Praesidium Investment Management Company, LLC Top Holdings and 13F Report (2024)

About Praesidium Investment Management Company, LLC

Praesidium Investment Management Company, LLC has $677.85 million in total holdings as of March 31, 2024.
Praesidium Investment Management Company, LLC owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 5.40% of the portfolio was purchased this quarter.
About 34.91% of the portfolio was sold this quarter.
This quarter, Praesidium Investment Management Company, LLC has purchased 13 new stocks and bought additional shares in 1 stock.
Praesidium Investment Management Company, LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.

ServiceNow: 46,233 shares (about $35.25M)
PTC: 118,106 shares (about $22.31M)
Jabil: 161,787 shares (about $21.67M)
Zuora: 2,093,491 shares (about $19.09M)
JFrog: 361,343 shares (about $15.98M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PTC PTC	$96,466,340	$22,314,948 ▼	-18.8%	510,566	14.2%	Computer and Technology
NOW ServiceNow	$90,406,154	$35,248,039 ▼	-28.1%	118,581	13.3%	Computer and Technology
JBL Jabil	$82,089,650	$21,671,369 ▼	-20.9%	612,838	12.1%	Computer and Technology
CYBR CyberArk Software	$74,129,630	$12,579,440 ▼	-14.5%	279,071	10.9%	Computer and Technology
FROG JFrog	$69,957,720	$15,978,587 ▼	-18.6%	1,582,038	10.3%	Computer and Technology
ZETA Zeta Global	$60,207,971	$7,353,945 ▼	-10.9%	5,508,506	8.9%	Business Services
INTA Intapp	$53,488,655	$3,195,217 ▲	6.4%	1,559,436	7.9%	Computer and Technology
MORN Morningstar	$43,231,007	$11,410,615 ▼	-20.9%	140,192	6.4%	Business Services
TYL Tyler Technologies	$40,283,723	$5,582,931 ▼	-12.2%	94,783	5.9%	Computer and Technology
ZUO Zuora	$34,191,482	$19,092,638 ▼	-35.8%	3,749,066	5.0%	Computer and Technology
DAVA Endava	$17,403,985	$17,403,985 ▲	New Holding	457,518	2.6%	Computer and Technology
GXO GXO Logistics	$15,996,664	$15,996,664 ▲	New Holding	297,557	2.4%	Transportation
CXM Sprinklr	$0	$51,843,457 ▼	-100.0%	0	0.0%	Business Services
REZI Resideo Technologies	$0	$18,109,037 ▼	-100.0%	0	0.0%	Industrial Products
DOOR Masonite International	$0	$15,444,947 ▼	-100.0%	0	0.0%	Construction