | $596.2M | 0 | |
| 2024-09-30 | 13 | $596.1M | 0 | |
| 2024-06-30 | 12 | $526.0M | 0 | |
| 2024-03-31 | 12 | $677.9M | 0 | |
| 2023-12-31 | 13 | $810.3M | 0 | |
| 2023-09-30 | 13 | $776.5M | 0 | |
| 2023-06-30 | 16 | $1.1B | 0 | |
| 2023-03-31 | 16 | $1.1B | 0 | |
| 2022-12-31 | 16 | $983.9M | 0 | |
| 2022-09-30 | 14 | $1.0B | 0 | |
| 2022-06-30 | 16 | $1.1B | 0 | |
| 2022-03-31 | 15 | $1.4B | 0 | |
| 2021-12-31 | 14 | $1.8B | 0 | |
| 2021-09-30 | 15 | $1.8B | 0 | |
| 2021-06-30 | 15 | $1.9B | 23 | |
| 2021-03-31 | 15 | $1.9B | 20 | |
| 2020-12-31 | 15 | $1.9B | 40 | |
| 2020-09-30 | 16 | $1.7B | 26 | |
| 2020-06-30 | 17 | $1.5B | 97 | |
| 2020-03-31 | 14 | $1.2B | 47 | |
| 2019-12-31 | 12 | $1.6B | 83 | |
| 2019-09-30 | 13 | $1.5B | 12 | |
| 2019-06-30 | 13 | $1.6B | 13 | |
| 2019-03-31 | 13 | $1.5B | 30 | 121925y269370c3g1151c |
| 2018-12-31 | 13 | $1.2B | 27 | |
| 2018-09-30 | 14 | $1.4B | 29 | |
| 2018-06-30 | 14 | $1.3B | 13 | 169370c221925y3g1151c |
| 2018-03-31 | 14 | $1.2B | 30 | |
| 2017-12-31 | 15 | $1.3B | 85 | |
| 2017-09-30 | 15 | $1.2B | 19 | |
| 2017-06-30 | 16 | $1.3B | 11 | |
| 2017-03-31 | 15 | $1.2B | 20 | |
| 2016-12-31 | 15 | $1.2B | 19 | |
| 2016-09-30 | 14 | $1.2B | 18 | |
| 2016-06-30 | 13 | $1.1B | 8 | |
| 2016-03-31 | 13 | $1.1B | 21 | |
| 2015-12-31 | 14 | $1.1B | 26 | |
| 2015-09-30 | 15 | $1.1B | 35 | |
| 2015-06-30 | 16 | $1.2B | 39 | |
| 2015-03-31 | 15 | $1.3B | 21 | |
| 2014-12-31 | 12 | $1.1B | 29 | |
| 2014-09-30 | 13 | $1.1B | 13 | |
| 2014-06-30 | 14 | $1.1B | 11 | |
| 2014-03-31 | 13 | $1.1B | 26 | |
| 2013-12-31 | 13 | $1.3B | 12 | |
| 2013-09-30 | 14 | $1.2B | 19 | |
| 2013-06-30 | 12 | $1.0B | 0 |
Praesidium Investment Management Company, LLC's most significant position changes for 2026-03-31: Trim: JFrog Ltd. (FROG) — shares -32.94%; Trim: Alkami Technology INC (ALKT) — shares -38.96%; Add: Tyler Technologies INC (TYL) — shares +76.02%; Add: Intapp INC (INTA) — shares +9.24%; Add: Tradeweb Markets Inc-class A (TW) — shares +20.08%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TYL | Tyler Technologies INC | +3.4% | +76.02% | Add |
| 2 | TW | Tradeweb Markets Inc-class A | +2.6% | +20.08% | Add |
| 3 | DSGX | Descartes Systems Grp/the | +2.6% | +85.02% | Add |
| 4 | TDG | Transdigm Group INC | +2.3% | +20.08% | Add |
| 5 | CLBT | Cellebrite DI Ltd. | +2.2% | +57.22% | Add |
| 6 | JBL | Jabil INC | +1.5% | -26.75% | Trim |
| 7 | PCOR | Procore Technologies INC | +0.4% | +3.05% | Add |
| 8 | WK | Workiva INC | -0.1% | +7.11% | Add |
| 9 | NOW | Servicenow INC | -0.8% | +3.81% | Add |
| 10 | INTA | Intapp INC | -3.3% | +9.24% | Add |
| 11 | ALKT | Alkami Technology INC | -4.5% | -38.96% | Trim |
| 12 | FROG | JFrog Ltd. | -6.1% | -32.94% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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