Praesidium Investment Management Company, LLC
Praesidium Investment Management Company, LLC reported 12 US-listed holdings worth $214.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Jfrog Ltd (21.2%), Jabil Inc. (11.8%) and Cellebrite Di Ltd (10.2%). Against the quarter before, it opened 0 positions, added to 0, trimmed 12 and sold out of 0.
The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -1.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 12
- Jabil Inc. JBL-189,950 shares · -74%
- Jfrog Ltd FROG-512,500 shares · -51%
- TransDigm Group Inc. TDG-23,379 shares · -74%
- Intapp Inc. INTA-1.2 million shares · -61%
- Tradeweb Mkts Inc. TW-166,722 shares · -74%
- ServiceNow, Inc. NOW-156,216 shares · -44%
- Alkami Technology Inc. ALKT-691,541 shares · -50%
- Procore Technologies Inc. PCOR-258,061 shares · -38%
and 4 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Jfrog Ltd FROG | 501.0K | $45.5 million | 21.23% | -512.5K |
| Jabil Inc. JBL | 65.7K | $25.3 million | 11.80% | -189.9K |
| Cellebrite Di Ltd CLBT | 1.5M | $21.8 million | 10.17% | -369.1K |
| Tyler Technologies Inc. TYL | 67.6K | $19.8 million | 9.22% | -32.8K |
| Intapp Inc. INTA | 783.9K | $19.8 million | 9.21% | -1.2M |
| ServiceNow, Inc. NOW | 196.5K | $19.5 million | 9.10% | -156.2K |
| Procore Technologies Inc. PCOR | 421.5K | $17.1 million | 7.98% | -258.1K |
| Alkami Technology Inc. ALKT | 704.5K | $12.8 million | 5.95% | -691.5K |
| Descartes Sys Group Inc. DSGX | 169.6K | $11.7 million | 5.48% | -137.9K |
| TransDigm Group Inc. TDG | 8.1K | $10.8 million | 5.02% | -23.4K |
| Tradeweb Mkts Inc. TW | 57.6K | $5.7 million | 2.68% | -166.7K |
| Workiva Inc. WK | 95.2K | $4.6 million | 2.15% | -55.2K |