Praesidium Investment Management Company, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Praesidium Investment Management Company, Llc disclosed 11 stock positions valued at approximately $214.46M as of quarter-end June 30, 2026. The largest holdings include JFROG LTD, JABIL INC, and TYLER TECHNOLOGIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $214.46M
Holdings by Sector
Praesidium Investment Management Company, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JFROG LTD | FROG | Technology | 21.23% | 500,984 | -512,500 | -50.57% | $45,529,426 |
| JABIL INC | JBL | Technology | 11.80% | 65,664 | -189,950 | -74.31% | $25,312,159 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 9.22% | 67,606 | -32,835 | -32.69% | $19,772,051 |
| INTAPP INC | INTA | Technology | 9.21% | 783,868 | -1,228,095 | -61.04% | $19,761,311 |
| SERVICENOW INC | NOW | Technology | 9.10% | 196,540 | -156,216 | -44.28% | $19,512,491 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 7.98% | 421,489 | -258,061 | -37.98% | $17,120,883 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 5.95% | 704,497 | -691,541 | -49.54% | $12,765,486 |
| DESCARTES SYS GROUP INC | DSGX | Technology | 5.48% | 169,619 | -137,860 | -44.84% | $11,744,420 |
| TRANSDIGM GROUP INC | TDG | Industrials | 5.02% | 8,081 | -23,379 | -74.31% | $10,764,215 |
| TRADEWEB MKTS INC | TW | Financial Services | 2.68% | 57,636 | -166,722 | -74.31% | $5,744,004 |
| WORKIVA INC | WK | Technology | 2.15% | 95,218 | -55,191 | -36.69% | $4,619,025 |
Showing 11 of 11 holdings in the latest reporting period.