Praesidium Investment Management Company, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$512.7B
Holdings
13
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JBLJABIL INC | 348,833 | $75.8B | 14.78% | |
| 2 | INTAINTAPP INC | 1,743,083 | $71.3B | 13.91% | |
| 3 | FROGJFROG LTD | 1,495,777 | $70.8B | 13.81% | |
| 4 | NOWSERVICENOW INC | 67,266 | $61.9B | 12.07% | |
| 5 | ALKTALKAMI TECHNOLOGY INC | 2,017,572 | $50.1B | 9.78% | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 653,902 | $47.7B | 9.30% | |
| 7 | T7DTRANSDIGM GROUP INC | 31,512 | $41.5B | 8.10% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 56,477 | $29.5B | 5.76% | |
| 9 | TWTRADEWEB MKTS INC | 224,691 | $24.9B | 4.86% | |
| 10 | DSGDESCARTES SYS GROUP INC | 251,840 | $23.7B | 4.63% | |
| 11 | WKWORKIVA INC | 87,921 | $7.6B | 1.48% | |
| 12 | CLBTCELLEBRITE DI LTD | 269,453 | $5.0B | 0.97% | |
| 13 | QTWOQ2 HLDGS INC | 38,816 | $2.8B | 0.55% |