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Praesidium Investment Management Company, LLC Top Holdings and 13F Report (2025)

About Praesidium Investment Management Company, LLC

Investment Activity

  • Praesidium Investment Management Company, LLC has $535.08 million in total holdings as of March 31, 2025.
  • Praesidium Investment Management Company, LLC owns shares of 13 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 14.55% of the portfolio was purchased this quarter.
  • About 15.94% of the portfolio was sold this quarter.
  • This quarter, Praesidium Investment Management Company, LLC has purchased 12 new stocks and bought additional shares in 2 stocks.
  • Praesidium Investment Management Company, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Intapp
$79,216,990
ServiceNow
$62,592,527
JFrog
$50,892,416
PTC
$50,508,587
Jabil
$49,374,088

Largest New Holdings this Quarter

01644J108 - Alkami Technology
$40,223,453 Holding
892672106 - Tradeweb Markets
$30,292,075 Holding

Largest Purchases this Quarter

Alkami Technology
1,532,322 shares (about $40.22M)
Tradeweb Markets
204,042 shares (about $30.29M)
JFrog
123,160 shares (about $3.94M)
Morningstar
11,414 shares (about $3.42M)

Largest Sales this Quarter

Intapp
440,471 shares (about $25.71M)
CyberArk Software
65,199 shares (about $22.04M)
ServiceNow
5,530 shares (about $4.40M)
Jabil
30,805 shares (about $4.19M)
PTC
23,471 shares (about $3.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPraesidium Investment Management Company, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Intapp, Inc. stock logo
INTA
Intapp
$79,216,990$25,714,697 -24.5%1,356,92014.8%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$62,592,527$4,402,654 -6.6%78,62011.7%Computer and Technology
JFrog Ltd. stock logo
FROG
JFrog
$50,892,416$3,941,120 8.4%1,590,3889.5%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$50,508,587$3,636,831 -6.7%325,9679.4%Computer and Technology
Jabil Inc. stock logo
JBL
Jabil
$49,374,088$4,191,636 -7.8%362,8589.2%Computer and Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$45,650,278$2,922,053 -6.0%452,7458.5%Computer and Technology
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$40,538,706$22,037,262 -35.2%119,9377.6%Computer and Technology
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$40,223,453$40,223,453 New Holding1,532,3227.5%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$32,906,674$2,341,839 -6.6%56,6006.1%Computer and Technology
Morningstar, Inc. stock logo
MORN
Morningstar
$30,428,409$3,422,716 12.7%101,4725.7%Business Services
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$30,292,075$30,292,075 New Holding204,0425.7%Finance
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$19,655,012$1,455,741 -6.9%297,7133.7%Computer and Technology
Q2 Holdings, Inc. stock logo
QTWO
Q2
$2,800,110$26,723 -0.9%34,9970.5%Computer and Technology
GXO Logistics, Inc. stock logo
GXO
GXO Logistics
$0$18,541,832 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data