Praesidium Investment Management Company, LLC

CIK: 0001320769Latest portfolio: $540.0M · Q4 2025

Holdings

12

Total Value

$540.0M

New Positions

0

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
FROGJFROG LTD
1,511,290$94.4M17.48%+16K
2
INTAINTAPP INC
1,841,850$84.4M15.63%+99K
3
JBLJABIL INC
348,980$79.6M14.73%+147
4
ALKTALKAMI TECHNOLOGY INC
2,287,096$52.8M9.77%+270K
5
NOWSERVICENOW INC
339,805$52.1M9.64%+273K
6
PCORPROCORE TECHNOLOGIES INC
659,451$48.0M8.88%+6K
7
T7DTRANSDIGM GROUP INC
26,200$34.8M6.45%-5,312
8
TYLTYLER TECHNOLOGIES INC
57,063$25.9M4.80%+586
9
CLBTCELLEBRITE DI LTD
1,185,274$21.4M3.96%+916K
10
TWTRADEWEB MKTS INC
186,840$20.1M3.72%-37,851
11
DSGDESCARTES SYS GROUP INC
166,188$14.6M2.70%-85,652
12
WKWORKIVA INC
140,427$12.1M2.24%+53K

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

Increased Positions

NameSharesChange
ALKT2.3M+270K
INTA1.8M+99K
FROG1.5M+16K
PCOR659K+6K
TYL57K+586
JBL349K+147

Decreased Positions

NameSharesChange
DSG166K-85652
TW187K-37851
T7D26K-5312
WK140K53K
NOW340K273K
CLBT1.2M916K

Sector Breakdown

Technology0.0% ($9.439584393795746e+35T)
Unknown0.0% ($3.5T)
Financial Services0.0% ($20.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$540.0M12
Q3 2025Nov 14, 2025$512.7B13
Q2 2025Aug 14, 2025$567.3B13
Q1 2025May 15, 2025$535.1B13
Q4 2024Feb 14, 2025$596.2B12

Fund Information

CIK0001320769
Most Recent FilingFeb 17, 2026
Number of Filings5

Praesidium Investment Management Company, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $540.0M across 12 holdings. The largest position is JFROG LTD (FROG), representing 17.5% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.