Praesidium Investment Management Company, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$540.0M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FROGJFROG LTD | 1,511,290 | $94.4M | 17.48% | |
| 2 | INTAINTAPP INC | 1,841,850 | $84.4M | 15.63% | |
| 3 | JBLJABIL INC | 348,980 | $79.6M | 14.73% | |
| 4 | ALKTALKAMI TECHNOLOGY INC | 2,287,096 | $52.8M | 9.77% | |
| 5 | NOWSERVICENOW INC | 339,805 | $52.1M | 9.64% | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 659,451 | $48.0M | 8.88% | |
| 7 | T7DTRANSDIGM GROUP INC | 26,200 | $34.8M | 6.45% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 57,063 | $25.9M | 4.80% | |
| 9 | CLBTCELLEBRITE DI LTD | 1,185,274 | $21.4M | 3.96% | |
| 10 | TWTRADEWEB MKTS INC | 186,840 | $20.1M | 3.72% | |
| 11 | DSGDESCARTES SYS GROUP INC | 166,188 | $14.6M | 2.70% | |
| 12 | WKWORKIVA INC | 140,427 | $12.1M | 2.24% |