Holders — by stockHoldings — by fund
Praesidium Investment Management Company, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001320769
$214.5M
disclosed book value
12
positions
21.2%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JFROG LTD | 500,984 | $45.5M | 21.2% |
| 2 | JBLJABIL INC | 65,664 | $25.3M | 11.8% |
| 3 | CELLEBRITE DI LTD | 1.5M | $21.8M | 10.2% |
| 4 | TYLTYLER TECHNOLOGIES INC | 67,606 | $19.8M | 9.2% |
| 5 | INTAINTAPP INC | 783,868 | $19.8M | 9.2% |
| 6 | NOWSERVICENOW INC | 196,540 | $19.5M | 9.1% |
| 7 | PCORPROCORE TECHNOLOGIES INC | 421,489 | $17.1M | 8% |
| 8 | ALKTALKAMI TECHNOLOGY INC | 704,497 | $12.8M | 6% |
| 9 | DSGXDESCARTES SYS GROUP INC | 169,619 | $11.7M | 5.5% |
| 10 | TDGTRANSDIGM GROUP INC | 8,081 | $10.8M | 5% |
| 11 | TWTRADEWEB MKTS INC | 57,636 | $5.7M | 2.7% |
| 12 | WKWORKIVA INC | 95,218 | $4.6M | 2.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.