Praesidium Investment Management Company, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$535.1B
Holdings
13
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTAINTAPP INC | 1,356,920 | $79.2B | 14.80% | |
| 2 | NOWSERVICENOW INC | 78,620 | $62.6B | 11.70% | |
| 3 | FROGJFROG LTD | 1,590,388 | $50.9B | 9.51% | |
| 4 | PTCPTC INC | 325,967 | $50.5B | 9.44% | |
| 5 | JBLJABIL INC | 362,858 | $49.4B | 9.23% | |
| 6 | DSGDESCARTES SYS GROUP INC | 452,745 | $45.7B | 8.53% | |
| 7 | CYBRCYBERARK SOFTWARE LTD | 119,937 | $40.5B | 7.58% | |
| 8 | ALKTALKAMI TECHNOLOGY INC | 1,532,322 | $40.2B | 7.52% | |
| 9 | TYLTYLER TECHNOLOGIES INC | 56,600 | $32.9B | 6.15% | |
| 10 | MORNMORNINGSTAR INC | 101,472 | $30.4B | 5.69% | |
| 11 | TWTRADEWEB MKTS INC | 204,042 | $30.3B | 5.66% | |
| 12 | PCORPROCORE TECHNOLOGIES INC | 297,713 | $19.7B | 3.67% | |
| 13 | QTWOQ2 HLDGS INC | 34,997 | $2.8B | 0.52% |